Podcasts about litigation support

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Best podcasts about litigation support

Latest podcast episodes about litigation support

Physician's Guide to Doctoring
#435- Fighting Back: How Doctors Can Take Control in a Malpractice Battle with Dr. Gita Pensa

Physician's Guide to Doctoring

Play Episode Listen Later Feb 6, 2025 30:27


Looking to connect with a community of physician podcasters? We provide the tools, connections, and resources you need to amplify your voice and grow your audience. Be part of something exciting as we prepare to launch. Join the Doctor Podcast Network today!—--------In this episode, Dr. Gita Pensa advocates for physicians navigating the storm of malpractice lawsuits. She opens up about the emotional and psychological toll of physicians being sued. She shares her own journey through litigation and how it inspired her to help others facing similar struggles. Dr. Pensa helps refine doctors' mindset during litigation, providing insightful guidelines to help defend themselves with confidence and clarity during depositions and trials. She recommends two goals for everyone in deposition; one is to accept the situation. Letting go of the emotions rather than argue over reality. At best grief, but don't suffer guilt. Secondly, that physicians be good defendants for themselves. She stresses that the physician's overall objective is to get the jury into their thought process, since they are not medical practitioners themselves.She believes that by supporting each other and advocating for systemic change, physicians can not only survive litigation but grow stronger through it. She also encourages doctors to push back against the unrealistic expectation of perfection in medicine, reminding them that they're humans. BIODr. Gita S. Pensa, M.D. is a speaker, educator, coach, and creator of Doctors and Litigation: The L Word. An associate Professor of Emergency Medicine, Clinician Educator, and Associate Director of the Emergency Digital Health Innovation program at Alpert Medical School of Brown University. She is the editor/host of the Academic Emergency Medicine podcast series, AEM Early Access. She podcasts and speaks nationally on litigation and litigation stress, and most recently won the 2019 Rhode Island ACEP chapter's Special Service Recognition Award for 'Courageous Public Advocacy of Rhode Island Emergency Medicine Colleagues.'She is widely recognized as one of the nation's leading experts on malpractice litigation, stress, and physician litigation support. She gives practical and psychological preparation necessary for malpractice litigation defendants. She's been featured in forums such as Time Magazine, South by Southwest, NPR, and a new PBS documentary, A World of Hurt, How Medical Malpractice Fails Everyone. She helps good doctors manage the stressors of adverse events, litigation, and burnout. Website: doctorsandlitigation.comLinkedIn: https://www.linkedin.com/in/gita-pensa-m-d-693557189Twitter (X): https://x.com/GitaPensaMDDoctors and Litigation: The L Word  Did you know…You can also be a guest on our show? Please email me at brad@physiciansguidetodoctoring.com to connect or visit www.physiciansguidetodoctoring.com to learn more about the show!Socials:@physiciansguidetodoctoring on FB@physicianguidetodoctoring on YouTube@physiciansguide on Instagram and Twitter   Visit www.physiciansguidetodoctoring.com to connect, dive deeper, and keep the conversation going. Let's grow! Disclaimer:This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.

The Paralegal Voice
Mastering E-Discovery, Legal Tech, and Herding Digital Cats at Your Firm

The Paralegal Voice

Play Episode Listen Later Jan 16, 2025 35:53


Digital information management is a delicate balancing act, connecting the moving parts of a busy legal operation with the information technologists who manage the data. How do you pull an entire office together and manage and leverage all that information?  Guest Stephanie Clerkin is the Director of Litigation Support at Korein Tillery and a 2024 recipient of the Gayle O'Connor Spirit Award, which celebrates e-discovery and legal technology leaders who make noteworthy contributions to the fields of e-discovery, legal tech, information governance, cybersecurity, and data privacy. The award is named for the late Gayle O'Connor.  Hear some of the secrets of bringing people together around technology (even dragging along some of the stragglers who have “always done it this way”). You'll learn to adapt to different styles, demonstrate the value of efficient data management, and sometimes do more with less. Legal tech and data management never sleeps. Helping everyone – from support staff to senior attorneys – keep up is a challenge.  Finding a mentor, establishing a work life balance, and mastering technology test us all, but Clerkin has tips you can put to work now.  Mentioned in This Episode: Gayle O'Connor Spirit Award announcement Relativity e-discovery platform Relativity certifications Make-A-Wish Young Professionals NALA Conference & Expo 2025 NALA, The Paralegal Association Learn more about your ad choices. Visit megaphone.fm/adchoices

Legal Talk Network - Law News and Legal Topics
Mastering E-Discovery, Legal Tech, and Herding Digital Cats at Your Firm

Legal Talk Network - Law News and Legal Topics

Play Episode Listen Later Jan 16, 2025 35:53


Digital information management is a delicate balancing act, connecting the moving parts of a busy legal operation with the information technologists who manage the data. How do you pull an entire office together and manage and leverage all that information?  Guest Stephanie Clerkin is the Director of Litigation Support at Korein Tillery and a 2024 recipient of the Gayle O'Connor Spirit Award, which celebrates e-discovery and legal technology leaders who make noteworthy contributions to the fields of e-discovery, legal tech, information governance, cybersecurity, and data privacy. The award is named for the late Gayle O'Connor.  Hear some of the secrets of bringing people together around technology (even dragging along some of the stragglers who have “always done it this way”). You'll learn to adapt to different styles, demonstrate the value of efficient data management, and sometimes do more with less. Legal tech and data management never sleeps. Helping everyone – from support staff to senior attorneys – keep up is a challenge.  Finding a mentor, establishing a work life balance, and mastering technology test us all, but Clerkin has tips you can put to work now.  Mentioned in This Episode: Gayle O'Connor Spirit Award announcement Relativity e-discovery platform Relativity certifications Make-A-Wish Young Professionals NALA Conference & Expo 2025 NALA, The Paralegal Association Learn more about your ad choices. Visit megaphone.fm/adchoices

The Appraisal Update - the official podcast of Appraiser eLearning
The Appraisal Update - Episode 192 | Appraising Like a Cowboy

The Appraisal Update - the official podcast of Appraiser eLearning

Play Episode Listen Later Dec 30, 2024 39:30


What did you want to be when you were a kid? A firefighter? A cowboy? A lot of kids don't even know what an appraiser is. Join Bryan and his guest Brad Bassi, a real cowboy-turned-appraiser in Temecula, CA. Brad shares his journey from focusing on mortgage-related appraisal work to specializing in private-party assignments like proposed construction, ranches, and litigation support.Curious about switching things up in your career? Tune in to hear Brad's story—and his thoughts on how to carve out a great niche in your appraisal practice. You can even meet up with Bryan and Brad at ACTS and learn how to really rope in new opportunities.Check out Brad's website here: https://www.strawhatent.com/

EDRM Global Podcast Network
Illumination Zone: Episode 179 | Chris Bojar of Barack Ferrazzano Kirschbaum & Nagelberg LLP sits down with Kaylee & Mary

EDRM Global Podcast Network

Play Episode Listen Later Sep 13, 2024 24:10


Chris Bojar, Director of eDiscovery and Litigation Support for Barack Ferrazzano Kirschbaum & Nagelberg LLP sits down with Kaylee & Mary to talk about his journey to eDiscovery from the Summation days through Relativity One. Chris talked about the support his firm and the IT team gave him and eDiscovery as they built a team and a tech stack, his work with EDRM's GDPR project including judicial training webinars and an Olympic fun fact about him.

Dear Legal Ops
Ep. 47: DLO Live @ The Masters Conference

Dear Legal Ops

Play Episode Listen Later Aug 22, 2024 44:11


This week, we're live from The Masters Conference Legal Power Skills, hosted by Rich Robinson. Co-hosts Tom and Tommie, joined by Cat Casey and a live audience, open an anonymous letter from Charlie "Champion-for-Change" Chapman from California. Together, they discuss navigating change and building personal brands in the legal industry, sharing experiences and insights from their careers. Whether battling impostor syndrome or looking to develop meaningful relationships, discover how power skills in the workplace can help you understand your audience, stay true to yourself, and balance data-driven insights with emotional intelligence.      Special thanks to The Masters Conference and Rich Robinson for his expert moderation.    Rich Robinson, Director, Legal Operations and Litigation Support at Toyota North America (LinkedIn: @RichRobinson-Toyota)    Dear Legal Ops  IG: @dearlegalops  LinkedIn: @dearlegalops  Facebook: @dearlegalops  Twitter: @dearlegalops  TikTok: @dearlegalops  www.dearlegalops.com    Tommie Tavares-Ferreira  Linkedin: @tommie  IG: @suttontell    Tom Stephenson  LinkedIn: @tstephenson1  IG: @tacotacotomtom    This is a Redd Rock Music Podcast  IG: @reddrockmusic  www.reddrockmusic.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Attorney Lounge
e-Discovery 101 with Stephanie Clerkin, Director of Litigation Support at Korein Tillery

The Attorney Lounge

Play Episode Listen Later Mar 12, 2024 45:14


Stephanie Clerkin (https://www.linkedin.com/in/stephanieclerkin/) joins Brian Roberts(https://www.linkedin.com/in/beeberts/) in the Attorney Lounge (https://linktr.ee/attorneylounge) to talk about her career and provide a high level overview of e-Discovery. Brian and Stephanie talk about the beginning of their careers and trying to figure out how you learn and build expertise in your industry when you're starting without any experience. Stephanie discuss how she bridges the gap between legal teams and information technology personnel by speaking the language of both groups of professionals. She walks through what a good process looks like when organizing an e-Discovery project, the technology she leverages, and how to streamline and make the process as efficient as possible.Stephanie grew up in St. Louis, obtained her Finance degree from Saint Louis University and started her career as a Financial Analyst at RubinBrown LLP where she worked on various projects that introduced her to the world of litigation support. From there, she moved to Korein Tillery in 2013 to spearhead the firm's litigation support efforts. In that time, Stephanie has become a recognized expert in the litigation support and e-Discovery world with a large following on social media. She discusses her interest in building a social media presence and how she balances a variety of roles and activities, including being a Mom, her day job, her social media presence, and the various trade groups she's involved in. In that regard, Stephanie offers advice on how to manage workloads, avoid burnout and ensure work-life balance in an industry where that can be tough to accomplish.Brian and Stephanie discuss the incredible opportunities that exist in the legal ops industry. Stephanie recommends starting with ACEDS (https://aceds.org/) if you're interested in learning more about the e-Discovery industry. Given that the industry is relatively new, they discuss how many of the professionals in the eDiscovery industry are essentially founders who have built careers, learned from the beginning and are open to welcoming and educating new entrants.Please visit the links below for more information about Stephanie, Brian, Korein Tillery and Array, who serves as the host sponsor of The Attorney Lounge.Links:Stephanie Clerkin: https://www.linkedin.com/in/stephanieclerkin/Brian Roberts: https://www.linkedin.com/in/beeberts/Korein Tillery: https://www.koreintillery.com/Array: https://www.trustarray.com Lawyers careers

Dear Legal Ops
Ep. 39: Pit-Stop Principles & Microsecond Maneuvers

Dear Legal Ops

Play Episode Listen Later Feb 15, 2024 37:26


This week, we're revving up with Rich Robinson, Director of Legal Operations and Litigation Support at Toyota North America. Join co-hosts Tom Stephenson and Tommie Tavares-Ferreira as they explore the world of metrics and data in the fast lane, where every microsecond counts. Get ready to align your people-focused operational strategy with business goals, emphasizing teamwork and fostering innovation. Buckle up for this high-octane episode that leaves no room for flat tires, but instead focuses on the nitty-gritty of driving success and powering the engine of your teams. This episode was made possible by our sponsor, Legal.io. Rich Robinson, Director, Legal Operations and Litigation Support at Toyota North America (LinkedIn: @RichRobinson-Toyota) Dear Legal Ops IG: @dearlegalops LinkedIn: @dearlegalops Facebook: @dearlegalops Twitter: @dearlegalops TikTok: @dearlegalops www.dearlegalops.com Tommie Tavares-Ferreira Linkedin: @tommie IG: @suttontell Tom Stephenson LinkedIn: @tstephenson1 IG: @tacotacotomtom This is a Redd Rock Music Podcast IG: @reddrockmusic www.reddrockmusic.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Mastering Money: The Educator’s Edition
S9 E01: Money Laundering – The Hidden Trail

Mastering Money: The Educator’s Edition

Play Episode Listen Later Jan 25, 2024 28:55


Increased risks of fraud scams leading to money laundering have intensified as we step further into the digital era. As our financial institutions become more digitized, so increases a fraudster's ability to generate and move illicit funds anonymously and instantaneously. What is money laundering? How has it evolved? How can it affect you? In this episode, we dive into the complexities of money laundering, exploring its impact on society, businesses, and individuals. We will also discuss governmental measures and initiatives to counteract these challenges and how you can report suspicious financial activities. Join Terence Karacsony, CPA, CA, CFF, MFAcc Senior Manager in the Valuations, Forensics and Litigation Support practice of the Winnipeg Office of MNP LLP and Sarah Mulhall Director, Regulatory Affairs and Public Interest at CPA Canada, as we discuss the multifaceted landscape of money laundering, its consequences, and the collaborative efforts necessary to address this global issue. Key Takeaways: Learn and understand the methods of money laundering and its illicit origins. Explore how the evolution of technology can be both exploited and used as a preventative tool against money laundering. Understand the role of financial institutions, businesses and CPAs in detecting, mitigating and preventing money laundering. Discover how money laundering affects business, society and everyday Canadians. Understand the importance of reporting suspicious activities and why individuals must report such behaviour. Resources: Anti-Money Laundering Resources Anti-Money Laundering Policy The CPA's Role in Fighting Corruption and Money Laundering – Foresight: The CPA Podcast, Season 2, Episode 8 A Governance Framework for Anti-Corruption and Responsible Business Other: AML Rules: Why You Need to Know the Meaning of Non-Compliance Guide to Comply with Canada's Anti-Money Laundering and Anti-Terrorist Financing (AML/ATF) Legislation Other Financial Literacy Resources Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

The Paralegal Voice
Litigation Support Skills, eDiscovery, And Advancing Your Career

The Paralegal Voice

Play Episode Listen Later Oct 19, 2023 34:01


Guest Cheryl Garner, CEDS, walks through not only becoming a better paralegal, but pursuing higher career goals, earning credentials, and specializing in eDiscovery and litigation support. She's a litigation manager overseeing her firm's eDiscovery program, educating attorneys and colleagues on best practices, and staying abreast of the latest trends. Litigation paralegal professionals play a key role in law firm operations.  Successful paralegals are comfortable with technology and embrace every opportunity to learn. Today's top litigation paralegals are eDiscovery pros.  Negotiating with vendors, establishing rates, managing operations, and freeing up attorneys to focus on legal strategy with the assurance that the foundations are strong are all part of a paralegal's role in litigated cases.  The skills and demands are always changing and evolving. Preservation, data collecting, and presenting evidence at trial have changed as the legal world shifts from boxes of paper records to electronic documents, emails, and eDiscovery. Tech skills and expertise with digital review platforms are table stakes in this new environment. Learn to uncover opportunities to advance your skills and career. Mentioned in this Episode: Electronic Discovery Reference Model (EDRM) Relativity CSDisco Reveal Everlaw What is a "Load File," NALA ACP Certification ACEDS Certification Electronic Discovery Institute Rutter Group guides Matthew Bender Practice Guides Los Angeles Paralegal Association (LAPA) NALA, The Paralegal Association

Legal Talk Network - Law News and Legal Topics
Litigation Support Skills, eDiscovery, And Advancing Your Career

Legal Talk Network - Law News and Legal Topics

Play Episode Listen Later Oct 19, 2023 34:01


Guest Cheryl Garner, CEDS, walks through not only becoming a better paralegal, but pursuing higher career goals, earning credentials, and specializing in eDiscovery and litigation support. She's a litigation manager overseeing her firm's eDiscovery program, educating attorneys and colleagues on best practices, and staying abreast of the latest trends. Litigation paralegal professionals play a key role in law firm operations.  Successful paralegals are comfortable with technology and embrace every opportunity to learn. Today's top litigation paralegals are eDiscovery pros.  Negotiating with vendors, establishing rates, managing operations, and freeing up attorneys to focus on legal strategy with the assurance that the foundations are strong are all part of a paralegal's role in litigated cases.  The skills and demands are always changing and evolving. Preservation, data collecting, and presenting evidence at trial have changed as the legal world shifts from boxes of paper records to electronic documents, emails, and eDiscovery. Tech skills and expertise with digital review platforms are table stakes in this new environment. Learn to uncover opportunities to advance your skills and career. Mentioned in this Episode: Electronic Discovery Reference Model (EDRM) Relativity CSDisco Reveal Everlaw What is a "Load File," NALA ACP Certification ACEDS Certification Electronic Discovery Institute Rutter Group guides Matthew Bender Practice Guides Los Angeles Paralegal Association (LAPA) NALA, The Paralegal Association

The DotCom Magazine Entrepreneur Spotlight
Steve Vincze, President & CEO, TRESTLE Compliance, A DotCom Magazine Interview

The DotCom Magazine Entrepreneur Spotlight

Play Episode Listen Later Sep 8, 2023 37:10


About Steve Vincze and TRESTLE Compliance: I deliver immediate value to Biotech, Specialty Pharma and MedTech businesses by creating precision risk assessments and compliance programs that propel growth. Based in the Boston biotech hub, I founded TRESTLE Compliance to offer partner-level expertise 100% of the time. We find a way to say yes so you can grow your business. We're entrepreneurs ourselves, so we understand that agility and speed to market are paramount. I've built my career around designing effective compliance solutions, with expertise in sales, anti-kickback, false claims and anti-corruption issues. I've served in a multitude of senior executive compliance roles, as well as a Deloitte senior leader and an officer in the U.S. Marine Corps. Our talented team has worked at the FDA, Big 4 consulting firms and law firms, and include licensed attorneys, PhDs and software innovators. At TRESTLE, you won't have a junior level consultant learning on your time and dime. Instead, you'll get direct access to professionals who can quickly identify risk and implement resourceful solutions. We build compliance trestles for life science businesses. Our frameworks provide support and value no matter the phase of your life science organization, whether you're rallying investors or ready to roll out your product. Services include: Strategic Design & Implementation; Commercial/Operations Support; Technology Solutions; Outsourced & International Support; Regulatory, Investigative & Government Support; Investor Support; & Litigation Support. I founded TRESTLE with the vision of delivering partner-level consulting with greater precision and faster turnarounds. My time as a Marine engrained a sense of urgency and preparedness that I bring to every TRESTLE client. We successfully lead clients through the compliance and privacy terrain by striking the right balance of scientific, business and legal considerations. Welcome to TRESTLE Compliance, where we cultivate a business-friendly approach to compliance. Based in the Boston biotech hub, TRESTLE is a highly-specialized consulting firm offering the full spectrum of compliance, risk and regulatory services. Our multi-disciplined team of professionals, each with 20+ years of expertise, creates custom, properly scaled solutions with precision, speed and unmatched value. We find a way to strike the right balance by creating collaborative, practical and effective compliance solutions that help you grow your business and stay compliant! We're entrepreneurs ourselves, so we understand that agility and speed to market are paramount. I've built my career around designing effective compliance and privacy solutions, with expertise in sales, anti-kickback, false claims and anti-corruption issues. I've served in a multitude of senior executive compliance roles, as well as a Deloitte consultant and an officer in the U.S. Marine Corp. We create actionable plans for clients and I'm happy to share details about some of our recent successes. A sampling of clients and partners: Pharming, Cycle Pharma, Oncocyte, Myriad, Mintz & Sidley. We're here to support you and your business. We fill the gaps and make your life easier. The TRESTLE team is the reliable, dependable, strong support for any piece of a compliance program you need. We have relationships and partnerships with the right people to bring you the solutions you need. Our team specializes in targeted risk assessments and training, as well as comprehensive compliance programs. We can be your interim compliance officer or your in-house counsel. That's our strength. We are your trusted partner, and you can lean on us.

AICPA Forensic and Valuation Services (FVS)
Expert Witness - Defending your Business Valuation in Litigation

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Aug 17, 2023 19:47


Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the chair for the AICPA's expert witness workshop for the past several years.  In this episode, Stacy discusses: •    Her path to becoming an expert witness •    The role of the expert witness •    Working with counsel to identify the relevant facts in the matter •    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts RESOURCES for Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS Section members save!  Click here to find out how to join!   Expert Witness Workshop, Nov 06 - Nov 08, 2023.  FVS section discount: $550 2023 Forensic and Valuation Services Conference) Nov 06 - Nov 08, 2023.  FVS section discount: $500 FVS webcast | Oct 17:  Overview of Expert Reports, Depositions, and Trial  FVS section discount: $90 FVS webcast archive | Two perspectives on the path to becoming an FVS expert for litigation. Free for FVS Section members 2022 FVS Conference session “Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between”   Podcast Archives (Free) - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

FVS Podcasts
Expert Witness - Defending your Business Valuation in Litigation

FVS Podcasts

Play Episode Listen Later Aug 17, 2023 19:47


Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the chair for the AICPA's expert witness workshop for the past several years.  In this episode, Stacy discusses: •    Her path to becoming an expert witness •    The role of the expert witness •    Working with counsel to identify the relevant facts in the matter •    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts RESOURCES for Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS Section members save!  Click here to find out how to join!   Expert Witness Workshop, Nov 06 - Nov 08, 2023.  FVS section discount: $550 2023 Forensic and Valuation Services Conference) Nov 06 - Nov 08, 2023.  FVS section discount: $500 FVS webcast | Oct 17:  Overview of Expert Reports, Depositions, and Trial  FVS section discount: $90 FVS webcast archive | Two perspectives on the path to becoming an FVS expert for litigation. Free for FVS Section members 2022 FVS Conference session “Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between”   Podcast Archives (Free) - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ABV Credential (Accredited in Business Valuation) CFF Credential (Certified in Fraud and Forensics)

ILTA
Keeping Up with Hands-Off Communication with Hands Off Teams

ILTA

Play Episode Listen Later Jun 29, 2023 16:51


In this podcast session, the moderator will discuss with an attorney the best communications strategies and practices they have encountered with Litigation Support and Legal Staff. Questions the moderator will ask the speaker: -What are some steps you take to keep communication consistent in your remote team? -What are some pitfalls about purely remote work that some managers or team members might not consider? -Do you find that your communication style changes between individual team members or is it more consistent due to remote work? -How often do you think you need to stay in contact with team members to maintain consistent communication? -Do you have any advice for remote managers to follow for best practices? Moderator: @Ryan Gerlach - Legal Analyst, State of California Office of the Attorney General, DOJ Speaker: @Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP Recorded on 06-29-2023

AICPA Forensic and Valuation Services (FVS)
From Retention to Report Issuance and Everything In Between

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Jun 22, 2023 14:13


Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind Description: Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space.  Today's episode features both the attorney's perspective and the forensic and/or valuation specialist, specific topics covered are: ·         Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney ·         A road map for the new forensic and valuation expert start starting out in litigation support engagements ·         A good refresher for the experts ·         How and what happens behind the scenes. For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS section members attend for FREE.  June 27:  Two Perspectives on the Path to Becoming an FVS Expert for Litigation Conference Workshop, Nov 6-8:  AICPA & CIMA Expert Witness Skills Workshop Early bird pricing through September 22 – attend and network with attendees at the FVS Conference in Las Vegas! Webcast prereq:  Oct 17:  Overview of Expert Reports, Depositions, and Trial  - free for workshop attendees! Available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session:  FVC2213 - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·         ABV Credential (Accredited in Business Valuation) ·         CFF Credential (Certified in Fraud and Forensics)

FVS Podcasts
From Retention to Report Issuance and Everything In Between

FVS Podcasts

Play Episode Listen Later Jun 22, 2023 14:13


Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind Description: Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space.  Today's episode features both the attorney's perspective and the forensic and/or valuation specialist, specific topics covered are: ·         Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney ·         A road map for the new forensic and valuation expert start starting out in litigation support engagements ·         A good refresher for the experts ·         How and what happens behind the scenes. For Further exploration on this topic:  If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  FVS section members attend for FREE.  June 27:  Two Perspectives on the Path to Becoming an FVS Expert for Litigation Conference Workshop, Nov 6-8:  AICPA & CIMA Expert Witness Skills Workshop Early bird pricing through September 22 – attend and network with attendees at the FVS Conference in Las Vegas! Webcast prereq:  Oct 17:  Overview of Expert Reports, Depositions, and Trial  - free for workshop attendees! Available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session:  FVC2213 - From Retention to Report Issuance and Everything In Between This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you're not already a member, visit us online and consider joining this active community of your FVS peers. You'll get free CPE and access to rich technical content. Don't miss an episode – Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com Information on credentials Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. ·         ABV Credential (Accredited in Business Valuation) ·         CFF Credential (Certified in Fraud and Forensics)

Uncovering Hidden Risks
How eDiscovery Can Help You Reduce Data and Risks in Three Steps

Uncovering Hidden Risks

Play Episode Listen Later Jun 21, 2023 21:39


As data volumes continue to balloon, it's becoming clear that the quickest path to victory does not involve the fewest steps. This month's episode of Uncovering Hidden Risks explores ways to defensibly move data minimization decisions upstream to collaboratively expedite the eDiscovery process. EJ Bastien, Director of Discovery Programs at Microsoft, joins Erica Toelle and guest host Caitlin Fitzgerald for the discussion. EJ leads the eDiscovery and Litigation Support team at Microsoft. EJ shares his experience using technology to address the challenges of eDiscovery in the modern cloud world and shares some strategies and best practices to help mitigate risk.       In This Episode You Will Learn:       Advice for organizations trying to handle the growing amount of new data types   Best practices for implementing an effective eDiscovery strategy  Why you should be excited about the future of eDiscovery      Some Questions We Ask:      What trends are you seeing that are affecting the eDiscovery space?  How you are approaching some of the new technology innovations?   What benefits are there to using Purview eDiscovery Premium internally at Microsoft?     Resources:     View EJ Bastien on LinkedIn  View Caitlin Fitzgerald on LinkedIn  View Erica Toelle on LinkedIn    Related Microsoft Podcasts:            Listen to: Afternoon Cyber Tea with Ann Johnson    Listen to: Security Unlocked       Listen to: Security Unlocked: CISO Series with Bret Arsenault          Discover and follow other Microsoft podcasts at microsoft.com/podcasts     Uncovering Hidden Risks is produced by Microsoft and distributed as part of The CyberWire Network.  

ILTA
Legal Operations and eDiscovery

ILTA

Play Episode Listen Later May 24, 2023 20:40


Legal Operations is a broad emerging discipline that encompasses all aspects of the business of law including litigation support, technology, service delivery and more. Thus, eDiscovery is a major operational consideration for law firms and corporate law departments tasked with managing and securing data. Organizations typically handle eDiscovery along a spectrum where they insource or outsource certain elements of the process. What are the risks and benefits of different eDiscovery service models? How might development of key personnel to manage aspects of service give firms a competitive advantage? Questions Ann asked the speakers: -How would you describe the significance of eDiscovery services as a component of legal operations for a law firm or corporation? -What are some of the costs associated with developing talent to manage eDiscovery within the firm, and how are those costs justified? -What additional considerations should be weighed when determining how much of the eDiscovery process to insource? -Once you start a team, how can you grow the team and what additional areas could the group serve? Moderator: @Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP Speakers: @Joy Holley - Legal Operations Consultant, Vertex Advisor @Richard Robinson - Director of Legal Operations and Litigation Support, Toyota North America Recorded on 05/24/2023

Mass Tort News LegalCast
Plaintiff-Focused Litigation Support Services for Mass Torts with Mark Eveland

Mass Tort News LegalCast

Play Episode Listen Later Apr 4, 2023 41:30


As co-founder and CEO of Verus, Mark Eveland holds decades of experience building settlement and claim management programs for cases including mass torts, class actions, and insurance runoffs. Before founding Verus in 2003, Mark consulted on large-scale product liability litigation, including asbestos and breast implants, among others. Verus offers clients research, discovery, analytics, and settlement administration support to many of the best litigators in the country.   Mark Eveland Social Media LinkedIn - https://www.linkedin.com/in/mark-eveland-94976b6/  Facebook - https://www.facebook.com/mark.eveland.549    Verus LLC Social Media LinkedIn - https://www.linkedin.com/company/verus-claims-services-llc/  Facebook - https://www.facebook.com/verusllc  Twitter - https://twitter.com/VerusLLC  Instagram - https://www.instagram.com/verusllc/     Remember to subscribe and follow us on social media…     LinkedIn: https://www.linkedin.com/company/mass-tort-news Twitter: https://www.twitter.com/masstortnewsorg Facebook: https://www.facebook.com/masstortnews.org

The Appraisal Update - the official podcast of Appraiser eLearning
The Appraisal Update - Episode 121 | Rik Bass, MAI & Expert Witness

The Appraisal Update - the official podcast of Appraiser eLearning

Play Episode Listen Later Nov 8, 2022 33:39


Supply and demand are basic economic forces. As we know, the more scarce a desired product or service is, the higher the price. This means a small pool of valuation pros offering expert services like litigation support can command a good price. Litigation appraising or support is an interest-rate safe field. People will always become deceased and get divorced (not in that order). Roads will be built and widened and easements needed. Listen in as Bryan and his guest, a litigation specialist, explain a great way to set yourself apart and make more money.* * * * * * * * * * * * *At Appraiser eLearning, we're here to help our fellow professionals.  Our motto: Learn because you want to.We're more than just a CE shop. We offer free training and resources to our community of followers. So next time you're on the road or have some free time, download an episode of “The Appraisal Update Podcast,” or tune into our free monthly webinar, “The Appraisal Report Webinar.” Appraiser eLearning is the trusted resource for appraisers – available 24/7, anywhere, from any device. It's all online, and it's all flexible.https://appraiserelearning.com

Beyond Clinical Medicine Podcast
Beyond Clinical Medicine Episode 43: Improving Opioid Prescribing Techniques

Beyond Clinical Medicine Podcast

Play Episode Listen Later Aug 4, 2022 28:16


With the opioid epidemic in America showing troubling trends, such as a steep rise in the number of opioid-related deaths during the pandemic, healthcare professionals face increased challenges to develop better opioid prescribing habits while maintaining quality care. On this episode of the Beyond Clinical Medicine Podcast, Dr. Robert Strauss, Chief Medical Training Officer, interviews Dr. Nathan Schlicher, Regional Medical Director of Quality Assurance and Associate Director of Litigation Support. Dr. Schlicher is the clinical lead for the Better Prescribing, Better Treatment program, a collaborative effort in Washington state to promote clinician-driven guidelines for improved opioid prescribing techniques.   Learn more about the Better Prescribing, Better Treatment program: https://wsma.org/better-prescribing

Forensic Focus
Frontline Managed Services' Kyle Campbell on DFIR & E-Discovery Career Skills & Pathways

Forensic Focus

Play Episode Listen Later Jul 18, 2022 39:54


Kyle Campbell, Vice-President of Litigation Support at Frontline Managed Services, joins Christa Miller to talk through the breakdown of silos between digital forensics, e-discovery, and incident response, and the continued increases in complexity and interconnectivity of data sources as well as the impact of data privacy laws and evolving case law on preservation and collection. To collaboratively solve problems and add value and insights to clients and courts in this landscape, e-discovery and digital forensics professionals need technical and communication skills in information governance, data privacy, and data security -- and the ability to explain them clearly and simply.

ILTA
Managing Expectations in eDiscovery

ILTA

Play Episode Listen Later Jun 27, 2022 16:27


Project management skills are essential in litigation support to respect deadlines and deliverables. Similar to juggling many balls at once and the trick is not to drop one, two, or more. Get advice from experts on managing expectations - the key to success is not always known - but the key to failure is certainly trying to please everyone. Questions Kathy will ask speakers: - What are some of the most difficult expectations you have had to deal with and how have you dealt with them? - Do you have any time management strategies you can pass along? How can you effectively prioritize to meet demands? - Can or should a plan-B be offered when a deliverable is impossible ? - What advice would you give to someone about managing expectations? Moderator: @Kathy Dallaire, CEDS - CEDS, eDiscovery and Litigation Support Coordinator, Stikeman Elliott LLP Speakers: @James MacGregor - Partner, Forcyd @Stephanie Clerkin -  Director of Litigation Support, Korein Tillery LLC Recorded on 06-27-2022​​

TCPA TODAY
FIGHTS COMING: FTC Hiring Litigation Support Specialists for Bureau of Consumer Protection/ Division of Litigation Technology & Analysis

TCPA TODAY

Play Episode Listen Later Jun 10, 2022 2:41


This episode is also available as a blog post: https://tcpaworld.com/2022/06/10/fights-coming-ftc-hiring-litigation-support-specialists-for-bureau-of-consumer-protection-division-of-litigation-technology-analysis/

The Trades
Ep32 Scott Ferrell- BlackMountainPlumbing.com

The Trades

Play Episode Listen Later Jun 7, 2022 40:03


W. Scott FerrellCEOScott completed his four-year plumber's apprenticeship August 1, 1989 through the Plumbers & Pipefitters Union, Local #230 and became a Licensed Plumbing Contractor on October 21, 1993. Scott is the CEO of Black Mountain Plumbing, Inc. and has served on the Executive Board of the San Diego Plumbing, Heating & Cooling Contractors Association. He is an expert witness for litigation involving plumbing issues (CV located under Litigation Support on this Website). Scott has a background in Construction Management which affords him the knowledge and experience required to efficiently and correctly recreate or correct existing plumbing systems to meet the specifications of our customers. (858) 536-4161To apply for a job with Black Mountain Plumbing Inc, please send a cover letter along with your resume to: info@blackmountainplumbing.comAttention: Scott FerrellC-36 (Plumbing Contractor) and HIC (Home Improvement Contractor). License #7827999909 Hibert Street, Suite ESan Diego, CA 92131 MEET THE BLACK MOUNTAIN PLUMBING TEAMWe are located in San Diego, California, and provide quick, courteous customer service from reception to project estimate, to process and completion. We have great plumbers with many years of experience who are highly qualified and continually trained on new trends and systems. Our full-service company assists residential and commercial customers with sewer and drain clogs, garbage disposals, water heaters, water filtration, slab leaks, leaky faucets, tub valves, gas pipes, appliance installation, pipe leak and line location and outside hose faucets. We are an excellent company. We treat our customers like we would want to be treated and many of our customers have been using our services for several years. See the difference for yourself and call the Black Mountain Plumbing Team for all of your plumbing needs at 858-536-4161.

ILTA
Integrating Legal Services into Attorney Workflows Session #2: Incorporating Outside Legal Services

ILTA

Play Episode Listen Later Apr 1, 2022 14:23


Driving adoption of even useful technology is notoriously difficult. What are some helpful strategies for Litigation Support professionals to get buy-in and training time commitments from busy attorneys? Questions Sachin will ask speaker: 1. What are some of the considerations for a law firm to opt for managed document review over reviewing documents in-house? 2. What type of training on your platform or services do litigation attorneys need to make the shift to managed document review a seamless one? 3. What strategies have you found to be most effective when getting attorneys to modify their workflows to incorporate outside legal services? 4. How has the shift to remote work changed how law firm attorneys and in-house counsel work with legal service providers such as Quislex? 5. How would you suggest firms discuss and get client approval for the use of outside legal services? Moderator: @Sachin Gupta - ​Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP Speaker: ​Bobby Coppola - VP of Legal Solutions and Strategic Growth, Quislex Recorded on 04-01-2022

EDRM Global Podcast Network
eDiscovery After Hours Episode 30 | Stephanie Clerkin

EDRM Global Podcast Network

Play Episode Listen Later Mar 23, 2022 39:43


Stephanie Clerkin is the Director of Litigation Support at Korein Tillery. In this episode, we discuss travel hacks for parents of young children, true crime and her own real-life experience as a teenager, and how she selects organizations in her community and industry to get involved with. Mix up a strawberry margarita and listen in!

EDRM Global Podcast Network
eDiscovery After Hours (EDAH) Throwback Thursday: Episode 15 | Shannon Bales

EDRM Global Podcast Network

Play Episode Listen Later Feb 17, 2022 32:15


Shannon Bales Shannon is the Manager of Litigation Support at Munger, Tolles, and Olson. In this episode, we talked about Oklahoma football, the cultural differences between his Midwestern affect and Ukrainian wife, how he got into writing and teaching, and more. Mix up a whiskey sour and listen in!

ILTA
Integrating Tools in Attorney Workflows

ILTA

Play Episode Listen Later Feb 3, 2022 9:20


Driving adoption of even useful technology is notoriously difficult. What are some helpful strategies for Litigation Support professionals to get buy-in and training time commitments from busy attorneys? Moderator: @Tyler Crabtree - eDiscovery Specialist, Ellis George Cipollone Browne O'Brien Annaguey, LLP​ Speaker: @Sachin Gupta - Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP Recorded on 02-03-2022

UBC News World
Get Construction Injury Insurance Claim & Litigation Support In Miami Beach, FL

UBC News World

Play Episode Listen Later Dec 17, 2021 2:08


If you've been injured on a Florida construction site, the team of experienced attorneys at Louis Law Group (954-676-4179) can help you get the insurance payout you deserve. Go to https://louislawgroup.com/hire-personal-injury-lawyer/construction-accident-lawyer (https://louislawgroup.com/hire-personal-injury-lawyer/construction-accident-lawyer) for more information.

Called to Account
Episode 10: Shareholder disputes

Called to Account

Play Episode Listen Later Nov 16, 2021 6:52


One of the downsides of COVID-19 has been an uptick in shareholder acquisition disputes, with cash-strapped business owners seeking to exit businesses or look for ways to extract additional value by exploiting the shareholders agreement. This video looks at two of the more common causes of shareholder disputes and suggests some ways shareholders in private companies can reduce the risk and scope of costly disputes.

Stellar Women in e-Discovery
60: Trusting and Standing Up for Yourself with Deeanna Fleener

Stellar Women in e-Discovery

Play Episode Listen Later Nov 9, 2021 14:57


Deeanna Fleener joined Mila and I on Stellar Women to talk about a recent project where she took a stand. After other project participants continually talked over her, she decided to take herself off the call. From there, she strategized on how she could participant in a way that felt right for her.

Let's Talk Paralegal Hosted by Eda Rosa
Adam Karasch, CEO - Litigation Support and Accessibilities Services

Let's Talk Paralegal Hosted by Eda Rosa

Play Episode Play 51 sec Highlight Listen Later Mar 23, 2021 39:30


Some conversation will need to be continued and this is definitely one of them!  In this episode, I chat with Adam Karasch who is the CEO of Karasch.com. We go over litigation support bottlenecks and ADA Compliance. You can connect with Adam via LinkedIn  or email adam@karasch.com To continue the conversation visit us at www.EdaRosaLLC.com PLEASE NOTE: None of this content is to be construed as legal advice as this is an educational podcast only.   Armenhyl A family-owned small business firm that provides catered and white-glove treatment.Support the show

The Texas Family Law Podcast
Episode #22: New Discovery Rules (feat. Audrey Blair)

The Texas Family Law Podcast

Play Episode Listen Later Jan 29, 2021 39:47


This week Jake, along with special guest Audrey Blair, discuss changes to the rules governing discovery in family court proceedings. Audrey Blair provides representation to clients in Family Law Appeals and Litigation Support for attorneys. She is a Board Certified family attorney and has been practicing family law in Texas since 2002. With her background in family law and family law litigation, Audrey brings vast experience and knowledge to the resolution of family law issues. Listen as she gives invaluable insight as to how these new rule changes will affect your family law case.

Pro Business Channel
HOW TO MAXIMIZE THE VALUE OF YOUR BUSINESS DURING THE CORONAVIRUS PANDEMIC ON THE BUSINESS DEVELOPERS NETWORK

Pro Business Channel

Play Episode Listen Later Sep 23, 2020 29:43


HOW TO MAXIMIZE THE VALUE OF YOUR BUSINESS DURING THE CORONAVIRUS PANDEMIC ON THE BUSINESS DEVELOPERS NETWORK INTRO IN THE BEGINNING OF 2020 WE WERE FIRST MADE AWARE OF A CONTAGIOUS FLU SPREADING THROUGHOUT THE WORLD NAMED CORONAVIRUS WE FOLLOWED THE RECOMMENDED MEDICAL ADVISORY GUIDELINES AND SHELTERED IN OUR HOMES. WE WATCHED A CABLE SERIES WE ORDINARILY WOULD NOT HAVE WATCHED NAMED ‘LION KING' AND EXPECTED TO RETURN TO NORMALCY IN A FEW WEEKS. WE HAD NO PREVIOUS POINT OF REFERNCE FOR ITS SERIOUSNESS, WEEKS TURNED INTO MONTHS, AND THE VIRUS, NOW CALLED COVID-19 HAS COMPLETELY DISRUPTED OUR LIVES AND OUR BUSINESSES. OUR GUEST, JEFF PLANK A PRINCIPAL IN CORPORATE ADVISORY AT WARREN AVERETT, ONE OF THE TOP 40 FULL-SERVICE ADVISORY AND PUBLIC ACCOUNTING FIRMS IS HERE TO DISCUSS A PRESSING ISSUE FOR ALL BUSINESSES, LARGE AND SMALL: “DO I GO, OR DO I GROW? HOW TO MAXIMIZE THE VALUE OF YOUR BUSINESS DURING THE CORONAVIRUS PANDEMIC”? SHOW AS WEEKS TURNED INTO MONTHS COVID-19 HAS COMPLETELY DISRUPTED OUR LIVES AND OUR BUSINESSES. A BURNING ISSUE FOR AALL BUSINESSES IS “DO I GO, OR DO I GROW? HOW TO MAXIMIZE THE VALUE OF YOUR BUSINESS DURING THE CORONAVIRUS PANDEMIC”? LET'S WELCOME JEFF PLANK, A PRINCIPAL IN CORPORATE ADVISORY AT WARREN AVERETT, ONE OF THE TOP 40 FULL-SERVICE ADVISORY AND PUBLIC ACCOUNTING FIRMS. JEFF'S CAREER HAS FOCUSED ON PROVIDING ADVISORY SERICES FOR PROFIT ENHANCEMENT, BUSINESS TRANSITION PLANNING, LITIGATION SUPPORT, VALUATION SERVICES AND INTERNAL CONTROL ENGAGEMENTS WITH FORTUNE 500 FIRMS AS WELL AS MID & SMALL BUSINESSES, WHICH IS SIGNIFCANT BECAUSE HE CAN RELATE TO HOW COVID-19 IS AFFECTING ENTERPRISE AND MAIN STREET BUSINESSES. JEFF'S ACADEMIC BACKGROUND INCLUDES AN MBA FROM UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS AND PERHAPS EVEN MORE NOTABLE, HE IS A GRADUATE OF THE UNITED STATES MILITARY ACADEMY AT WEST POINT. JEFF BEFORE WE DISCUSS BUSINESS, BEING A GRADUATE OF WEST POINT, WHICH IS A CLOSE-KNIT ACADEMY, HAVE YOU REMAINED CLOSE TO SENIOR OFFICERS IN TODAY'S MILITARY? JEFF, PLEASE TELL US ANYTHING ABOUT YOURSELF YOU WOULD LIKE THE LISTENERS TO KNOW AND A LITTLE MORE ABOUT THE SERVICES OF WARREN AVERET. INTERVIEW LET'S FOCUS ON 3 CATEGORIES OF BUSINESS: 1) ENTERPRISE COMPANIES: MAYBE SERVICE FIRMS 2) MID-SIZE FIRMS: $50-500 MILLION MANUFACTURERS 3) MAIN STREET: MOM/POP – SOLE ENTREPRENEURS – PEOPLE THAT RELY ON THE CASH FLOW OF THEIR BUSINESS FOR THEIR LIVING. WHAT TRENDS ARE YOU SEEING IN EACH? A) WHICH INDUSTRIES CAN TAKE ADVANTAGE OF CURRENT BUSINESS CLIMATE? B) HOW CAN THEY ENHANCE THEIR REVENUE AND PROFITS? C) WHICH ARE BEING HURT BY THE CURRENT ECONOMIC CIRCUMSTANCES? D) SHOULD THEY GO OR GROW? E) IF THEY SHOULD GO, HOW DO THEY MAXIMIZE THEIR EXIT? F) IF THEY SHOULD GROW, HOW DO THEY DO THAT? JEFF PLANK RESPONSES: BUSINESSES ARE IN ONE OF THESE FOUR CATEGORIES: 1) DOING WELL 2) FLOATING: UP & DOWN – NOT SURE OR CONFIDENT 3) HURTING 4) PIVOTING: FINDING NEW MARKETS – REPOSITIONING PRODUCTS FOR NEW PURPOSES REGARDLESS IF THEY ARE DOING WELL – FLOATING – HURTING OR PIVOTING, THEY ALL NEED TO DO THESE THREE BASICS REGARDLESS THERE IS A PANDEMIC OR NOT: 1) CASH FLOW: MONITOR CASH FLOW CAREFULLY – WEEKLY – DAILY FOR SMALLER BUSINESSES. FIND WAYS WHERE CAN THEY PRESERVE CASH. 2) GROWTH: DEEPEN EXISTING RELATIONSHIPS – FIND NEW MARKETS – REPOSITION PRODUCTS FOR NEW PURPOSES 3) RISK PROFILE: REFRESH YOUR BUSINESS PLAN – UNDERSTAND ITS STRENGTHS AND WEAKNESSES – DECIDE IF IT IS SUSTAINABLE – WARREN AVERETT OFFERS A ONE PAGE BUSINESS PLAN TEMPLATE OUTRO THANK YOU, JEFF. BEFORE WE LEAVE TELL US HOW LISTENERS CAN CONTACT YOU. JEFF.PLANK@WARRENAVERETT.COM / 770-393-6170 / WARRENAVERETT.COM THANK YOU FOR LISTENING AND REMEMBER TO KEEP DEVELOPING YOUR BUSINESS Show Host: Artie Ruderman The Business Developers Network where today's leading business developers share and learn innovative business development concepts to generate greater value for their busin...

Pharmacy Podcast Network
Pharmaceutical Industry Compliance, Diversion Investigations, and Litigation | Rx Destroyer

Pharmacy Podcast Network

Play Episode Listen Later Sep 3, 2020 38:15


GTC Consulting CEO Ben Mink joins us on this episode of the Pharmacy Podcast Nation to discussion Pharmaceutical Industry Compliance, Diversion Investigations, and Litigation Support sponsored by Rx Destroyer™ which provides turnkey solutions for pharmaceutical waste disposal to a wide range of industries and facility types. Topics of Discussion:  DEA COMPLIANCE & LITIGATION SUPPORT DRUG DISTRIBUTOR ACCREDITATION SUPPORT Pharmaceutical Licensing Support Site Inspections BENJAMIN F. MINK is the President & CEO of GTC Consulting headquartered in Cincinnati, Ohio.  After a distinguished career in law enforcement and the pharmaceutical industry, Mr. Mink founded GTC Consulting in 2018. As a uniquely qualified Subject Matter Expert (SME) on the topics of DEA Compliance and Pharmaceutical Quality, Mr. Mink has provided testimony before the U.S. Congress, on behalf of CBS News Network, and Fortune 500 pharma. Since 2015, Mr. Mink has been a dedicated member of the National Association of Drug Diversion Investigators (NADDI) and the International Healthcare Facility Diversion Association (IHFDA). In May of 2018, his nomination to the NADDI Ohio Chapter Board of Directors was confirmed. In his role as the “Training and Education Coordinator”, Mr. Mink is responsible for the training content that member drug enforcement and industry professionals will receive on the broad and complex topic of “Drug Diversion Prevention”. Mr. Mink's recent accolades include “Top 100 Healthcare Leaders”, “40 under 40”, “DEA: Outstanding Contributions to Drug Law Enforcement”, and “DOJ: Outstanding Contributions…”. Mr. Mink graduated summa cum laude from Everest University in 2010, with a Masters in Criminal Justice.  Contact: https://www.rxdestroyer.com/  See omnystudio.com/listener for privacy information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Reinventing Professionals
Aligning KM and Litigation Support

Reinventing Professionals

Play Episode Listen Later May 21, 2020 7:14


I spoke with Josh Schoen, the CEO of AiLanthus, a litigation collaboration platform and knowledge management system. We discussed the genesis of AiLanthus, how collaboration and knowledge management align with litigation support, and ways that legal technology is adapting to the current crisis.

ILTA
ILTA Lit Supp CCT Tools, Tips, and Tricks: Relativity from a Plaintiff's Side Perspective

ILTA

Play Episode Listen Later Mar 5, 2020 15:15


ILTA Lit Supp CCT Tools, Tips, and Tricks: Relativity from a Plaintiff's Side Perspective Listen in on a discussion with Stephanie Clerkin, Director of Litigation Support at Korein Tillery, as she shares her perspective on Relativity from a plaintiff's side perspective - as part of the Litigation Support Content Coordinating Team's Tools, Tips, and Tricks podcast series. Learn how Relativity is applied in her firm and her ideas of the future implementation. She share tricks, and tips she uses as well as other utilities in her toolkit. @Stephanie Clerkin  - Director of Litigation Support, Korein Tillery, LLC @Genesis Alejandro - Project Manager - Practice Support, O'Melveny

ILTA
Relativity - Tools, Tips & Tricks: Making the Move to the RelativityOne Cloud

ILTA

Play Episode Listen Later Aug 14, 2019 12:50


During the second part of a three part "pre-ILTACON" Tools, Tips & Tricks Series, learn some tips, tricks, and cautionary advice from Andrew Caspersonn of Allen and Overy who has migrated to Relativity One. Topics covered include what to look out for, overall functionality, improvements, limitations, what is missing, and benefits. Andrew also discusses how agents and agent confirmation work in Relativity One. Please tune in for more in this podcast series of "Relativity - Tools, Tips & Tricks"! Speakers: @Andrew Caspersonn - eDiscovery Lead APAC, Allen & Overy @Ann Halkett - Manager, Litigation Support, Alexander Holburn Beaudin + Lang LLP Recorded: 8-13-2019

ILTA
Interview with New Leaders: Stephen Dooley

ILTA

Play Episode Listen Later Jun 3, 2019 15:13


Please enjoy the final installment of the two-part "snackable" podcast series which is focused on highlighting those in the field whom has recently been promoted to a director or C level position or changed firms in those roles. You will learn how they dealt with their new teams and lawyers, crafted their transition plans and share advice for others who in a similar situation. Host: @Scott David - Senior Manager - Service Support at Vorys, Sater, Seymour and Pease LLP  Interviewee: @Stephen Dooley - Director of Electronic Discovery and Litigation Support at Sullivan & Cromwell LLP 

ILTA
Better Ways to Train on Litigation Support and eDiscovery Applications - Kristen Wiwczar

ILTA

Play Episode Listen Later May 7, 2019 23:16


As eDiscovery and litigation support professionals, training end users can become an important part of your job. Most of us don't have teaching experience, but the better you are at training, the easier the rest of your job will be. A well-trained review team leads to a smooth production;  a well-trained trial team leads to fewer midnight phone calls. In this snackable podcast series we talked to three lit support professionals with strong training skills. Holland & Knight has developed an admirable training program on Relativity for their reviewers – we spoke to Kristen Wiwczar about what she's learned from teaching others. Jessica Carter of Driven helps Driven's corporate and law firm clients develop workflows and best practices on One, Relativity and Brainspace – she has insights on keeping users engaged and how law firm lit support staff can supplement vendor training.  Ethan Hirsch of Ipro trains his customers on Trial Director and the Ipro suite of eDiscovery tools -  he spoke about going onsite during the pre-trial crunch and what's different about training for trial. Moderator: Gillian Glass, CRM, CEDS - Director of Legal Services, Farella Braun + Martel Speakers: Kristen Wiwczar - eDiscovery Services Managed Review Center Manager, Holland & Knight Jessica C. Carter - Consulting Analyst, Driven Ethan Hirsch - Training Consultant, Ipro

ILTA
Better Ways to Train on Litigation Support and eDiscovery Applications - Ethan Hirsch

ILTA

Play Episode Listen Later May 7, 2019 43:25


As eDiscovery and litigation support professionals, training end users can become an important part of your job. Most of us don't have teaching experience, but the better you are at training, the easier the rest of your job will be. A well-trained review team leads to a smooth production;  a well-trained trial team leads to fewer midnight phone calls. In this snackable podcast series we talked to three lit support professionals with strong training skills. Holland & Knight has developed an admirable training program on Relativity for their reviewers – we spoke to Kristen Wiwczar about what she's learned from teaching others. Jessica Carter of Driven helps Driven's corporate and law firm clients develop workflows and best practices on One, Relativity and Brainspace – she has insights on keeping users engaged and how law firm lit support staff can supplement vendor training.  Ethan Hirsch of Ipro trains his customers on Trial Director and the Ipro suite of eDiscovery tools -  he spoke about going onsite during the pre-trial crunch and what's different about training for trial. Moderator: Gillian Glass, CRM, CEDS - Director of Legal Services, Farella Braun + Martel Speakers: Kristen Wiwczar - eDiscovery Services Managed Review Center Manager, Holland & Knight Jessica C. Carter - Consulting Analyst, Driven Ethan Hirsch - Training Consultant, Ipro

ILTA
Get Empowered to Switch to a Litigation Support Career

ILTA

Play Episode Listen Later Dec 18, 2018 55:25


In this podcast, we discuss the role of paralegals in litigation support and ediscovery, and examine opportunities for bringing more paralegals into litigation support. You may also wish to read Boot Camp for Training Paralegals. Speaker: Amy Bowser-Rollins - Legal Industry Educator  Interviewer: Joan Washburn - Director of Litigation eDiscovery Services, Holland & Knight

ILTA
How to Build Your Brand in Litigation Support in Your Organization and Industry

ILTA

Play Episode Listen Later Jun 12, 2018 64:32


Every day you build your brand without even knowing it! Through day-to-day conversations, social media presence, published articles and participation at conferences and industry events, you put yourself out there and leave impressions. These impressions organically build your brand. This lively conversation explores practical tips on building your brand. We discuss why your personal brand is important, how it can help open doors to new opportunities and simple ways to put yourself out there successfully. Speakers: Carolyn Anger is the Manager of Litigation Support and eDiscovery at Stikeman Elliott LLP. With over 15 years of experience in practice support, technology and discovery management, she has extensive technological and legal knowledge of ediscovery processes, from identification and preservation through document production and document presentation at trial and beyond. She champions the use of technology and project management to provide cost effective, efficient and defensible solutions to clients. Carolyn has a passion for developing electronic protocols and procedures in the courts to assist modernizing them for the future. Adi Elliott leads software strategy for Epiq's global ediscovery business. He joined the company via the acquisition of Iris Data Services where he led product management, marketing and sales operations. Prior to Iris, Adi led Relativity's marketing and enterprise sales teams, guiding the creation and definition of the company's brand, as well as overseeing its growth with law firms, corporations and government agencies. He previously held a variety of product and marketing positions in the U.S. and Israel. Adi has been a speaker on the topics of future-looking trends in technology, the business of ediscovery, advanced ediscovery technologies, B2B marketing, and hiring and training top talent.

ILTA
Ediscovery Mergers and Acquisitions

ILTA

Play Episode Listen Later Jul 30, 2017 43:16


Lately, legal tech news has been flooded with a number of ediscovery mergers and acquisitions (M&A). Just to name a few: Epiq purchased by DTI investors Clearwell acquired by Symantec Equivio acquired by Microsoft Content Analyst acquired by kCura Recommind by OpenText RAVN by iManage Lighthouse and Discovia In this ILTA Radio episode, we interview a panel of ILTA members from law firms and legal departments who share their insights, lessons learned and best practices for dealing with ediscovery M&A. We cover cases where one service provider is acquired by another provider and product acquisitions where a core application is acquired by another enterprise software provider, a product is acquired and remains available and when the product is abandoned. Interviewer: Catherine McPherson - Litigation Management Consultant, Bartlit Beck Herman Palenchar & Scott LLP Panelists: Dera Nevin - Director of eDiscovery, Proskauer Rose LLP Duane Lites - Director, Litigation Support, Jackson Walker L.L.P. Bonnie Boudreaux - Practice Support Coordinator, Jones Walker LLP Deanna Blomquist - Senior Manager - IT/eDiscovery, Dish Network

Reinventing Professionals
The Promise of Project Management for Litigation Support

Reinventing Professionals

Play Episode Listen Later Jan 26, 2017 11:26


I spoke with Chris Chalstrom, Brandon Ward, and Ben Legatt, the founders of Sadie Blue Software, the maker of Agility Blue, a project management tool for the legal profession. We discussed the genesis of Sadie Blue Software, the problems that Agility Blue solves, why project management has become so important in efficiently managing legal projects, and how the development of tools like Agility Blue reflect where the legal market is headed in 2017, among other topics.

ILTA
ILTA Radio: Trial Support A-Z Series - Trial Technology

ILTA

Play Episode Listen Later Aug 25, 2016 40:57


Description: In this episode of the Trial Support A-Z series, we discuss in-court room trial technology and war room set ups. Topics covered include: Court room technologies - software and hardware needs Court room standards and protocols - judge standing orders and court room personnel War room set ups - identify the best locations, equipment and layouts Speakers: Christopher Acosta, the Director of Practice Support at Nossaman LLP, consults with practice groups and clients on e-discovery, data governance and efficiencies in legal project management. He handles the firm-wide coordination and promotion of practice technology, identifies and evaluates new practice technologies, and manages practice support staff. Christopher built the firm's first litigation support department, establishing standard protocols and procedures. Christopher Puente is the Manager of Litigation Support at Sheppard Mullin Richter & Hampton, where he leads coordination of current and new technology applications firm wide and consults with practice groups and clients on e-discovery matters. He oversees the litigation support and trial support teams.

Reinventing Professionals
Certifying Litigation Support Skills

Reinventing Professionals

Play Episode Listen Later Apr 22, 2014 8:19


I spoke with Chere Estrin, the president & co-founding member of the Organization of Legal Professionals, which recently launched a new certification exam focused on litigation support. We discussed the need for litigation support certification, the psychometrics used to design the test and associated prep course, and the range of topics the exam covers.

Reinventing Professionals
Reinventing Litigation Support

Reinventing Professionals

Play Episode Listen Later Sep 24, 2013 12:44


I spoke with Albert Buckwalter, the Director of Litigation Support for the U.S. Department of Justice, Civil Rights Division in Washington, DC, and the editor-in-chief of Litigation Support Today, a magazine for litigation support professionals that has been published since 2007. We discussed the genesis of Litigation Support Today and Paralegal Today magazines, as well as the types of article ideas in which the editors are most interested. Buckwalter also shared his perspective on the evolution of the litigation support sector, legal technology trends, and the 2014 International Litigation Support Leaders conference, among other topics.