Speakers

Ddavid-ackertavid Ackert, MA, has over fifteen years of experience as a business development consultant to lawyers. He has personally developed and implemented client development programs for hundreds of firms, from regional boutiques to some of the top Am Law 100s. Through his company, Ackert Inc., he has created Your Honor Award-winning platforms including Practice Boomers, an e-learning program that teaches rainmaking to lawyers, and Practice Pipeline, a relationship management tool.

David’s programs have garnered press from such publications as the LA Times, The National Review, the Los Angeles Business Journal, The Wall Street Journal, and the Daily Journal. He has spoken at LMA, ABA and State Bar conferences and been the keynote speaker at numerous conferences on the topic of client development. He is a guest lecturer at the USC Marshall School of Business, Carnegie Mellon University, and at the UCLA School of Law. conference committee.

Does David Ackert blog? Read his speaker profile to find out!


alden-savannah-1Savannah Alden is a Client Development Specialist at WilmerHale, supporting the Transactional department within the firm. Her role focuses heavily on the negotiation and coordination of industry sponsorships and client-driven events to facilitate business development opportunities. In addition, she partners with attorneys at all levels on a number of initiatives, including personal brand management, contact management and development, research, practice budgeting and providing support on pitches and RFPs. Since joining LMA in 2014, she has participated in the Future Leaders SIG, Regional Conference and SpecialEvents Committees. This year, she serves as the New England Chapter Vice President and vice-chair of the 2016 Regional conference committee.


spencer-baretzSpencer Baretz is a Founding Partner at Baretz+Brunelle. He is a counselor to many of the world’s most respected lawyers, financial professionals and business consultants, and has also executed the PR efforts for many of the most high-profile, high-stakes litigation matters of our time.

 

 

  • One of 2015’s “PR Executives of the Year” – PR News Magazine.
  • A “Legal Business Trailblazer” – The National Law Journal.
  • Communications opinions cited by The New York Times and other leading media.
  • Corporate lawyer, Katten Muchin Rosenman LLP, New York.
  • Law clerk to Hon. I. Leo Glasser, one of New York’s most respected federal judges.
  • Graduate of Boston University, cum laude, and Hofstra University School of Law.
  • Published in the Hofstra Law Review.

Bernero, Wendy McKee Nelson LLP

For 25 years,  Wendy Bernero has helped lead six Am Law 100 firms through good times and bad. She’s seen the gamut: from the most successful (Paul Weiss) to the most ambitious (Akin Gump), from the most focused (Proskauer) to the least inhibited (McKee Nelson, may it rest in peace).  At these firms, and as a partner in Hildebrandt International, she has helped lawyers expand their businesses, address their most pressing challenges, and cope with crises, large and small. From developing and implementing a strategic vision to creating and executing a meaningful value proposition, she has a passion for helping firms, practice groups, and industry groups achieve a sustainable competitive advantage.

She is a master of data-driven planning and execution. Of course, nowadays these skills can be found in a host of talented professionals. What Bernero adds is her relentless analytical intelligence. She is not afraid to question premises and ideas. It’s all part of getting to the best position and the smartest strategy. For her the joy is finding solutions drawn to meet the needs of particular clients, firms and circumstances.

In recognition of her contributions to the legal profession, Bernero was elected to the College of Law Practice Management in 2014, named 2013 Thought Leader of the Year by the New York Metropolitan Area Chapter of the Legal Marketing Association (LMA), and inducted into the international LMA Hall of Fame in 2012. She and her husband, whom she met in New Orleans, live in Bedford, New York, with their two sons.

Read about Wendy’s passion for public policy in her speaker profile!


bonnie-buol-ruszczykBonnie Buol Ruszczyk (like rustic without the “t”) is the founder and owner of bbr marketing. More accurately, she is a client whisperer, marketing strategist, business growth catalyst and giver of interesting, down-to-earth presentations. Since the firm’s beginning in 2009, Bonnie has led the company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success.

Bonnie quite literally wrote the book on online marketing for accounting firms, Take Your Marketing Online: Proven Ways to Grow Your Firm in the Digital Age, at the request of the AICPA. She also contributed a chapter to Bridging the Gap: Strengthening the Connection Between Current and Emerging Leaders in the CPA Profession and is a regular contributor and quote source for Social Media Today, Accounting Today, Entrepreneur, US News & World Report, CPA Practice Advisor and other industry-related publications and websites. She has been recognized as one of Accounting Today’s Top 100 Most Influential People (twice), Volunteer of the Year by the Association for Accounting Marketing and one of CPA Practice Advisor’s Most Powerful Women in Accounting.

Never one to put aside her passion for marketing, small businesses and women’s issues when she closes the door at the end of the day, Bonnie also uses her acumen to help others simply because it matters. She is a founding member of the Atlanta Independent Women’s Network (AIWN), a board member of the Association for Accounting Marketing and a former president of its Atlanta chapter, marketing committee chair for CPA Consultants’ Alliance and former marketing committee chair and board member of Atlanta Chapter of National Association of Women Business Owners.

What was Bonnie’s favorite college class? Read her speaker profile to learn more!


burke_andrea_hi-1Andrea Burke serves as Director of Client Development at WilmerHale where she leads the marketing and business development activities of the firm’s Transactional Department. In this liaison position to over 200 lawyers worldwide, she develops and implements practice-level and individual strategic plans and works to identify and pursue qualified opportunities to gain new business. Andrea manages a team of professionals who focus on brand and practice development, reputation building efforts, competitive intelligence, market research, RFPs, pitches, proposals, event management, sponsorships and client development. Prior to joining WilmerHale, Andrea spent several years in business development roles in the advertising industry and at a mid-size international law firm.


campbell-jeanmarieJeanMarie Campbell, Managing Director- Clients has over 23 years of experience in legal, talent and operations.  She practiced corporate law for over nine years before transitioning to business roles in talent/training, legal operations and business development.  In her current role as Managing Director – Clients at  Orrick, Campbell leads the firm’s efforts focusing on enhancing its brand and market position in the financial services sector nationally with a particular interest in New York. Working closely with office and firm leaders, she is implementing a strategy to help drive the firm’s overall growth in the New York market.  Campbell’s experience with one-on-one coaching and strategy implementation supports the firm’s business goal to enhance its footprint in the New York market.  Her prior role as Director of New York Development at Ropes & Gray also demonstrates her passion for being in the market gathering client feedback.  Campbell’s client-centric experience from her days working at AllianceBernstein has provided her with a unique business perspective.  In her prior role as Chief of Staff/COO for AllianceBernstein’s Office of the General Counsel, JeanMarie managed the day to day operations of the 150-person Legal and Compliance Department.  Her role included financial oversight, client service relations and talent management of a diverse work force.  Prior to joining AllianceBernstein, Campbell was Global Director of Professional Development at Akin Gump Strauss Hauer & Feld, an international law firm, and worked at the firm for over seven years.  Before Akin Gump, she practiced corporate law for over nine years, focusing on mergers and acquisitions, private equity, hedge funds and business restructuring.  Campbell is licensed to practice law in the states of New York and Connecticut.  She earned her bachelor’s degree from Fordham University and her law degree from New England School of Law in Boston.  She is currently at New York University securing her Executive Coaching diploma.  Campbell is a mother of three daughters, ages 15, 12 and 10 and lives with her husband and girls in Larchmont, New York.

What does success consist of? Read JeanMarie’s speaker profile to find out!


yolanda-cartusciello-1For more than 20 years, Yolanda Cartusciello has served in senior administrative leadership roles in major law firms, including Debevoise & Plimpton and Cleary Gottlieb. At both firms, she led the marketing teams, designed their business development and media strategies and took charge of their implementation. She was the chief architect of profile enhancement strategies, perception studies, branding exercises, comprehensive client interview programs, and practice and lateral partner rollouts.  She co-developed marketing technology solutions and created media relations and digital strategies. She has also developed business development and communications training and coaching programs for lawyers at all levels.

In addition, Yolanda has long experience handling organizational and personnel issues. She has advised on the development of the legal assistant, knowledge and practice management, and legal marketing staff roles at various firms. She hired, trained, and supervised more than 150 administrative employees for work in high-achieving cultures. Yolanda has a B.A. from the University of Iowa and an M.F.A. from Brooklyn College. She lives with her husband and daughter in Brooklyn.


andrea-danziger-1Andréa Danziger is the director of business development and practice management at Loeb & Loeb LLP, a multiservice law firm with more than 300 attorneys and offices in Los Angeles, New York, Chicago, Nashville, Washington DC, Beijing, and Hong Kong. Andréa joined Loeb & Loeb in 2010 following more than 10 years at Thomson Reuters where she held various sales and account management roles, including national education and training manager for Westlaw’s large law firm market division. Earlier in her career, Andréa practiced law at NHL Enterprises and White & Case with an emphasis on intellectual property.

As part of Loeb & Loeb’s marketing and business development department, Andréa works with department chairs and individual partners to increase the effectiveness of their business development efforts and plays a large role driving adoption and implementation of legal project management in conjunction with her finance counterparts. Her legal and sales background enable her to provide the firm’s attorneys with practical strategies to remain competitive in a changing legal landscape, including integrating LPM into their existing client relationships and new business opportunities.

Andréa received her JD from New York University School of Law and her undergraduate degree from Cornell University.


eisenberg_kf_5023-1Kate Eisenberg is a Business Development Manager at Mintz Levin, with a strategic focus on the firm’s Health Law and Enviromental Practice Groups, along with the firm’s consulting affiliate, ML Strategies. With more than 10 years of experience in legal marketing and communications, she began her career at Mintz Levin in public relations before transitioning to the business development team.  Prior to joining Mintz Levin, she was a development officer for a non-profit organization. She received her B.A. from Mount Holyoke College.


marguerite-fletcherMarguerite A. Fletcher, Esq. is the founder and principal of Fletcher Legal Consulting. She is a diversity consultant, keynote speaker and executive coach, Marguerite has been active in diversity issues for over twenty years. Marguerite is adept at performing comprehensive cultural assessments, developing strategic action plans and leading workshops on variety of topics such as Diversity Awareness, Exploring Unconscious Bias and Interrupting Bias. Marguerite advises her clients on the hiring, mentoring, retention and growth of diverse talent. As a Keynote Speaker, Marguerite dives into challenging issues with energy and humor. A favorite at law schools and corporations,

Marguerite speaks on a variety of issues relating to diversity and inclusion.
Marguerite has served as a Senior Consultant with the Verna Myers Consulting Group and Ibis Consulting Group. Marguerite has been active for many years with the Boston Bar Association, most notably as a member of the Steering Committee of the Diversity and Inclusion Section. Prior to establishing Fletcher Legal Consulting, Marguerite was Assistant General Counsel at Genuity, Inc. where she worked with the COO to launch a diversity assessment and plan for the company. She was an active member of a group of senior employees focused on the hiring and retention of people of color while working as Corporate Counsel at Lotus Development Corporation/IBM and participated in the recruitment and hiring of associates while an attorney with Hale and Dorr (now known as Wilmer Hale).

Marguerite, a native of Kingston, Jamaica, is a graduate of the Harvard Law School and the Georgetown University School of Foreign Service. She resides in Newton, Massachusetts and is the mother of two children who are in college.

How does Marguerite defy stereotypes? Read her speaker profile to find out!

chris-fritschAs a CRM Success and Business Development Technology Consultant, Chris Fritsch has worked together with more than 100 leading Professional Services firms across the country to help them select and implement the right Client Relationship Management solutions to support their marketing and business development efforts and maximize their return on investment.
Research suggests that over 70% of CRM implementations fail–but they don’t have to. Chris’ focus is to help firms succeed by choosing the right CRM solution for their specific needs and implementing it in a way that provides individualized value to the attorneys and staff, marketing professionals and business developers.
Chris also writes and speaks nationally on topics including client relationship management, relationship intelligence, legal technology, business development technology, competitive intelligence and the use of technology to enhance profitability.
In her former role as a Client Development Technology Consultant, Chris advised top firms across the country on the role of technology in business development and assisted them in selecting the right technology to support their business development efforts.
In her former role as a Legal Technologist, she advised top law firms and professionals about competitive intelligence and innovative uses of Internet technology.
Chris has also worked in-house as a Legal Technologist for an AmLaw 50 law firm based in Atlanta and as a Technology Consultant and Webmaster for Emory Law School. She was also Managing Partner of a consulting firmvspecializing in providing technology solutions for attorneys.

Chris received her law degree from Emory University School of Law in Atlanta, GA, where she served as Managing Editor of the Emory International Law Review, as well as student and faculty technology consultant. Before venturing into Law and Technology, Chris owned and operated a chain of restaurants, which inspired her passion for customer service.


gilberg_kara_e_5638-1Kara Gilberg works at Mintz Levin as a Business Development Specialist. She joined Mintz as a Marketing Coordinator in 2014. Kara graduated from Syracuse University in 2014 with a degree in Psychology and a minor in Marketing. She spent a semester in Florence, Italy where she studied international business.


geoff-goldberg-headshot2Geoff Goldberg joined Ropes & Gray’s client relationship team this summer after four years as Chief Advancement Officer at McCarter & English, where he drove the implementation of LPM and helped the firm advance its business in the northeast. Geoff practiced law for three years before returning to his roots as a writer at a legal publishing company. He began his career in law firm business development as a writer at Davis, Polk & Wardwell and has since led the business development and marketing efforts at four firms. Geoff earned his JD from Tulane Law School and his Bachelor of Science from Cornell University, with a double major in Journalism and Public Relations & Advertising.


jim-hassett-1Jim Hassett founded LegalBizDev (www.legalbizdev.com) to help law firms increase client satisfaction and profitability by improving project management and business development. Before he started working with lawyers, Jim had 20 years of experience as a sales trainer and consultant to companies from American Express to Zurich Financial Services. He has published 13 books, including the Legal Project Management Quick Reference Guide and the Legal Business Development Quick Reference Guide. Jim has also published more than 80 articles in the New York Times Magazine, Bloomberg Law, Managing Partner, Legal Management, Strategies: The Journal of Legal Marketing, Of Counsel, and other publications.

Jim is a frequent speaker at law firms and at bar associations (including the New York City Bar, the New York State Bar, and the Massachusetts Bar), Harvard Law School, the Association of Corporate Counsel, the Defense Research Institute, the Ark Group, and at Legal Marketing Association meetings in Boston, New York, Philadelphia, Washington, Savannah, and Vancouver. He has conducted webinars through the Ark Group, ILTA (the International Legal Technology Association), West LegalEdcenter, the National Law Journal, the International Lawyers Network, TAG Academy, and the Legal Marketing Association. Jim writes the blog Legal Business Development which has been featured at the ABA TECHSHOW (in its list of “60 Sites: Latest and Greatest Internet Hits”) and by TechnoLawyer (in its list of “the most influential legal blogs” in BlawgWorld). He earned his Ph.D. in psychology from Harvard University.


patricia-hennessyA dynamic and powerful coach and advocate, Patricia Hennessy brings her uniquely varied career as a litigator, coach, strategist and management executive to her clients. Tricia’s experience spans both non-profit and corporate worlds, from private firm practice to in-house counsel. She has coached hundreds of individual attorneys and law students, including many from traditionally under-represented groups, through career change and business and career development strategies.
Tricia works to understand the challenges that each client faces and creates thoughtful, dynamic strategies and plans to help organizations and leaders achieve their goals, including with regard to greater diversity and inclusion. She conducts a variety of trainings and, as a seasoned coach, works with executives, managers and individuals so that they can be their best selves in the workplace.
A practicing attorney before becoming a coach and consultant, Tricia also served as a law firm manager through which she developed deep experience in attorney development, chairing or serving on committees tasked with Professional Development, Diversity, Hiring and Practice Management. She began her career as an attorney with Choate, Hall & Stewart. She subsequently held the position of Associate General
Counsel of Partners HealthCare System, a health care delivery system consisting of Massachusetts General Hospital and Brigham and Women’s Hospital. She also served as a Division Counsel for Fresenius Medical Care, North America and as the first Director of Professional Development at Choate, Hall & Stewart. She has served as a Senior Consultant with Vernā Myers Consulting Group, a JD Advisor at Harvard Law School and an LLM Advisor at The Fletcher School of Tufts University.
Tricia graduated summa cum laude from Boston College and received a JD degree, cum laude, from Harvard Law School. She was a member of the Professional Development Consortium and active in the Boston Lawyers Group, an organization of law firms and corporate and government legal offices devoted to enhancing the success of attorneys of color in Boston.
Learn more about Patricia’s love of yoga in her speaker profile!

andrew-hutchinsonAndrew Hutchinson is VP of Sales North America & EMEA at OnePlace Professional Services. Andrew has over 10 years experience working with legal and professional services firms across Europe and North America. During this time he has worked with a broad cross section of firms helping them to drive innovation in the delivery of service through the use of technology.  In his career Andrew has worked with a number of key platforms covering CRM, document management, finance, Case Management and Business Process Management and brings a deep understanding of the technology landscape as it relates to the challenges of his clients.  Andrew’s understand of the marketplace and passion for innovation helps clients leverage technology to drive competitive edge in a highly competitive marketplace, set to continue its evolution in the years to come.


IMG_0056Deborah Knupp is Managing Director at Akina, A GrowthPlay Company. She has worked globally with CEOs, managing partners and professionals as a coach and business executive for 25 years. She has helped leaders in the legal, accounting and financial services fields align their people and business objectives to create cultures based on the principles of accountability, integrity and authentic relationships.

Her work focuses on making the work environment a place where the best employees want to work, where profitable clients want to buy, and where inspired leaders want to serve a bigger purpose in their communities. Prior to joining GrowthPlay, Deborah founded Akina, a national consulting, training and coaching firm that helps professionals rethink relationship building to increase sales and organizational effectiveness. Akina spent the last decade as an industry leader in business-development training and coaching for lawyers, successfully training and coaching thousands of attorneys at over 150 law firms worldwide. Akina also served insurance advisors, financial advisors, accountants and management consultants.Prior to founding Akina, Deborah was a front-line sales and human resources executive with Alcan Packaging, Frito-Lay and Pearle Vision. Her diverse background ranges from general management of a $75 million business unit to facilitating strategic global leadership and culture-change management initiatives.Deborah is a highly sought after international speaker in business development, relationship building, culture and leadership, having been a superior-rated speaker for organizations that include the Legal Marketing Association, Association of Accounting Marketing, National Conference of Bar Foundations, National Conference of Bar Presidents, American Bar Association, Chicago Bar Association, Association of Legal Administrators, The Coalitions for Women’s Initiatives in Law Firms, Empowering Women Network, Loyola University, IIT – Chicago Kent School of Law, Lex Mundi, Meritas and USLaw.Deborah graduated from the University of Texas at Austin with Senior Fellows Honors and a BS in Speech/Organizational Communication. She regularly provides leadership and staff development on a pro bono basis for numerous non-profit organizations and is a committed thinker and partner to The Insight Labs in Chicago.


dave-kuhlmanDavid C. Kuhlman is a Partner at Axiom Consulting Partners.  He has been a chief advisor to leading law, consulting and accounting firms for over 25 years.  He helps clients develop strategy, organization and talent to meet ever-increasing competition and continually changing markets.  He is a frequent author and speaker on the issues these firms face.  He is the author of Leading Firms: How Great Professional Service Firms Succeed & How Your Firm Can Too.

 


mark-masson_axiom-consulting-partnersMark J. Masson is a Principal at Axiom Consulting Partners.  He advises senior leaders of major professional services firms to improve execution of strategy.  He specializes in client growth, strategy, governance and leadership model and Partner performance and compensation.  His work blends the nuance and experience of leadership with cutting-edge business analytics to successfully transform firms.


kelli-proiaKelli Proia is the founder of Lawducate, an on-line learning platform designed to teach basic business skills to attorneys.  Kelli spent 16 years working in both in-house and private practice as an intellectual property attorney.  When the Great Recession hit, she noticed that many of her colleagues lacked the basic business skills necessary to run 21st century law practices, and that lack of knowledge was hurting the profession she loves.  In response, Kelli founded Lawducate to teach the business skills and strategies that are successfully used every day in nearly every business sector across America, just adapted to meet the needs of attorneys.  Kelli lives in Lincoln, RI with her husband, Bob, and their daughter.  She enjoys volunteering at her daughter’s school, reading, and is an avid fan of the band U2.  Kelli blogs at lawducate.com, tweets at @lawducate, and you can connect with Kelli on LinkedIn at https://www.linkedin.com/in/kelliproia.

What does Kelli often speak about at conferences and trade shows? Read her speaker profile to find out!


heather-reidHeather A. Reid is the Director of Practice Group Marketing at DLA Piper.  She leads the development and deployment of targeted marketing strategies across 10 practice areas – intersecting with specific client needs and objectives at the sector level.   Working closely with our sector marketing team, Heather’s team drives measurable results around client retention, growth and satisfaction.   Heather also developed and manages the strategic direction of Marketing Central – a centralized, administrative marketing function located in DLA Piper’s Global Service Center in Tampa, Florida.

 


kimberly-rennick-1Kimberly Rennick is the Director of Sector Marketing at DLA Piper.  She leads a national team of US-based industry sector-focused Marketing Managers.  Her team designs and implements go to market strategy, client retention and growth plans.  Kim also partners with DLA Piper’s US managing partner to craft and implement business development strategy.

 


robyn-radomski-1Robyn L. Radomski serves as Bingham Greenebaum Doll LLP’s Chief Business Development & Marketing Officer, where she works with lawyers and staff to lead, develop and execute business development strategies for the firm and its practices, manage the firm’s public relations and business communications, and ensure that all aspects of the firm’s marketing are effective, efficient and consistent with the firm strategy.

She has executive leadership experience as a Senior Vice President and Managing Director at two international marketing agencies and global Chief Marketing Officer responsible for business strategy, sales and marketing for high profile global professional services, consumer goods and business-to-business organizations. Since 1999, she has focused on helping law firms grow their business. Robyn became one of the first law firm CMOs that year when she joined Sonnenschein (SNR; now Dentons), which grew to be an Am Law 50 firm during her eight-year tenure.

She also has served as CMO&BDO of a national AmLaw 100 firm and an AmLaw 200 firm prior to joining BGD. Robyn also has been Chair of Marketing for Lex Mundi, a worldwide association of 165 law firms with offices in 120 countries and has been a frequent speaker at Lex Mundi conferences in Paris, Rome, Munich, Copenhagen, Edinburgh and elsewhere.

She has been recognized numerous times by business and marketing industry organizations for overall marketing programs, video campaigns, annual reports, advertising, web sites and all types of sales collateral.

Robyn holds an MBA in Marketing from DePaul University in Chicago and a B.A. from The Pennsylvania State University.


rachel-shields-williamsRachel Shields Williams is the Business Development Manager for the Energy Industry at Sidley Austin LLP, one of the world’s premier law firms with 1,900 lawyers in 20 offices worldwide who provide a broad range of services to meet the needs of large and small businesses across a multitude of industries, financial institutions, governments and individuals. Rachel has over 10 years of experience of providing analytical and creative marketing and business development solutions to complex professional service organizations.

According to Rachel, what is a common mistake made by those working in legal marketing? Read her speaker profile to find out!


konstantin-shishkinKonstantin Shishkin serves as Goodwin’s Director of Communications. He is responsible for development and management of internal and external communications programs that support the firm’s strategic objectives. Prior to joining Goodwin, Kon planned and led integrated communications campaigns for financial and professional services firms. He received an M.S. in Journalism from Columbia University’s Graduate School of Journalism, and a B.A. in Economics and Comparative Literature from Cornell University.

 


barbara-taylorBarbara Taylor is DLA Piper’s Chief Marketing Officer. Barbara leads the firm’s national marketing team and works to support, develop and execute marketing strategies for the firm, practice groups and sectors in the Americas, while integrating these efforts globally.   In addition, Barbara manages communications and public relations efforts.   Barbara joined DLA Piper with 25 years of legal experience, including a lengthy tenure at BDO USA and BDO Seidman, where she held various positions on the legal team, including serving as General Counsel since 2001.

 


dave-whitesideDave Whiteside is a Senior Business Development Specialists on the Law Firm Business Development Team for Thomson Reuters.

In his 23 years with Thomson Reuters Dave has held a number of positions involved with the development and marketing of business development tools and processes for law firms. In addition Dave was the Director of the Fortune 500 National Account Program where he was responsible for developing and executing service programs to the legal and regulatory departments of National & Global Corporate legal departments.

Dave is a well known and popular speaker in Legal Marketing and is a past board member of the Legal Marketing Association Southeast Chapter.  Known primarily for his knowledge of business development processes and technologies, Dave’s clients call on him regularly for his advice and he is well respected for the high level of service he provides to his clients. Dave graduated from Lake Superior State University with a degree in Marketing, and holds an MBA from St. Mary’s College in California.


jennifer-whittierJennifer Whittier serves as the Chief Brand Officer for Cole Valley Software, parent company of the product, ContactEase. She has extensive customer relations experience and is responsible for the successful implementation of ContactEase CRM installations across the country and internationally. Jennifer joined Cole Valley Software in 2009 after her tenure as a ContactEase client for five years at a leading law firm in New England. Jennifer frequently speaks about the best practices of CRM implementation including the integration of technology and marketing. An effective technology implementation is driven by both Marketing and IT. As the person responsible for guiding several clients through successful implementations, she often works with both departments. During her tenure as a Director of Marketing and Client Relations, she quickly realized the need for successful team work and collaboration as the secret to managing technology projects.  Jennifer’s current responsibilities find her in many law firms across the country sharing her knowledge of best practices for CRM implementations and other related technologies.  Her clients rely on her for sound advice, extensive CRM knowledge and most of all, her ability to facilitate those difficult conversations when it becomes necessary to guarantee success.  When she is not traveling, she spends her time with her two children and husband in Cumberland, Maine where she is an avid skier and sailor.


scott-winterScott Winter is the Enterprise Client Engagement Manager for LexisNexis InterAction, and has been part of LexisNexis since 2006.  With over 10 years of sales, consulting, and product management experience, Scott has proven success in understanding the market, leading projects, re-engineering processes and workflows to improve revenues, margins, and workplace productivity for law firms, local businesses and Fortune Global 500 companies.

 

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