Speaking Engagements

Following is a selection of my presentations and speeches in recent years. To protect confidentiality, I have omitted references to numerous private law firm and law department retreats at which I have presented.

  • Legal Lean Sigma Institute, Yellow Belt Program, Charlotte, July 2017: “Project Management and Process Improvement”

  • Beaton Live, Sydney, Australia, May 2017: “CMO Roundtable”

  • Legal Marketing Association, Chicago City Group, May 2017: “The Science of Business Development”

  • Legal Marketing Association, P3 Conference, Chicago, May 2017: “Building a Sustainable P3 Culture”

  • University of Denver Sturm School of Law, Denver, April 2017: “Introduction to P3”

  • Association of Legal Administrators Annual Conference, Denver, April 2017: “ALA 101 for Service Providers”

  • Suffolk Law School, March 2017: “Connecting the Dots: The Evolution of the Practice of Law”

  • Legal Marketing Association, Annual Conference, Legal Lean Sigma Institute White Belt Certification Pre-Conference Workshop, Las Vegas, March 2017: “Project Management and Process Improvement”

  • Legal Marketing Association, Midwest Region CMO SIG, Chicago, February 2017: “Lessons Learned in Building a Legal Project Management Culture”

  • Association of Legal Administrators Orange County Chapter, Santa Ana, February 2017: “New Metrics for the New Normal”

  • Legal Lean Sigma Institute, Yellow Belt Program, Wash DC, February 2017: “Project Management and Process Improvement”

  • Ark Group and Legal Lean Sigma Institute, White Belt Program, Chicago, November 2016: “Project Management and Process Improvement”

  • Association of Legal Administrators Regional Conference, Indianapolis, October 2016: “Real Talk: Challenges & Opportunities in Implementing Legal Project Management”

  • Legal Marketing Association, New England chapter, Boston, October 2016: “More on Demystifying Law Firm Finance”

  • Association of Legal Administrators Regional Conference, Phoenix, October 2016: “Real Talk: Challenges & Opportunities in Implementing Legal Project Management”

  • Legal Marketing Association, Virginias chapter, Richmond, September 2016: “More on Demystifying Law Firm Finance”

  • College of Law Practice Management, Futures Conference, Kansas City, September 2016: Presenting the 2016 InnovAction awards

  • Association of Legal Administrators Regional Conference, Boston, September 2016: “Real Talk: Challenges & Opportunities in Implementing Legal Project Management”

  • Association of Corporate Counsel, Central Ohio chapter, Legal Lean Sigma Institute White Belt Program, Columbus, August 2016: “Project Management and Process Improvement”

  • Suffolk Law School and Legal Lean Sigma Institute, Yellow Belt Program, Boston, July 2016: “Project Management and Process Improvement”

  • Legal Marketing Association, Midwest chapter, Chicago, July 2016: “P3 Conference Recap”

  • Association of Law Librarians, Annual conference, Chicago, July 2016: “Metrics: Redefining and Proving Value”

  • Legal Marketing Association, Philadelphia Chapter Annual Mini-Conference, Philadelphia, July 2016: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Midwest chapter, Minneapolis, June 2016: “The Science of Business Development”

  • Legal Marketing Association, P3 Conference, Chicago, May 2016: “P3 Rewards: Trends in Partner Compensation Redesign”

  • LexisNexis CounselLink User Conference, Scottsdale, May 2016: “New Horizons in the Modern Law Department”

  • ELD International Global Council Leaders Circle, New York, April 2016: “How Corporate Legal Services Can Gain From Big Data and Analytics”

  • Legal Marketing Association, Annual Conference, Legal Lean Sigma Institute White Belt Certification Pre-Conference Workshop, Austin, April 2016: “Project Management and Process Improvement”

  • Ackert Advisory Managing Partner Institute, Santa Monica, March 2016: “Connecting Partner Compensation to Client Satisfaction”

  • Ark Group Mechanics of Law Firm Profitability conference, San Francisco, March 2016: “Connecting Partner Compensation to Client Satisfaction”

  • Legal Lean Sigma Institute, Yellow Belt Program, Wash DC, March 2016: “Project Management and Process Improvement”

  • LexisNexis Accelerate Conference, Raleigh-Durham, March 2016: “The Science of Business Development”

  • Association of Legal Administrators, Annual Managing Partner Luncheon, Las Vegas, February 2016: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”

  • Legal Marketing Association, Southeast chapter, New Orleans, February 2016: “Demystifying Law Firm Finance”

  • Suffolk Law School, February 2016: “Connecting the Dots: The Evolution of the Practice of Law”

  • Association of Legal Administrators, Annual Managing Partner Luncheon, Boston, February 2016: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”

  • Legal Marketing Association, Midwest chapter, Indianapolis, January 2016: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Bay Area chapter, San Francisco, November 2015: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Southern California chapter, San Diego, November 2015: “Demystifying Law Firm Finance”

  • Ark Group and Legal Lean Sigma Institute, White Belt Program, Chicago, November 2015: “Project Management and Process Improvement”

  • Association of Legal Administrators, Business of Law Conference, Las Vegas, October 2015: “New Metrics for a New Normal” and “Pricing for Profit with Project Management and Process Improvement”

  • Association of Legal Administrators, Business of Law Conference, Atlanta, October 2015: “New Metrics for a New Normal” and “Pricing for Profit with Project Management and Process Improvement”

  • Buying Legal Council, Chicago, October 2015: “New Metrics for a New Normal”

  • Legal Lean Sigma Institute, Yellow Belt Program, Toronto, October 2015: “Project Management and Process Improvement”

  • Association of Legal Administrators, Business of Law Conference, New Orleans, September 2015: “New Metrics for a New Normal” and “Pricing for Profit with Project Management and Process Improvement”

  • Association of Legal Administrators, Annual Managing Partner Luncheon, Salt Lake City, September 2015: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”

  • Buying Legal Council, London, September 2015: “Project Management and Process Improvement”

  • ILTA Annual Conference, Las Vegas, September 2015: “Practice Less Law”

  • Association of Law Librarians, Annual conference, Philadelphia, July 2015: “Implementing Project Management”

  • Association of Corporate Counsel, Chicago chapter, Legal Lean Sigma Institute White Belt Program, Chicago, July 2015: “Project Management and Process Improvement”

  • Legal Lean Sigma Institute, White Belt Program, Boston, June 2015: “Project Management and Process Improvement”

  • Legal Marketing Association, Midwest chapter, Chicago, June 2015: “Anatomy of a Business Case”

  • Legal Marketing Association, Los Angeles chapter, June 2015: “Demystifying Law Firm Finance”

  • Legal Marketing Association, P3 Conference, Chicago, June 2015: “Process Mapping Workshop”

  • Legal Marketing Association, Southeast chapter, Charlotte, May 2015: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Annual Conference, Legal Lean Sigma White Belt Certification Pre-Conference Workshop San Diego, April 2015: “Connecting the Dots: Making the Economic Case for Efficiency” 

  • SCG Legal Annual Conference, Miami, March 2015: “Accelerate Profits and Reduce Risk: New Tools for Law Firm Success”

  • Suffolk Law School, March 2015: “Connecting the Dots: The Evolution of the Practice of Law”

  • Legal Marketing Association, Northwest chapter, Portland, January 2015: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Northwest chapter, Seattle, January 2015: “Demystifying Law Firm Finance”

  • Association of Legal Administrators, Minnesota chapter, Minneapolis, February 2015: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits” and “Implementing Project Management & Process Improvement”

  • Ark Group and Legal Lean Sigma Institute, White Belt Program, San Francisco, February 2015: “Project Management and Process Improvement”

  • Association of Legal Administrators, Western Michigan chapter, Grand Rapids, January 2015: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”  

  • Legal Marketing Association, Midwest chapter, St. Louis, January 2015: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Metro New York chapter, November 2014: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Minnesota chapter, CMO SIG, November 2014: “Trends in Law Firm Marketing and Management”

  • Legal Marketing Association, Minnesota chapter, Minneapolis, November 2014: “Demystifying Law Firm Finance”

  • Ark Group and Legal Lean Sigma Institute, White Belt Program, Chicago, November 2014: “Project Management and Process Improvement”

  • Legal Marketing Association, Ohio Chapter, Cleveland, October 2014: “Demystifying Law Firm Finance”and moderator, Managing Partner panel

  • College of Law Practice Management, Futures Conference, Boston, October 2014: Presenting the 2014 InnovAction awards

  • Legal Marketing Association, Southeast Chapter Regional Conference, Nashville, October 2014: “What You Need to Know Now About P3 – Pricing, Process Innovation and Project Management” and “Trends in Legal Marketing and Repositioning for Success”

  • Ark Group and Legal Lean Sigma Institute, White Belt Program, Washington, DC, October 2014: “Project Management and Process Improvement”

  • Association of Legal Administrators, Business of Law Conference, Philadelphia, PA, September 2014: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”

  • Association of Legal Administrators, Business of Law Conference, Fort Worth, TX, September 2014: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”

  • International Lawyers Network, European regional conference, Oslo, Norway, September 2014: “Trends in Law Firm Management”

  • Legal Marketing Association, New England chapter, Boston, September 2014: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Birmingham city group, September 2014: “The Law Firm of the Future”

  • Legal Marketing Association, Kansas City group, September 2014: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Rocky Mountain Chapter, Denver, September 2014: “Demystifying Law Firm Finance”

  • Association of Legal Administrators, Business of Law Conference, Chicago, IL, September 2014: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”

  • Association of Legal Administrators, Business of Law Conference, Portland, OR, September 2014: “Connecting the Dots: Linking Client Satisfaction to Law Firm Profits”

  • Legal Marketing Association, Atlanta city group, August 2014: “The Evolution of Law Firm Finance”

  • ILTA Annual Conference, Nashville, August 2014: “Using Big Data to Measure the ROI of Marketing and Business Development” and Marketing Roundtable

  • Legal Marketing Association, Kentucky city group, Lexington, KY: August 2014: “Introduction to Legal Project Management”

  • Legal Marketing Association, Chicago city group, July 2014: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Indianapolis city group, July 2014: “Demystifying Law Firm Finance”

  • Legal Marketing Association, Milwaukee city group, July 2014: “Measuring the ROI of Marketing and Business Development”

  • Legal Marketing Association, Virginias chapter, Richmond, June 2014: “Demystifying Law Firm Finance”

  • Legal Marketing Association, New Jersey city group, June 2014: “Recap of the 2014 LMA Annual Conference”

  • Legal Marketing Association, P3 Conference, Chicago, June 2014: “The Anatomy of a Business Case: Integrating P3 Discipline into Law Firm Business Strategy”

  • Pennsylvania Bar Technology Law Institute, Philadelphia, June 2014: “Understanding Alternate Fee Agreements and Billing”

  • Ark Conferences, New York, May 2014: Legal Lean Sigma White Belt course

  • Legal Marketing Association, Philadelphia chapter, May 2014: “An Evening with Legal Marketing All-Stars”

  • George Washington University, Master in Professional Studies & Certificate of Law Firm Management Program, Washington, DC, May 2014: “Connecting the Dots: Strategies for Thriving in the New Normal”

  • Managing Partner Forum Leadership Conference, Atlanta, May 2014: “Turning Adversity into Advantage”

  • Ackert Advisors Marketing Partner Roundtable, Santa Monica, April 2014: “Connecting the Dots: Strategies for Thriving in the New Normal”

  • Legal Marketing Association, Annual Conference, Orlando, April 2014: “Keeping Pace: How LMA stays relevant in an ever-evolving legal marketplace”

  • Legal Marketing Association, Southwest chapter, Phoenix, March 2014: “Demystifying Law Firm Finance”

  • Legal Lean Sigma Institute, White Belt Certification Program, Boston, February 2014: “Connecting the Dots: Thriving in the New Normal”

  • TyMetrix Annual Meeting, Foxwoods Casino, CT, February 2014: “Decoding the New Normal”

  • Legal Tech, New York, February 2014: “Defining Your Competitive Advantage”

  • Legal Marketing Association, Metro New York chapter, Business Development SIG, December 2013: “How to Make a Partner Stand Out”

  • Legal Marketing Association, Metro New York chapter, CMO SIG, New York, November 2013: “The Evolving Role of CMOs and LMA”

  • Delaware Valley Law Firm Marketing Group, Philadelphia, November 2013: “Measuring the ROI of Marketing and Business Development”

  • Thomson Reuters business development seminar series, Boston, October 2013: “Using Big Data to Gain a Competitive Edge”

  • Thomson Reuters business development seminar series, New York, October 2013: “Using Big Data to Gain a Competitive Edge”

  • Association of Legal Administrators, Region 6 Annual Conference, Reno, NV, October 2013: “Doing More With Less” and “Client Matter Budgeting and Relationship Management”

  • Legal Marketing Association, Capital Chapter, Washington DC, October 2013: “Measuring ROI using Big Data (you already have!)”

  • College of Law Practice Management, Futures Conference, Chicago, October 2013: Presenting the 2013 InnovAction awards

  • Legal Marketing Association, P3 Conference, Chicago, October 2013: “Show Me the Practice Innovation” and “Bringing Legal Marketers Into the Pricing Tent”

  • Legal Marketing Association, “Big Ideas Brought to Life” CME Conference, Los Angeles Chapter, September 2013: “Trending Now: Legal Project Management”

  • TyMetrix LegalView Forum, Rancho Palos Verdes, CA, September 2013: “Negotiation Strategies for Corporations & Law Firms”

  • Legal Marketing Association, North Carolina Triad City Group, Greensboro, NC, August 2013: “Demystifying Law Firm Finance”

  • TyMetrix LegalVIEW Forum, Chicago, July 2013: “Sourcing Legal Providers in a Changing Business Environment”

  • Momentum Consulting Loyalty for Law Firms conference, New York, July 2013: “Ideas into Action”

  • Legal Marketing Association, Chicago Chapter, June 2013: “Measuring the ROI of Business Development – Even if it’s Possible, Does Anyone Care?”

  • Legal Marketing Association, St. Louis, June 2013: “Measuring the ROI of Business Development – Even if it’s Possible, Does Anyone Care?”

  • Legal Marketing Association, Indianapolis, June 2013: “Measuring the ROI of Business Development – Even if it’s Possible, Does Anyone Care?”

  • Legal Marketing Association, Tampa City Group, June 2013: “Measuring the ROI of Business Development – Even if it’s Possible, Does Anyone Care?”

  • TyMetrix LegalVIEW Forum, Washington, DC, May 2013: “Improving Certainty of Budgeting & Forecasting”

  • Law Firm Alliance Group, Annual Meeting, San Diego, May 2013: “Implementing Legal Project Management”

  • Integrated Management Services Information Management Revolution conference, New York, April 2013: “Looking Forward: the Evolution of Information Management”

  • Legal Lean Sigma Institute, White Belt Program, Boston, MA, April 2013: “Project Management and Process Improvement”

  • Ark Group Business Intelligence and Analytics in the Legal Profession conference, New York, April 2013: “How Corporate Legal Departments Are Using Analytics to Measure the Value of the Products and Services they Buy” and “What are you trying to measure? And why?”

  • New York State Bar Association Marketing Conference, New York, March 2013: “10 Things I’d Do Differently If I Were Running a Law Firm”

  • WJF Institute Open Forum, Austin, TX, March 2013: “The Role of Legal Project Management in Client Teams”

  • TyMetrix LegalVIEW Forum, New York, February 2013: “Emerging Trends in Buying Legal Services”

  • Association of Corporate Counsel (ACC), Chicago Chapter, January 2013: “The Process Improvement and Project Management Equation: VoC + PI + PM = Everyone Wins”

  • International Lawyers Network, Americas regional conference, Panama City, November 2012: “Adapting to the New Normal”

  • PSMG Annual Conference, London, November 2012: “Social Media in the Professions: Is there an APPetite for the Digital Revolution – keynote address”

  • College of Law Practice Management, Futures Conference, Washington DC, October 2012: Presenting the 2012 InnovAction Awards

  • Legal Marketing Association, Northeast regional conference, Boston, October 2012: “Measuring the ROI of Business Development and Marketing: Even if it’s Possible, Does Anyone Care?” and moderator, Managing Partner panel

  • Legal Marketing Association, Southeast regional conference, New Orleans, September 2012: “Understanding Legal Project Management”

  • Legal Marketing Association, New Jersey city group meeting, Chicago, May 2012: “Annual Conference Recap”

  • Manzama Luncheon Briefing, Boston, March 2012: “Social Media for Marketing, Business Development & Competitive Intelligence”

  • Manzama Luncheon Briefing, Washington, DC, March 2012: “Social Media for Marketing, Business Development & Competitive Intelligence”

  • American Lawyer & Manzama Dinner Briefing, Chicago, February 2012: “Social Media for Marketing, Business Development & Competitive Intelligence”

  • Manzama Luncheon Briefing, Minneapolis, February 2012: “Social Media for Marketing, Business Development & Competitive Intelligence”

  • Marketing Partner Forum, Fort Lauderdale, FL, January 2012: “The Evolving Roles of the Managing Partner and Marketing Partner”

  • College of Law Practice Management, Futures Conference, Chicago, October 2011: “Law Factories vs. ‘Bet the Farm’ Firms”

  • Legal Marketing Association, Midwest Conference, Chicago, September 2011: “Measuring the ROI of Business Development and Marketing: Even if it’s Possible, Does Anyone Care?”

  • ILTA Annual Conference, Nashville, August 2011: “Successful IT Management in Small and Mid-Sized Firms: Learning from the Practices of AmLaw 100 CIOs”

  • ILTA Annual Conference, Nashville, August 2011: “Breaking Strategic Groups out of IT”

  • Legal Marketing Association, Atlanta City Group, August 2011: “Legal Project Management”

  • Hubbard One Briefing, London, June 2011: “Legal Marketing: The Shape of Things to Come”

  • Legal Marketing Association, Columbus Chapter, May 2011: “Legal Project Management: Fad or Fantasy?”

  • Legal Marketing Association, Cleveland Chapter, May 2011: “Legal Project Management: Fad or Fantasy?”

  • Meritas Annual Conference, Montreal, May 2011: “Legal Project Management Defined”

  • Legal Marketing Association Annual Conference, Orlando, April 2011: Roundtable moderator “Improving Relationships with Vendors”

  • Legal Week “Audience with…” Series, London, March 2011: “An Audience with IT Directors; the future of Law Firm IT.”

  • Professional Services Marketing Group (PSMG) Breakfast Briefing, London, March 2011: “The Client-Centric Marketer.”

  • Legal Marketing Association, Minneapolis chapter, March 2011: “Sales Strategies for Law Firms in the Next Decade.”

  • Marketing Partner Forum, Scottsdale, Arizona, January 2011:  “Industry-Focused Sales & Marketing:  Strategies for Success” and “Process Improvement and Project Management:  Best Practices for Delivering Consistency and Results.”

  • Association of Legal Administrators, Region 1 Conference, Long Branch, NJ, October 2010: “The Role of Administrators in Addressing the ACC Value Challenge.”

  • College of Law Practice Management Futures Conference & Symposium, Washington, DC, October 2010: “Social Media: the Ultimate Business Development Tool or a Huge Waste of Time.”

  • Hubbard One 6th Annual Innovation Forum, Greensboro, GA, October 2010: Event host

  • Professional Services Marketing Group (PSMG) 15th Annual National Conference, London, UK, October 2010: “Question Time Debate: Ask the Experts.”

  • Chilli IQ 2nd Annual Global Managing Partners Summit, London, UK, September 2010: “Law Firm Evolution and the New Path to Profitability: Best Practices for Legal Project Management.”

  • Lex Mundi Managing Partner Roundtable, New York, NY, June 2010: “Maximizing Alternative Fees”

  • Lex Mundi Advanced Leadership and Management Roundtable, Caribbean Region, Port of Spain, Trinidad, June 2010: “Legal Project Management Workshop”

  • Philadelphia Bar Association Leadership Retreat, Atlantic City, January 2010: “Legal Transformation”

  • Legal Marketers Roundtable, Chicago, January 2010: “Changes to BigLaw 2009 and Beyond”

  • Legal Marketing Association, Nashville chapter, January 2010 : “Developing Your Personal Brand”

  • Lex Mundi Latin America regional meeting, Mexico City, December 2009: “Marketing in a Downturn”

  • Legal Marketing Association, New York chapter, November 2009: “Attorney Speak: How to Present Ideas and Win Approval”

  • BlackBerry and Verizon Wireless customer event, New York, November 2009: “Selling to Law Firms in a Changing Marketplace”

  • Association of Legal Administrators, Cincinnati, November 2009: “Marketing in a Downturn”

  • Lex Mundi Marketing conference, Houston, November 2009: “Marketing in a Downturn”

  • Pro Bono Counsel annual meeting, Philadelphia, October 2009: “Legal Market Changes and Pro Bono”

  • College of Law Practice Management Annual Meeting, Denver, September 2009: “Legal Transformation”

  • Allen & Overy Business of Law Symposium, London, September 2009: “Legal Workforce of the Future”

  • ILTA Annual Conference, Washington, DC, August 2009: “Benchmarking in a Changing Economy,” Improving Operational Excellence” and “The ACC Value Initiative and Impact on Technologists”

  • Legal Sales & Service Organization, Raindance Conference, Chicago, July 2009: “Developing a Sales Culture”

  • Philadelphia Area Defense Counsel, Annual Meeting, Philadelphia, PA: “Managing Your Practice, from Marketing to Collections, in the Current Economy”

  • Legal Marketing Association Annual Conference, Washington, DC, April 2009: “Managing Directories, Lists & Rankings”

  • Law Firm Chief Marketing Officers’ Forum, New York, Sep 2008: “How to Get Client Feedback”

  • Legal Marketing Association Annual Conference, Los Angeles, March 2008: “Marketing to Marketers”

  • Legal Marketing Association, New York Chapter, New York, January 2008: “Raising the Business Development Bar: Multiple Models and Strategies for Success”

  • National Association for Shareholder & Class Action Attorneys, Cabo San Lucas, April 2007: “Observation on Recent Changes in Class Action Litigation”

  • Center for International Legal Studies, Valle Nevado, Chile, August 2006: “Lawyering in an International Market: Business Development, Marketing and Public Relations”

  • Legal Marketing Association Annual Conference, Chicago, March 2006: “Developing Reality Based Marketing Initiatives: What’s Important to Corporate Counsel”

  • Latham & Watkins Business Development Retreat, New York, January 2006: “How Corporations Identify, Evaluate and Select Outside Counsel”

  • Law Firm Chief Marketing Officer Conference, New York, December 2005: “Market Research and Competitive Intelligence: Developing an Informed Strategy”

  • Minority Corporate Counsel Association, Annual Conference, New York, November 2005: “Diversity: The Success Story of One Smaller Firm and One Very Large Corporation”

  • Legal Marketing Association, Midwest Region Conference, Chicago, September 2005: “What Law Firms Can Do To Manage the Customer Experience”

  • Martindale-Hubbell Counsel to Counsel Superforum, Chicago, IL, March 2005: “The Great Debate: What Makes a Winning Relationship”

  • Legal Tech, New York, NY, January 2005: “Everyone’s a Rainmaker. Use What You Have to Better Serve and Attract Clients”

  • Center for International Legal Studies, Liabilities for Lawyers in Cross-Border Transactions and Disputes, Kitzbühel, Austria, January 2005: “Tools & Tactics for Supporting Your Business Development Efforts”

  • Northstar Law Firm Chief Marketing Officers’ Forum, Washington, DC, December 2004: “General Counsel: How their Demands are Changing and How to Prepare”

  • Martindale-Hubbell Competitive Intelligence Summit, Miami, FL, Nov 2004: “What Partners Want”

  • Terralex Annual Conference, Boston, MA, October 2004: “Legal Marketing Now: an International Perspective” and “Client Feedback: Preferences From Around the World”

  • Martindale-Hubbell Counsel to Counsel Superforum, Washington, DC, October 2004: “The Great Debate: Best Practices in Managing the Inside/Outside Counsel Relationship”

  • Association of Legal Administrators Annual Conference, Philadelphia, PA, May 2004: “What’s on the Web: Tips and Techniques to Make your Firm Stand Out”

  • Marketing Partner Forum, Orlando, FL, January, 2004: “Competitive Intelligence in Law Firms” and“Creating a Key Account Sales Force” and “Trends in the Global Legal Landscape”

  • Legal Marketing Association, Senior Roundtable, New York, NY, October 2003: “Law Firm Competitive Intelligence” and “Measuring ROI of Law Firm Marketing”

  • Marketing Director Institute, Philadelphia, PA, October 2003: “Selling in Law Firms”

  • Legal Marketing Association, San Francisco, CA, March 2003: “Back to the Future: How Technology Is Going to Help Marketing in Five Years”

  • Marketing Partner Forum, Laguna Niguel, CA, January 2003: “Taking the Legal Profession’s Marketing Pulse: Benchmarking the Marketing Effort Today” and “Measuring Impact and ROI: How to Justify Your Marketing Budget in an Uncertain Economy”

  • Cutting Edge Business Development Conference, New York, NY, November 2002: “Building Relationships with Clients”

  • Marketing Director Institute, Denver, CO, October 2002: “Financials and Fee Arrangements – Developing Bottom-line Strategies by the Numbers”

  • Law Firm Executive Director and CFO Conference, New York, NY, October, 2002: “Resource Management: Today’s Environment, New Ways of Looking at Marketing ROI”

  • Zeughauser Group CMO Roundtable, Chicago, IL, July 2002: “International Corporate Counsel Buying Habits”

  • Corporate Legal Times Superconference, Chicago, IL, June, 2002: “Technology Workshop: Proving the Return on Your Technology Investment”

  • Association of Legal Administrators Annual Conference, San Antonio, TX, May 2002: “50 Marketing Tips in 50 Minutes”

  • Marketing Partner Forum, Naples, FL, January 2002: “Setting the Scene: Legal Marketing Benchmarks”

  • Marketing Director Institute, New Orleans, LA, October 2001: “Gathering and Using Competitive Marketing Intelligence” and “To Buy or Not to Buy: Selecting the Right Media to Deliver Your Message”

  • Marketing Partner Forum, Phoenix, AZ, January 2001: “Marketing Benchmarks”

  • LegalWorks Conference, San Francisco, CA, March 1998: “Client Development on the Internet”