Legal Marketing Launch with Bentley Tolk

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Legal Marketing Launch is for lawyers and attorneys (whether at the beginning, intermediate or expert level) who want to launch their law firm marketing and client development to a higher level. It provides strategies, tools, inspiration and motivation that can be listened to during your daily comm…

Bentley Tolk


    • May 10, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 31m AVG DURATION
    • 150 EPISODES


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    Latest episodes from Legal Marketing Launch with Bentley Tolk

    150: Unique Business Development Ideas for Lawyers - Audra Dial

    Play Episode Listen Later May 10, 2019 31:52


    Audra Dial is a senior litigator at Mercedes-Benz USA, where she provides strategic advice about all aspects of litigation. For almost twentry in private practice before joining Mercedes-Benz, Ms. Dial defended and protected companies in a variety of industries, including the automotive industry. Ms. Dial was recognized by The Best Lawyers in America® in 2018 and 2019 for Technology Law. She has been recognized as a 2013 and 2014 "Legal Elite" for General Practice by Georgia Trend magazine. In 2012, Ms. Dial was recommended by Legal 500 US in the area of Trade Secrets Litigation. Ms. Dial earned her J.D. from William and Mary School of Law. Ms. Dial is involved with the Trade Secrets Committee of the Intellectual Property Owners Association, Women in Electronic Discovery, and the National Association of Women Lawyers. Ms. Dial received her Bachelor of Arts from American University, where she graduated cum laude in Interdisciplinary Studies.

    149: Business Development and Insurance Company Clients - Paul Bolus

    Play Episode Listen Later May 8, 2019 29:32


    Paul Bolus has been representing insurance company clients for over 25 years, litigating and managing over 200 cases in federal and state venues across the country. Paul has handled multi-million-dollar cases, including class action lawsuits, regularly representing insurance companies in litigation dealing with health and life issues in just about every context, including major medical, specified disease, cancer, heart, stroke, disability, life insurance, long-term care insurance, securities, annuities, STOLI, department of insurance complaints and litigation, unfair consumer trade practices, deceptive trade practices and agent accounting litigation. Paul is also actively involved in insurance industry organizations. He belongs to the Association of Life Insurance Counsel (ALIC). Paul also belongs to the American Bar Association’s Tort Trial and Insurance Practice Section and the DRI Life, Health and Disability Committee and the American Council of Life Insurers (ACLI).

    148: Client Development through Effortless Action - CiCi Cheng

    Play Episode Listen Later Mar 8, 2019 29:38


    CiCi Cheng is a trial attorney at Wheeler Trigg O'Donnell, a national litigation boutique in Denver, Colorado. She helps clients navigate the intricacies of complex commercial disputes in a wide range of cases, such contract disputes, trade secret misappropriation, and antitrust and unfair competition. As Co-President of the Colorado Pledge to Diversity, she is passionate about the legal communitys investment in real opportunities to create the pipeline of talented, inspirational, and diverse lawyers.  

    147: Blogging, Triathlons, and Business Development - Ernie Holtzheimer

    Play Episode Listen Later Nov 20, 2018 30:43


    Ernest D. Holtzheimer is an associate in Montgomery McCracken’s corporate and securities practice group. His practice focuses on mergers and acquisitions, financing transactions, and other general corporate matters.  Ernie also serves as an editor of Montgomery McCracken’s Private Business Counsel blog. In addition, he is a member of the firm’s Diversity Committee. Ernie currently serves on the Executive Committees of the Philadelphia Bar Association’s Business Law Section and Young Lawyers Division, and as a Business Law Fellow in the American Bar Association’s Business Law Section. As an active community member, Ernie serves on several nonprofit boards including the Special Olympics PA-Philadelphia Executive Advisory Board, The Spruce Foundation Board of Directors, and the Covenant House PA Associate Board. He is also an advisor to an institutional venture fund and an international angel investment group.  

    146: OSHA, Outside Consultants, and Business Development - Nelva Smith

    Play Episode Listen Later Nov 8, 2018 30:58


    Nelva Smith is a labor and employment attorney with Steptoe & Johnson PLLC. From general day-to-day counseling, to litigation, workers' compensation, and safety and health issues, Ohio employers of all sizes rely on Nelva for employment law guidance. As a member of the firm's Workplace Safety Team, she has defended employers in front of the Industrial Commission on a variety of issues that arise out of Ohio workers compensation matters. She also has experience in safety and health issues, with an emphasis on OSHA. She has presented on several occasions nationally on OSHA topics, and she has twice been a contributing editor to the national treatise on Occupational Safety and Health Law. Nelva has experience defending employers in general employment litigation, charges before the Equal Employment Opportunity Commission, charges before the Ohio Civil Rights Commission, charges before the National Labor Relations Board, and defending OSHA citations, and she has also successfully handled wage and hour audits before a state government agency. In addition to her employment experience, Nelva is also on the firm's Higher Education Team and actively represents several universities and colleges in the region against Title IX litigation.  

    145: Trade Associations and Business Development - Stuart Buttrick

    Play Episode Listen Later Oct 15, 2018 30:02


    Stuart Buttrick is the team leader of the Faegre Baker Daniels labor management relations team. He represents employers in labor relations matters, including in proceedings before the National Labor Relations Board (NLRB), in arbitrations, in litigation and in contract negotiations. Stuart also represents employers in connection with employment litigation and administrative charges. He has defended employers in hundreds of state and federal court cases and administrative charges in multiple states and has handled appellate work before various federal Circuit Courts of Appeal. Stuart also advises clients on personnel and policy issues.  

    144: Blockchain and Business Development - Alex More

    Play Episode Listen Later Sep 12, 2018 29:34


    Alex More is a partner with Carrington, Coleman in Dallas, Texas. Clients engage Alex to advise them on a broad range of issues that include corporate governance, compliance, and negotiation. Alex has significant experience with litigation, including in the areas of fiduciary duties, securities, and fraud. Alex’s clients include public companies and their officers and directors, private companies and business owners, and individuals working in the securities, health care, energy, aviation, automotive, real estate, and other industries. Alex has also focused on counseling clients regarding legal risk and compliance in connection with virtual token and blockchain issues.

    143: The Power of Interviews and Business Development - Paolo Lanciani

    Play Episode Listen Later Oct 18, 2017 30:00


    Paolo Lanciani is a Business Psychologist with a passion for supporting lawyers and law firms in their marketing, personal branding and leadership development. He offers his skills as a facilitator, coach and assessor to apply psychological know-how and conpetence as a practical tool that supports his clients in facing challenges and taking on new opportunities. Paolo also works with large corporations in Italy, Germany (he is half German), and worldwide.

    142: Business Development and Success Metrics for Lawyers - Michael MacKay

    Play Episode Listen Later Oct 16, 2017 27:44


    Mike MacKay became President of Cross Platform Businesses – now Bloomberg BNA Plus – in November 2016. In March 2014, he joined Bloomberg BNA as Vice President, Cross Platform Businesses. In that role, he was responsible for commercial operations, focusing on driving direct and indirect growth. MacKay received a bachelor’s degree in business communications from Calvin College.

    141: How to "Bring Value" to Potential Clients through Content Marketing - Scott Mozarsky

    Play Episode Listen Later Jul 21, 2017 35:19


    Scott Mozarsky acts as President, Legal Division/Bloomberg Law for the Bloomberg BNA. In this role, he is accountable for leading Bloomberg BNA’s Legal Division which, through its flagship Bloomberg Law product, provides workflow platform driven solutions that incorporate tools, news, content, analytics and data that enable professionals to be more successful in their day to day jobs in the Legal, Compliance and Regulatory markets. Prior to joining Bloomberg, Scott held a number of leadership roles during a thirteen-year tenure in the UBM plc Group. As President – Media & Marketing Services for UBM Tech, Scott was responsible for building UBM Tech’s Marketing Services business and driving the evolution of leading websites such as Information Week.com, EE Times, Dr. Dobbs Journal and Light Reading to an online community model tied to UBM Tech’s live events. As EVP, Chief Commercial Officer, of PR Newswire, Scott oversaw PRN's commercial activities worldwide which involved spearheading the company’s efforts to meet the communications, marketing, investor relations and compliance needs of its customers. From 2002-2009, Scott served as General Counsel and headed up global Corporate Development & M&A for United Business Media Limited’s US based subsidiaries. In this role, Scott’s organization played a lead role in transforming UBM from a North American-centric print media group to a global provider of integrated digital and live event solutions.  Scott’s team was responsible for identifying, evaluating, negotiating, structuring and closing over 100 transactions in North America, Asia, EMEA and Latin America. Prior to joining the UBM Group, Scott spent eight years at two multinational law firms representing media, technology, telecommunications, insurance and manufacturing companies.  Scott, who speaks Japanese and lived in Japan, has advised numerous companies on business, financial and legal issues arising out of cross border transactions. Scott earned his Bachelor of Arts degree in Political Science from Williams College and his J.D. from Fordham Law School.

    140: How Young Lawyers Can Market Their Legal Practice - Jaelynn Jenkins

    Play Episode Listen Later Dec 7, 2016 31:26


    Jaelynn's practice is centered on estate planning, non-profits, and business law. She loves learning about her client's families, businesses, and their plans for the future. Jaelynn began her career as a law clerk in the Fourth District Court of Utah. Through her clerkship, she worked on all manner of cases including million dollar business disputes, high profile murder trials and everything in-between. She has private practice experience in both transactional and litigation matters. Jaelynn strongly believes in the power of connecting and giving back to her profession and community. She donates much of her time to serving on professional boards and is constantly on the lookout for ways to give back to the community at large.

    139: Building a Legal Practice While Still in Law School - Nic Mayne

    Play Episode Listen Later Dec 2, 2016 29:31


    Nic Mayne is a J.D. Candidate at Harvard Law School and the former head of Mayne Marketing, a marketing agency specializing in law firm marketing. He is also the author of Market Me: How Marketing Is Changing and Why You Should Too. A former hockey player, Mayne now represents athletes through his latest venture, four|thirteen, with a focus on branding and marketing players to increase sponsorship potential and maximize compensation. He also enjoys working with entrepreneurs and emerging companies through programs like the Harvard Law Entrepreneurship Project. A past contributor to LawMarketing.com and LegalInk Magazine, Mayne now serves as the Opinion Editor for the Harvard Law Record.  

    138: Bar Committee Involvement and Business Development - Chris Wharton

    Play Episode Listen Later Nov 30, 2016 35:27


    T. Christopher Wharton is a solo practice attorney in Salt Lake City focusing on family law, criminal defense, and LGBT legal advocacy. Chris graduated magna cum laude from Westminster College before receiving his law degree from the S.J. Quinney College of Law at the University of Utah. Chris also studied Anglo-American Jurisprudence at the University of Oxford, and international criminal law at The Hague, Netherlands. He worked in public service and private practice before opening his own firm in 2012. In 2013, Chris helped lead a team of attorneys who submitted an amicus curiae brief to the United States Supreme Court, arguing for equal treatment of LGBT families under the law. In 2015, Chris obtained the first same-sex common law marriage adjudication in Utah and was given an award for “Best Advocate for LGBT Families.” He has also been recognized as a “Rising Star” by SuperLawyers Magazine. As an active member of the legal community, Chris serves on the Salt Lake City Human Rights Commission. He is a member of the board of the LGBT & Allied Bar Association of Utah and is the current president of the Utah Young Lawyers Division.    

    137: The Harvard Law Record Editor-in-Chief on Legal Marketing - Jim An

    Play Episode Listen Later Nov 25, 2016 29:26


    Jim An is a 2L at Harvard Law School. He is the editor-in-chief of the Harvard Law Record, which is Harvard Law School's student newspaper.  

    136: How to Maximize Lawyer and Law Firm Rankings - Alexander Gendlin

    Play Episode Listen Later Nov 23, 2016 28:57


    Founder and owner of Law Business, Mr. Gendlin has more than ten years of experience in the legal industry as well as more than five years of experience in the following top companies: – Wolf Theiss RA (Head Business Development & Marketing). – Dorda Brugger Jordis RA (Head Business Development). – UBS, Zurich (Project Head of Marketing). – CREDIT SUISSE, Zurich (Head of Marketing within sector). – PricewaterhouseCoopers, Vienna (Consultant Management Services). Responsible for:  – Business Development. – Submissions/Rankings. – Marketing & PR. – Business Models. – Project Management. – Process Management. – Inhouse Counsel Consulting. Together with the C. H. BECK, MANZ and the STÄMPFLI publishing houses, he has produced the first ever book about the Ranking industry titled, "Compass Law Firm Rankings," which is now available in English at Amazon. The book analyzes current Rankings and gives recommendations as to which target groups should use which Rankings and what kind of Rankings should be treated with less focus. Furthermore, the book also provides guidelines, templates and case studies on how to work successfully with Rankings.  

    135: How Lawyers Should Use LinkedIn - Erik Ullberg

    Play Episode Listen Later Nov 18, 2016 29:01


    Erik Ullberg has been an IP and marketing lawyer with Wistrand Advokatbyrå in Gothenburg, Sweden since 2004 and a member of the Swedish Bar Association since 2009. Erik works primarily with advising Swedish and international clients in matters related to IT and technology, intellectual property and advertising and marketing law. He is a member of organizations such as INTA and Global Advertising Lawyers Alliance (GALA). He is recommended by Legal 500.

    134: Accountability in Business Development - Ari Kaplan

    Play Episode Listen Later Oct 31, 2016 32:29


    Ari Kaplan, a leading legal industry analyst, is an inaugural Fastcase 50 honoree and a finalist for ILTA's 2015 Thought Leader of the Year award. His most recent book, Reinventing Professional Services: Building Your Business in the Digital Marketplace, was released in Japanese, and Thomson Reuters is publishing the second edition of The Opportunity Maker: Strategies for Inspiring Your Legal Career Through Creative Networking and Business Development in 2016. He is the principal researcher for a variety of widely distributed benchmarking reports and has been the keynote speaker for events in Australia, Canada, the United Kingdom, and throughout the U.S. Kaplan is also the founder of the Lawcountability® business development platform and iPhone app, a finalist for ILTA's 2015 Innovative Solution Provider of the Year award, and a two-time Ironman triathlon finisher.

    133: How to Use Social Media at a Large Law Firm - Renee Phillips

    Play Episode Listen Later Jul 29, 2016 31:16


    Renee Phillips is a partner in Orrick's Employment Law Group and Co-Head of the firm's Whistleblower Task Force. Her practice includes a full range of employment litigation and counseling, with particular emphasis on Sarbanes-Oxley/Dodd-Frank whistleblower issues and internal investigations. Renee is also co-author of Corporate Whistleblowing in the Sarbanes-Oxley/Dodd-Frank Era, the leading treatise on corporate whistleblower law. She speaks and writes regularly on whistleblower law, internal investigations, and other employment law topics. Renee has been recognized by Super Lawyers as a Rising Star in Employment Litigation and by the American Society of Legal Advocates as a Top 40 Under 40 Employment Lawyers in New York State.

    132: Lessons from Marketing a Wine and Beverage Law Practice - Lindsey Zahn

    Play Episode Listen Later Jul 27, 2016 34:43


    Lindsey A. Zahn, Esq. is an alcohol beverage and food attorney at Lehman Beverage Law, PLLC. Ms. Zahn has previously counseled wine, beer, and spirits companies on licensing and compliance, federal and state labeling, customs regulations, supplier agreements, and advertising and promotions. She is an award-winning author on wine law, publishes a leading wine law blog called On Reserve, and has traveled to over a dozen wine regions in the U.S. and Europe. Additionally, she has given talks and instructed classes on wine law throughout the country and in France. In 2014 and 2015, her blog was nominated as one of the Top 100 Legal Blogs by the ABA Journal.

    131: How to Make Your Online Profiles Stand Out - Chris Brown

    Play Episode Listen Later Jul 26, 2016 28:43


    Chris Brown was once in your shoes. While working as a full-time corporate lawyer, he struggled to find a web marketing company that understood law firms. And while reading a blog post about “repurposed lawyers,” Chris decided to make the entrepreneurial jump he’d been considering for some time — he left his law firm to create b.Legal Marketing. Today, Chris enjoys working with forward-thinking lawyers who want a professional online presence. Together with his team of marketing strategists and developers, he creates and manages law firm websites for small law firms. Rather than leaving the practice entirely, Chris created Venture Legal so he could continue serving a small number of tech startups in Kansas City. Even though he only practices law on a limited basis, he found that all of his marketing efforts continue to pay off as he gets more calls than he can handle (he refers most potential clients to other firms). His law firm website was even named a top ten law firm website in 2014 by Lawyerist.com. Chris is also very active in the Kansas City tech and startup community. He mentors entrepreneurs through several volunteer programs and serves as an advisor to KCnext where he sits on the policy committee. You can also find him strumming his ukulele while relaxing with his wife and young daughter.  

    130: How to Transition from Associate to Productive Partner - Andrew Sommer

    Play Episode Listen Later Jun 17, 2016 29:39


    Andrew Sommer is a partner in Winston & Strawn’s Washington, D.C. office. In addition to having first-chair trial experience, Mr. Sommer has almost fifteen years of experience with intellectual property matters, with a specific focus on patent litigation in a broad array of forums including district courts, the International Trade Commission (ITC), the Federal Circuit, and in trials before the Patent Trial and Appeal Board (PTAB). Mr. Sommer has handled all phases of patent litigation, from the filing of a complaint through appeal. He has served as lead trial counsel in federal court litigation, has argued dispositive motions, and argued Markman hearings in both district court and the ITC. He is also a recognized authority and strategist when it comes to counseling clients on the interplay between litigation and trial proceedings before the PTAB. He has been involved in more than three dozen PTAB trials and has represented Patent Owners and Petitioners. He has authored, and regularly updated, two chapters in BNA’s “Drafting Patents for Litigation and Licensing,” one relating to continued prosecution of a patent and the other relating to validity trials before the PTAB. He is a sought-after speaker on topics related to patent litigation.

    129: Blogging Success for Lawyers - Travis Crabtree

    Play Episode Listen Later Jun 16, 2016 32:39


    Travis Crabtree brings a unique perspective to his litigation, technology, media and marketing practice. Travis graduated from the University of Missouri School of Journalism and spent several years in television news before embarking on a law career. Travis explores the emerging legal issues and trends for the internet, marketing, technology, intellectual property and online media on his blog, eMediaLaw.com. His technology practice focuses on media communications, online defamation, privacy, domain name disputes, policy and governmental compliance, software licensing and audits, copyrights and trademarks, and related transactional documents for start-ups and technology companies. In addition, Travis represents plaintiffs and defendants in complex business matters including cases involving defamation, open records issues, antitrust, RICO, the False Claims Act, shareholder derivatives, minority shareholder oppression, corporate officer/director fiduciary cases, partnership disputes, trade secrets, the DTPA, employment and class actions in both state and federal court. His commercial litigation experience allows him to counsel clients at all stages of conflict from avoiding disputes, to resolving disputes, trials and appeals. Most importantly, Travis’s courtroom experience helps him keep his clients out of the courtroom if he can, but aggressively represented if that is what it takes.

    128: Lessons from Leaving Big Law - Alexandra Devendra

    Play Episode Listen Later Jun 13, 2016 30:58


    Alexandra Devendra is a freelance attorney and legal design consultant based in San Francisco. She uses visual communication design to help other attorneys communicate the law more effectively. Alix also works with legal tech startups, who view her as a strategic partner due to her wide range of skills. She has spoken internationally about visualization of the law and she frequently facilitates design-thinking workshops for lawyers. Before launching her consulting business, Alix practiced law at Nixon Peabody LLP, where she focused on employment litigation and social media law.  

    127: Transitioning from the Government to Private Practice - Rachel Levy

    Play Episode Listen Later Jun 10, 2016 28:56


    Rachel Leiser Levy is principal at Groom Law Group, Chartered, where she advises clients on a wide range of federal tax issues affecting health and welfare plans and retirement plans. Ms. Levy specializes in all tax aspects of the Affordable Care Act, including the “Cadillac Tax”, employer shared responsibility, the new tax reporting requirements of the Internal Revenue Code sections 6055 and 6056, and premium tax credits and cost-sharing reductions. Ms. Levy also works with cafeteria plans, tax nondiscrimination rules and VEBAs. Ms. Levy’s expertise extends to retirement plans, where she advises clients on executive compensation, qualified plans and pension plan funding issues. Ms. Levy provides advice to employers, service providers and trade associations on legislative and regulatory strategy. Immediately prior to joining Groom Law Group Ms. Levy was Associate Benefits Tax Counsel in the Office of Tax Policy at the US Department of the Treasury. As Associate Benefits Tax Counsel, Ms. Levy helped develop tax policies and guidance related to the taxation of employee benefits with a primary focus on implementation of the Affordable Care Act. Her work included guidance on the employer mandate, the premium tax credits and cost-sharing reductions, and the new tax reporting requirements of Internal Revenue Code sections 6055 and 6056. In her role at Treasury, she coordinated with IRS, DOL, HHS, and the White House Domestic Policy Counsel on all aspects of health care reform implementation, and advised the Office of General Counsel and the Department of Justice on a range of litigation related to the Affordable Care Act. Prior to her time at the Treasury Department, Rachel was Legislation Counsel at the Joint Committee on Taxation, where she assisted in the development and drafting of numerous pieces of legislation, including the Patient Protection and Affordable Care Act, the Health Care and Education Reconciliation Act of 2010, the American Workers, State, and Business Relief Act of 2010, the American Jobs and Closing Tax Loopholes Act of 2010, the American Recovery and Reinvestment Act of 2009, the Emergency Economic Stabilization Act of 2008, and the Worker, Retiree, and Employer Recovery Act of 2008 among other legislation.

    126: It's All about the List - Venroy July

    Play Episode Listen Later Jun 9, 2016 32:12


    Venroy July is a senior associate in the corporate practice. His practice includes a wide range of corporate and finance matters, with a particular focus on mergers and acquisitions, public and private equity offerings, debt offerings and general corporate governance. He has worked on private and public company transactions, including mergers, stock and asset purchases and sales, joint ventures, proxy contests, debt and equity offerings, and business restructurings.

    125: Turning Former Adversaries into Clients - Stephen Stern

    Play Episode Listen Later Jun 6, 2016 31:46


    Stephen Stern is a partner in Hyatt & Weber's employment and commercial litigation practices. In employment law, Stephen regularly advises businesses on strategic matters and issues that arise on a day-to-day basis. When litigation has been necessary, Stephen has defended employers against claims arising under Title VII, ADEA, ADA, FMLA, SOX, FLSA, NDAA, IRCA, and other similar statutes, and he has defended employers against various tort claims. Stephen also regularly advises companies and represents them in litigation on matters related to the protection of trade secrets and enforcing non-compete/non-solicitation agreements. Stephen also frequently represents businesses in commercial/business disputes involving allegations of fraud, breach of contract, violations of fiduciary duties and other tortious conduct, and violations of various federal and state statutes. Recent examples include defending against a civil RICO claim, allegations of discriminatory lending practices under the Fair Housing Act and Equal Credit Opportunity Act, breach of fiduciary duty claims, and insurance coverage claims, as well as prosecuting a breach of construction contract claim and various tort and contract claims related to a real estate dispute. Stephen is admitted to practice in federal and state courts in Maryland, DC, and Virginia. He has appeared before the EEOC, DOL, DOJ, and comparable state and local agencies, and he has litigated in federal and state courts around the country.

    124: Referrals, Webinars, and TV Appearances for Lawyers - Joseph Mandarino

    Play Episode Listen Later Jun 3, 2016 32:51


    Joseph C. Mandarino is a Partner with Smith, Gambrell & Russell, LLP, in Atlanta. Mr. Mandarino's practice focuses on tax and finance. He is well versed in a wide variety of businesses and transactions. Mr. Mandarinos practice also includes representation in tax controversy work. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 150 presentations and seminars. His articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, the Journal of Real Estate Taxation, the Journal of S Corporation Taxation, the Journal of Multistate Taxation, Tax & Finance Newsletter, the Journal of Taxation and Regulation of Financial Institutions, the ABA Probate & Property Journal, and the NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, the White House Conference on Small Business, the U.S. Small Business Administration, the Georgia Electronic Commerce Association, the Federation of Exchange Accommodators, the International Reinsurance Conference, the Service Corps of Retired Executives, the American Health Lawyers Association, the Southeastern Health Law and Policy Forum, and the United Way, as well as several panel-type TV discussion programs.

    123: Lessons from Marketing an Estate Planning Practice - Mary Akkerman

    Play Episode Listen Later Jun 1, 2016 31:46


    Mary Akkerman guides clients through the all aspects of fiduciary representation, estate planning, and related administrations, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals and related litigation. Mary is skilled at establishing public and private trust companies in South Dakota and also has significant experience working with international advisors, attorneys, and clients with respect to cross-border planning, non-resident alien trust formation, and international tax issues. Along with corporate and individual fiduciaries and family offices, Mary represents business owners, professionals, retirees, and individuals interested in establishing a South Dakota trust. She is experienced in trust and estate litigation, prenuptial agreements, cohabitation agreements, special needs trusts.

    122: Twitter Secrets for Lawyers - Nancy Myrland

    Play Episode Listen Later Mar 18, 2016 34:45


    Nancy Myrland is a Marketing, Content, Social and Digital Media Strategist, Speaker & Trainer, helping lawyers, law firms and legal marketers grow by strategically integrating all marketing disciplines. She is a frequent LinkedIn, Twitter & Facebook trainer, as well as a content marketing specialist. Nancy helps lawyers and legal marketers understand how to make their marketing and business development efforts more relevant to their current and potential clients, and helps lead firms through their online digital strategy when dealing with high-stakes, visible cases. As an early adopter of social media and digital technology, she also helps firms with blogging, podcasts, video marketing and livestreaming. She can be reached at nancy@myrlandmarketing.com | LinkedIn: www.linkedin.com/in/NancyMyrland | Twitter: www.twitter/com/NancyMyrland | Facebook: www.facebook.com/NancyMyrland | Periscope: www.periscope.tv/NancyMyrland | Blab: www.blab.im/NancyMyrland

    121: Guest Blogging and Content Marketing - Brad Frazer

    Play Episode Listen Later Mar 16, 2016 31:38


    Brad Frazer was Deputy General Counsel to several high-tech Internet and computer companies during the dot-com boom and subsequent bust. While in-house, his practice areas included Internet law, technology and software licensing, intellectual property law, computer law and related transactional work and litigation. He is currently a partner at Boise, Idaho-based Hawley Troxell LLP, where he is a member of the firm’s Emerging Business and Venture Capital Practice Group. Brad is a 1985 cum laude graduate of Brigham Young University (Provo) and a 1988 graduate of the University of California, Hastings College of the Law, where he earned a position on the College’s law review. After law school, he received his Masters of Business Administration degree from the University of Utah. He is a frequent author and speaker on Internet-law topics, and Brad’s debut novel The Cure: A Thriller was recently published by NYC-based Diversion Books. The sequel, The Cure: Immortal, is a work-in-progress.  

    120: Lessons from Building a Tax Controversy Practice - Julian T. Lee

    Play Episode Listen Later Mar 14, 2016 28:49


    Julian T. Lee is an associate in Rosenberg Martin Greenberg’s nationally-recognized tax controversy department. He joined the firm in 2009, and his practice focuses on representation of individuals and businesses throughout all stages of federal and state tax controversies. Julian is Vice Chair of the National Bar Association (NBA) Tax Section and has frequently spoken on panels about income and employment tax compliance at NBA conferences. He is an active member of the American Bar Association’s Section of Taxation and a member of the Maryland State Bar Association. Julian has served as an instructor in the Military Volunteer Income Tax Assistance (VITA) Program at Fort George G. Meade since 2012, teaching preparers who provide free tax preparation services to military personnel and their families. He also volunteers as a Maryland Volunteer Legal Services Associate Advocate and was recognized as a Maryland Super Lawyers Rising Star for 2014 and 2015. He received a Young Lawyer/Future History Maker award from the Monumental City Bar Association in 2015. Julian is a graduate of Emory University and earned his J.D. from the Benjamin N. Cardozo School of Law, where he served as an editorial board member of the Moot Court Honor Society. Julian received his LL.M. in Taxation with distinction from Georgetown University Law Center.

    119: Internal Legal Marketing, Pricing, and Profitability - Russ Haskin

    Play Episode Listen Later Mar 11, 2016 31:47


    As the Director of Business of Law Consulting at Wilson Legal Solutions, Russ is a trusted advisor to hundreds of law firms across the globe ranging from small boutiques to those within the AmLaw 10. He has over 15 years’ experience in consultative work and research achieving recognition as an expert in profitability, matter management, alternative fee arrangements, and partner compensation. He is a featured presenter, panelist, and moderator addressing these topics at industry events. In addition his research on legal management topics has been published by multiple journals. He has been quoted in the Wall St. Journal, Washington Times, ALM, Law Technology, Corporate Counsel, and other publications. His work has also been cited in several business of law and legal economic books. In his former post as Director of Consulting and Services at LexisNexis’ Redwood Analytics, Russ led a team that consulted with firm leadership on business analysis, process improvement, and LexisNexis tools and methodology. He also helped establish key metrics and a framework that is considered the gold standard in law firm analytics. In 2014, Russ played a lead role in the sale of Redwood Analytics to Aderant Inc. Prior to joining Redwood, Russ worked in Research and Project Analysis at two Fortune 500 companies. He received his BSBA from the University of Richmond and his MBA from the University of Tennessee.

    118: Strategic Pricing & Project Management for Law Firms - Peter Secor

    Play Episode Listen Later Mar 9, 2016 31:07


    Peter Lane Secor is the director of strategic pricing and project management with Pepper Hamilton LLP. He concentrates on legal project management with a focus on improving efficiencies through shared management responsibilities, strengthening communication and making value transparent. His expertise includes client/matter profit analysis and providing partners with performance evaluations from a financial perspective.  

    117: 20 New Clients from a Legal Podcast - Josh F. Brown

    Play Episode Listen Later Mar 7, 2016 31:26


    Josh F. Brown is a franchise attorney and founder of The Law Office of Josh F. Brown. While based in Indiana, he has built a thriving national practice helping people make smart franchise decisions, identify good franchise systems, work through franchise legal challenges, and grow through the franchise model. He speaks, blogs, writes articles and white papers, and is the proud creator and host of his very own podcast entitled, Franchise Euphoria, a top-rated podcast on iTunes. Josh also has been recognized as a Rising Star in the Indiana legal community and by The Franchise Times on a national level as a Franchise Legal Eagle. Before becoming an attorney, Josh worked in business management, sales, marketing and operations for several businesses including two separate franchise systems. He combines his business background, entrepreneurial skills and legal experience to help entrepreneurs in all aspects of their business growth, with a focus on franchising. Additionally, Josh is the proud Chairman of the Board for College Mentors for Kids, a national nonprofit organization that pairs first-through sixth-grade children with local college student mentors. CMFK currently has chapters on 32 college and university campuses in Indiana, Arizona, Illinois, Kentucky, Maryland, Missouri, Virginia, New York, and Ohio.

    116: Lawyer Wellness as the Foundation for Business Development - Jeena Cho

    Play Episode Listen Later Mar 4, 2016 31:26


    Jeena Cho is a partner at JC Law Group PC, a bankruptcy law firm in San Francisco, CA. She practices with her husband, Jeff Curl, working with individuals and small businesses to find the best solutions for their financial troubles. In addition to her law practice, she teaches mindfulness and meditation to lawyers. She regularly speaks and writes about wellness, self-care and mindfulness. She also works with lawyers and law firms on stress management, work-life balance, career transition, increasing productivity and overall wellness. Her second book, The Anxious Lawyer (ABA), is scheduled to be published in early 2016.

    115: Business Development Strategy from an Advertising Lawyer - Jeffrey Greenbaum

    Play Episode Listen Later Mar 2, 2016 30:20


    Managing Partner of Frankfurt Kurnit since 2010, Jeffrey A. Greenbaum is one of the country’s leading advertising lawyers. He is a partner in the firm’s Advertising, Marketing & Public Relations Group and has extensive experience representing advertisers, advertising agencies, production companies, and media companies on advertising, marketing, branded entertainment, and intellectual property matters. Best Lawyers named him “Advertising Lawyer of the Year” in the New York metro area for 2015. Mr. Greenbaum is also recognized as a leading advertising lawyer in Best Lawyers, Chambers USA America’s Leading Lawyers for Business, The Legal 500, and New York Super Lawyers. Mr. Greenbaum is also the Chairman of the Global Advertising Lawyers Alliance. He has previously served as chair of the Committee on Consumer Affairs of the New York City Bar. He is also a member of the Board of Advisors of the Brand Activation Association.  

    114: The Role of Internal Law Firm Marketing - Jennifer Barry

    Play Episode Listen Later Feb 29, 2016 31:41


    Jennifer Barry is a partner in the San Diego office of Latham & Watkins and a member of the firm's Litigation & Trial Department. She represents clients in all aspects of general commercial litigation with a particular focus on intellectual property, including: Trademark and trade dress infringement litigation, counseling, prosecution and worldwide trademark portfolio management Trademark licensing counseling and litigation False advertising and unfair competition counseling and litigation Copyright counseling and litigation Trade secrets counseling and litigation Defamation and right of publicity counseling and litigation Ms. Barry offers clients extensive expertise in both procedural and substantive law, as she has successfully litigated before numerous federal and state courts as well as the Patent and Trademark Office's Trademark Trial and Appeal Board. Ms. Barry has specialized expertise in internet law and has successfully handled domain name portfolio management and recovery of domain names before the World Intellectual Property Organization, the National Arbitration Forum and the ADR.EU Center of the Czech Arbitration Court. She has also worked extensively on social networking and website/e-commerce issues and has been invited to speak on several panels in this area. Ms. Barry actively participates in the International Trademark Association (INTA), and has served on the Internet Committee/Online Trademark Use Subcommittee, including the Keywords and Web 2.0 Working Groups.  

    113: A 5-Step System for Rapid Growth - Matthew Pollard

    Play Episode Listen Later Feb 26, 2016 29:57


    Matthew Pollard is the Rapid Growth Guy! As a serial entrepreneur, published author, international speaker, coach and consultant, Matthew Pollard is revolutionizing the world of business. Matthew has been characterized as a true differentiation, niche marketing, and sales systemization powerhouse. He now offers online sales, niche marketing and business seminars through MatthewPollard.guru and real world business coach training through his top ranked podcast, Better Business Coach.

    112: A Unique Twitter Success Story - Ian Turvill

    Play Episode Listen Later Feb 24, 2016 32:22


    Ian is the Chief Marketing Officer of Freeborn & Peters LLP, a full-service law firm. Ian oversees the firm's marketing and business development functions, including marketing strategy, marketing communications, digital media, public relations, and client events and outreach. Ian and the marketing team at Freeborn & Peters have been recognized six times by the LMA's Your Honor Awards program, including for their work in business development, brand identity, digital communications, and contributions to the firm's recruiting efforts. Ian is currently the Chair of the LMA Midwest at Chicago City Group, working with several teams responsible for a broad slate of educational and keynote programs, as well as an array of communications initiatives supporting the LMA's local efforts. Ian served previously as the Co-Chair of the LMA's Think Tank, which is charged with helping legal marketing professionals understand and respond to emerging trends and issues within the legal profession, with particular regard to marketing and business development. Ian was also a contributor to the Law 2023 report on the long-term evolution of the business of law. Ian is a graduate of the University of Oxford, where he was a Casberd Scholar, winner of the University's Pilkington Prize from the Templeton College of Management, and earned a Double First in Engineering, Economics, and Management. He was also a John M. Olin Fellow at the Simon School of Business at the University of Rochester.

    111: How to Establish an International and Domestic Practice - Daniel Glazer

    Play Episode Listen Later Feb 22, 2016 32:17


    Daniel Glazer co-leads Fried Frank's Tech Group and is resident in the firm’s London and New York offices. Dan focuses on technology transactions, including complex licensing, outsourcing, and services arrangements. He also advises UK, Irish and other non-US companies on US expansion and US fundraising. Dan works closely with investors and governmental agencies, as well as accelerators such as Techstars, Barclays, Seedcamp, Microsoft Ventures, Wayra, MassChallengeUK, Startupbootcamp FinTech, Dassault, CyLon and Ignite. The American Lawyer honored Dan as its 2015 Transatlantic Innovator of the Year. London's Tech City News named Dan a top "Community Connector" and The New York Law Journal selected him as one of its inaugural under-40 "Rising Stars." Chambers USA, Legal 500, and similar publications regularly recognize Dan as a leading transactional lawyer. Dan is a member of Tech London Advocates and was appointed by the Scottish Government to the GlobalScot network of Scottish business advocates. He is also a frequent speaker and author; his publications include "Coming to America: The Legal Basics" (http://bit.ly/1oylzqw), and Practical Law Company’s primary resources on data licensing and on IP/IT issues in M&A transactions. He also is a member of PLC's IP/IT Advisory Board.  

    110: Marketing a Privacy Litigation Practice - Barry Goheen

    Play Episode Listen Later Feb 19, 2016 32:25


    Barry Goheen is a partner in King & Spalding’s Litigation Practice Group, and leads the firm’s privacy litigation practice. He focuses on consumer class actions and data breach and privacy litigation. He has been lead or co-counsel in dozens of class actions and individual cases in all aspects of privacy-related litigation, including actions arising from data breaches, employee background screening, and consumer credit/identity theft such as the Telephone Consumer Protection Act, the Fair Credit Reporting Act and its Fair and Accurate Credit Transactions Act amendment, and the Equal Credit Opportunity Act. Mr. Goheen has served as lead or co-counsel in over 25 privacy-based class actions in state and federal courts, including over 20 class actions against consumer reporting agency alleging violations of Fair Credit Reporting Act, representing such clients as SunTrust Banks, Shell, Countrywide, Equifax, Bank of America, and Capital One.

    109: Work Won't Come to You without Unusual Effort - Barry Bretschneider

    Play Episode Listen Later Feb 17, 2016 31:25


    Barry Bretschneider, a registered patent attorney and recognized lawyer in Chambers USA, has a diverse practice which is concentrated on patent infringement litigation in the district courts and before the International Trade Commission, post grant patent procedures including inter partes review, reexaminations and interferences, patent prosecution, patent licensing and related transactional work, and trademark litigation and prosecution. Barry represents U.S. and foreign corporations, and his diverse background includes working with a multitude of technologies, such as the electronics, semiconductors, polymers, composite materials, medical device, pharmaceutical and automotive industries, among many others. Barry has been recognized as a "Leading Lawyer" by Chambers Global 2011, Chambers USA (2006 to 2013), Best Lawyers In America (2011 and 2012), IAM250 World’s Leading Patent Litigators, The Washingtonian magazine and Euromoney's Expert Guides. He is a member of a number of organizations, including the Federal Circuit Bar Association, the American Intellectual Property Lawyers Association and American Bar Association.

    108: How Knowledge Management Affects Business Development - Jack Bostelman

    Play Episode Listen Later Feb 15, 2016 30:43


    Jack Bostelman is President of KM/JD Consulting LLC. He has assisted leaders of law firms ranging from 200 to 1,000+ lawyers, on a wide variety of practice management initiatives, including knowledge management and legal project management. Jack is also chair of the Knowledge Strategy Group within the American Bar Association's Law Practice Division. Before founding KM/JD Consulting LLC, Jack practiced law in New York for 30 years as a partner of pre-eminent AmLaw 20 firm Sullivan & Cromwell. Jack knows how law firms are managed and how lawyers share knowledge. During his tenure at Sullivan & Cromwell, Jack coordinated the firm's extensive securities practice worldwide, managed a practice group, was a member of the firm's opinion committee and its administrative committee, oversaw the IT department and was on the faculty for the lawyer training program.

    107: How to Stand Out in Your Legal Marketing - Erin Rhinehart

    Play Episode Listen Later Feb 12, 2016 31:57


    Erin is an experienced trial lawyer with a focus on the resolution of complex business disputes in (and out of) federal and state courts across the United States. Her litigation practice focuses on media & communications law (social media, advertising, First Amendment, online & traditional defamation, public records, trademark, copyright, trade secrets, open courts, takedown requests), class action defense, breach of contract, and environmental matters. She also advises clients on social media, litigation holds, e-discovery, and litigation strategy (both before, during, and after a complaint is filed). Erin has been recognized as an Ohio Super Lawyers Rising Star, is a Dayton Business Journal '40 Under 40' honoree, a member of the Leadership Dayton Class of 2012, and is a Fellow of the Ohio State Bar Foundation and American Bar Foundation. She can be found on LinkedIn, and Twitter @EERhinehart.  

    106: Law Firm Profitability and Business Development - Bruce MacEwen

    Play Episode Listen Later Feb 10, 2016 24:55


    A lawyer and consultant to law firms on strategic and economic issues, Bruce has become a recognized leader in the industry. He founded Adam Smith, Esq. in 2003, and has published nearly 1,500 articles on the firm’s website probing such topics as globalization, leadership, finance, mergers and acquisitions, and partnership structures. He is a sought-after speaker and frequently appears at law firm retreats and legal industry conferences in the United States and around the world. Bruce has written for or been quoted in: Fortune; The Wall Street Journal; The New York Times; The Washington Post: Bloomberg News/Radio/TV; Business 2.0; The International Herald Tribune; The National Law Journal; The ABA Journal; The Lawyer,and in numerous other media. Before founding Adam Smith, Esq., Bruce: Practiced securities and corporate law with Breed, Abbott & Morgan and with Shea & Gould in New York; and Was an inhouse securities lawyer with Morgan Stanley/Dean Witter on Wall Street for nearly ten years. Bruce was educated at Princeton University (BA magna cum laude in economics) and at Stanford Law School (JD).  He also completed the MBA coursework at NYU’s Stern School of Business (evening program) while at Morgan Stanley. A native Manhattanite, he lives on New York’s Upper West Side with his wife and their dog.

    105: Women and Leadership Development - Jan Anne Dubin

    Play Episode Listen Later Feb 8, 2016 31:17


    A pioneer in the field of professional services marketing, Jan Anne Dubin over 30 years of experience leading, innovating, and serving as a change-agent and a connector. Ms. Dubin’s has particular expertise in the areas of revenue generation and has led hundreds of cross-functional teams in pursuit of new business. Jan is the founder and CEO of Jan Anne Dubin Consulting a firm that delivers a diverse range of business development, client service, marketing and strategic communications solutions to professional service firms, and other vibrant businesses and individuals. Ms. Dubin founded Jan Anne Dubin Consulting in 2009, after serving as a director of the business development team at LECG. She served as the first North American Business Development Director for Baker & McKenzie LLP and was the Director of Client Relations for DLA Piper US LLP and its legacy firms where she served in various senior management and leadership roles for over 17 years.

    104: Face-to-Face Meetings as the Crux of Business Development - Michael Morgan

    Play Episode Listen Later Feb 5, 2016 28:41


    Mike Morgan is one of the nation’s top lawyers in the field of cybersecurity and privacy. He advises clients on cyber attack response; cyber security; privacy and data security obligations under U.S. and foreign laws; and data security policies and best practices. For more than two decades, he has represented clients in complex litigation, including consumer class actions and government investigations. Mike's accomplishments include advising clients on large-scale data breaches, including breaches involving more than 50 million consumer records and breaches involving consumers in dozens of countries. Mike is a frequent speaker at conferences on cybersecurity, privacy, and consumer data issues and publishes regularly on such issues. Before joining his current firm in 2002, Mike was General Counsel of a web app development company.

    103: Leadership for Lawyers - Mark Beese

    Play Episode Listen Later Feb 3, 2016 24:29


    Mark is President of Leadership for Lawyers, LLC, a consultancy focused on helping lawyers and other professionals become better leaders and business developers.  He provides training, coaching and consultation to firms in the areas of leadership development, business development and marketing. His clients range from small, single office firms to global Amlaw 100 firms.  He is a frequent speaker on the topic of leadership to law firms, professional associations and law firm networks.

    102: How to Foster Individual and Practice Group Business Development - Kathleen Cannon

    Play Episode Listen Later Feb 1, 2016 29:56


    Kathy Cannon is managing partner of the firm’s Washington, D.C. office and former chair of the International Trade and Customs practice group. With more than 30 years of experience in international trade law, Ms. Cannon focuses her practice on assisting domestic industries that are experiencing injury due to unfairly traded imports, primarily through the use of antidumping and countervailing duty laws.Ms. Cannon has been involved in a wide range of trade matters and specializes in the injury phase of trade remedy actions before the U.S. International Trade Commission. She regularly appears before the U.S. Department of Commerce and the U.S. Trade Representative and has participated in numerous oral arguments before the U.S. Court of International Trade and the U.S. Court of Appeals for the Federal Circuit.Ms. Cannon has participated in implementing trade legislation and regulations. She has been involved in rules and dispute settlement issues before the World Trade Organization (WTO). She has also represented U.S. exporters charged with dumping in third countries.

    101: How the ACC Value Challenge Affects Business Development - Michael Roster

    Play Episode Listen Later Jan 29, 2016 31:57


    Michael Roster was Managing Partner of Morrison & Foerster’s Los Angeles office as well as co-chair of the firm’s Financial Services Practice Group worldwide, resident in both Los Angeles and Washington, D.C. He subsequently served as General Counsel of Stanford University and Stanford Medical Center and then of Golden West Financial Corporation.Mike has been a director and chair of the Association of Corporate Counsel, an outside director and vice chair of Silicon Valley Bank, chair of the Stanford Alumni Association, and chair of two start-up companies: Insert Therapeutics and Encirq. He also is a former director of the California Bankers Association and the Federal Home Loan Bank of San Francisco. Mike is currently the steering committee co-chair of the Association of Corporate Counsel’s Value Challenge, a project that is promoting fundamental reforms in how law firms and in-house counsel serve clients. He also is a director of MDRC, a nonprofit corporation based in New York that that evaluates the effectiveness of government and other programs affecting lower income families and individuals, and he chaired several years ago a project funded by two foundations that developed a private sector approach to eliminate abuses in consumer credit cards in the U.S. The past five years, Mike also has been teaching an upper division contracts course at the University of Southern California Gould School of Law where the goal is for students to be at a second-year attorney level or higher in contracts by the end of the course. He also served on two faculty task forces looking at reforms in the law school’s curriculum.

    100: Legal Marketing and 3D Printing - John Hornick

    Play Episode Listen Later Jan 27, 2016 30:33


    John has been a counselor and litigator in the Washington, D.C. office of the Finnegan IP law firm (one of the large IP firms in the world) for over 30 years, where he has litigated close to 100 IP cases. John founded Finnegan’s 3D Printing Working Group and advises clients about how 3D printing may affect their businesses. John frequently speaks and writes on 3D printing and has been recognized as a thought leader in this space. He is the author of a popular book, 3D Printing Will Rock the World, which has been called a “must-read” offering “rare insight into how 3D printing is redefining what can be designed and manufactured.” His articles have been published at www.3DPrintingIndustry.com, in the Journal of 3D Printing & Additive Manufacturing, where he serves on the Editorial Board, and in Wired Innovation, and he writes a column for 3D Printing World. He was the only IP attorney selected by the U.S. Comptroller General Forum on Additive Manufacturing (which is the basis of a report to Congress). John is a juror for the International Additive Manufacturing Award.

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