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101: How the ACC Value Challenge Affects Business Development - Michael Roster
Michael Roster was Managing Partner of Morrison & Foerster’s Los Angeles office as well as co-chair of the firm’s Financial Services Practice Group worldwide, resident in both Los Angeles and Washington, D.C. He subsequently served as General Counsel of Stanford University and Stanford Medical Center and then of Golden West Financial Corporation.Mike has been a director and chair of the Association of Corporate Counsel, an outside director and vice chair of Silicon Valley Bank, chair of the Stanford Alumni Association, and chair of two start-up companies: Insert Therapeutics and Encirq. He also is a former director of the California Bankers Association and the Federal Home Loan Bank of San Francisco. Mike is currently the steering committee co-chair of the Association of Corporate Counsel’s Value Challenge, a project that is promoting fundamental reforms in how law firms and in-house counsel serve clients. He also is a director of MDRC, a nonprofit corporation based in New York that that evaluates the effectiveness of government and other programs affecting lower income families and individuals, and he chaired several years ago a project funded by two foundations that developed a private sector approach to eliminate abuses in consumer credit cards in the U.S. The past five years, Mike also has been teaching an upper division contracts course at the University of Southern California Gould School of Law where the goal is for students to be at a second-year attorney level or higher in contracts by the end of the course. He also served on two faculty task forces looking at reforms in the law school’s curriculum.
076: Lawyer Jokes and Legal Marketing - Malcolm Kushner
Malcolm Kushner, “America’s Favorite Humor Consultant,” is the author of Comebacks For Lawyer Jokes and Presentations For Dummies, which has sold over 100,000 copies. An internationally acclaimed expert on humor and communication, he co-created a humor exhibit appearing at The Ronald Reagan Presidential Library. Kushner has been profiled in Time Magazine, USA Today, The New York Times, The Washington Post. His television and radio appearances include CNN, National Public Radio, CNBC, "Voice of America" and "The Larry King Show." The Wall Street Journal has called him “irrepressible.”A popular speaker at corporate and association meetings, Kushner has spoken everywhere from the Smithsonian Institution to the Inc. 500 Conference.
127: Transitioning from the Government to Private Practice - Rachel Levy
Rachel Leiser Levy is principal at Groom Law Group, Chartered, where she advises clients on a wide range of federal tax issues affecting health and welfare plans and retirement plans. Ms. Levy specializes in all tax aspects of the Affordable Care Act, including the “Cadillac Tax”, employer shared responsibility, the new tax reporting requirements of the Internal Revenue Code sections 6055 and 6056, and premium tax credits and cost-sharing reductions. Ms. Levy also works with cafeteria plans, tax nondiscrimination rules and VEBAs. Ms. Levy’s expertise extends to retirement plans, where she advises clients on executive compensation, qualified plans and pension plan funding issues. Ms. Levy provides advice to employers, service providers and trade associations on legislative and regulatory strategy. Immediately prior to joining Groom Law Group Ms. Levy was Associate Benefits Tax Counsel in the Office of Tax Policy at the US Department of the Treasury. As Associate Benefits Tax Counsel, Ms. Levy helped develop tax policies and guidance related to the taxation of employee benefits with a primary focus on implementation of the Affordable Care Act. Her work included guidance on the employer mandate, the premium tax credits and cost-sharing reductions, and the new tax reporting requirements of Internal Revenue Code sections 6055 and 6056. In her role at Treasury, she coordinated with IRS, DOL, HHS, and the White House Domestic Policy Counsel on all aspects of health care reform implementation, and advised the Office of General Counsel and the Department of Justice on a range of litigation related to the Affordable Care Act. Prior to her time at the Treasury Department, Rachel was Legislation Counsel at the Joint Committee on Taxation, where she assisted in the development and drafting of numerous pieces of legislation, including the Patient Protection and Affordable Care Act, the Health Care and Education Reconciliation Act of 2010, the American Workers, State, and Business Relief Act of 2010, the American Jobs and Closing Tax Loopholes Act of 2010, the American Recovery and Reinvestment Act of 2009, the Emergency Economic Stabilization Act of 2008, and the Worker, Retiree, and Employer Recovery Act of 2008 among other legislation.
147: Blogging, Triathlons, and Business Development - Ernie Holtzheimer
Ernest D. Holtzheimer is an associate in Montgomery McCracken’s corporate and securities practice group. His practice focuses on mergers and acquisitions, financing transactions, and other general corporate matters.  Ernie also serves as an editor of Montgomery McCracken’s Private Business Counsel blog. In addition, he is a member of the firm’s Diversity Committee. Ernie currently serves on the Executive Committees of the Philadelphia Bar Association’s Business Law Section and Young Lawyers Division, and as a Business Law Fellow in the American Bar Association’s Business Law Section. As an active community member, Ernie serves on several nonprofit boards including the Special Olympics PA-Philadelphia Executive Advisory Board, The Spruce Foundation Board of Directors, and the Covenant House PA Associate Board. He is also an advisor to an institutional venture fund and an international angel investment group.  
144: Blockchain and Business Development - Alex More
Alex More is a partner with Carrington, Coleman in Dallas, Texas. Clients engage Alex to advise them on a broad range of issues that include corporate governance, compliance, and negotiation. Alex has significant experience with litigation, including in the areas of fiduciary duties, securities, and fraud. Alex’s clients include public companies and their officers and directors, private companies and business owners, and individuals working in the securities, health care, energy, aviation, automotive, real estate, and other industries. Alex has also focused on counseling clients regarding legal risk and compliance in connection with virtual token and blockchain issues.
134: Accountability in Business Development - Ari Kaplan
Ari Kaplan, a leading legal industry analyst, is an inaugural Fastcase 50 honoree and a finalist for ILTA's 2015 Thought Leader of the Year award. His most recent book, Reinventing Professional Services: Building Your Business in the Digital Marketplace, was released in Japanese, and Thomson Reuters is publishing the second edition of The Opportunity Maker: Strategies for Inspiring Your Legal Career Through Creative Networking and Business Development in 2016. He is the principal researcher for a variety of widely distributed benchmarking reports and has been the keynote speaker for events in Australia, Canada, the United Kingdom, and throughout the U.S. Kaplan is also the founder of the Lawcountability® business development platform and iPhone app, a finalist for ILTA's 2015 Innovative Solution Provider of the Year award, and a two-time Ironman triathlon finisher.
125: Turning Former Adversaries into Clients - Stephen Stern
Stephen Stern is a partner in Hyatt & Weber's employment and commercial litigation practices. In employment law, Stephen regularly advises businesses on strategic matters and issues that arise on a day-to-day basis. When litigation has been necessary, Stephen has defended employers against claims arising under Title VII, ADEA, ADA, FMLA, SOX, FLSA, NDAA, IRCA, and other similar statutes, and he has defended employers against various tort claims. Stephen also regularly advises companies and represents them in litigation on matters related to the protection of trade secrets and enforcing non-compete/non-solicitation agreements. Stephen also frequently represents businesses in commercial/business disputes involving allegations of fraud, breach of contract, violations of fiduciary duties and other tortious conduct, and violations of various federal and state statutes. Recent examples include defending against a civil RICO claim, allegations of discriminatory lending practices under the Fair Housing Act and Equal Credit Opportunity Act, breach of fiduciary duty claims, and insurance coverage claims, as well as prosecuting a breach of construction contract claim and various tort and contract claims related to a real estate dispute. Stephen is admitted to practice in federal and state courts in Maryland, DC, and Virginia. He has appeared before the EEOC, DOL, DOJ, and comparable state and local agencies, and he has litigated in federal and state courts around the country.
121: Guest Blogging and Content Marketing - Brad Frazer
Brad Frazer was Deputy General Counsel to several high-tech Internet and computer companies during the dot-com boom and subsequent bust. While in-house, his practice areas included Internet law, technology and software licensing, intellectual property law, computer law and related transactional work and litigation. He is currently a partner at Boise, Idaho-based Hawley Troxell LLP, where he is a member of the firm’s Emerging Business and Venture Capital Practice Group. Brad is a 1985 cum laude graduate of Brigham Young University (Provo) and a 1988 graduate of the University of California, Hastings College of the Law, where he earned a position on the College’s law review. After law school, he received his Masters of Business Administration degree from the University of Utah. He is a frequent author and speaker on Internet-law topics, and Brad’s debut novel The Cure: A Thriller was recently published by NYC-based Diversion Books. The sequel, The Cure: Immortal, is a work-in-progress.  
102: How to Foster Individual and Practice Group Business Development - Kathleen Cannon
Kathy Cannon is managing partner of the firm’s Washington, D.C. office and former chair of the International Trade and Customs practice group. With more than 30 years of experience in international trade law, Ms. Cannon focuses her practice on assisting domestic industries that are experiencing injury due to unfairly traded imports, primarily through the use of antidumping and countervailing duty laws.Ms. Cannon has been involved in a wide range of trade matters and specializes in the injury phase of trade remedy actions before the U.S. International Trade Commission. She regularly appears before the U.S. Department of Commerce and the U.S. Trade Representative and has participated in numerous oral arguments before the U.S. Court of International Trade and the U.S. Court of Appeals for the Federal Circuit.Ms. Cannon has participated in implementing trade legislation and regulations. She has been involved in rules and dispute settlement issues before the World Trade Organization (WTO). She has also represented U.S. exporters charged with dumping in third countries.
097: The Power of Client Relationships - Roberta (Bobbi) Jacobs-Meadway
Roberta Jacobs-Meadway has more than 40 years of experience representing clients in a wide range of industries in connection with trademark, copyright and unfair competition matters. Her practice includes litigating intellectual property disputes in the federal courts and trademark opposition and cancellation proceedings before the Trademark Trial and Appeal Board. She has significant experience in connection with the licensing of intellectual property and counseling with respect to trademark and copyright issues.She has been recognized by her peers for her experience and expertise, being honored by Chambers USA and others as a leader in trademark and copyright issues and related litigation. She is a frequent lecturer and author on topics relating to intellectual property. Roberta has also been active in the legal community and served as the co-chair of the Pennsylvania Bar Association’s Commission on Women in the Profession (2013-2015) as well as on the Advisory Board of ALI-CLE for intellectual property.  
091: Why Lawyers Need to Use Legal Project Management - Mark Lassiter
Attorney & Legal Project Manager Mark Lassiter is an experienced business attorney of over 30 years’ experience and a legal project manager.As an attorney, Mr. Lassiter practices in the areas of business, real estate, construction and technology law and Alternative Dispute Resolution. He has an AV Preeminent®* rating with the Martindale-Hubbell® Peer Review Ratings system, is a sustaining member in ARIZONA’S FINEST LAWYERS, was voted among the BEST OF ARIZONA ATTORNEYS in the Area of Alternative Dispute Resolution in RANKING ARIZONA (2012), and was included in Arizona’s Top Rated Lawyers of 2014 in the areas of Alternative Dispute Resolution, Business and Commercial law in LEGAL LEADERS. He serves on both the mediation and arbitration panels of the National Academy of Distinguished Neutrals and the American Arbitration Association, where he serves on its Commercial, Construction and Large and Complex Case Panels.He is also the founder of Lex Projex™, an independent Project Management Office (“PMO”) offering outsourced Legal Project Management (“LPM”) services to corporate legal departments, law firms and legal vendors. Mr. Lassiter is a member of the Project Management Institute (“PMI”), its Legal Project Management Community of Practice, the Project Management Connected Community of the International Legal Technology Association (“ILTA”), and the Microsoft Project User’s Group (“MPUG”). He has completed upper level courses towards a Master’s Degree in Project Management at Northern Arizona University and in the Applied Project Management Certificate Program at Villanova University, as well as multiple on-line project management courses offered as PMI Professional Development Units (“PDUs”) through LYNDA.COM. He was one of the first lawyers in the country to develop a law school curriculum to teach Legal Project Management, and has taught Legal Project Management as an Adjunct Professor of Law. He has also taught Legal Project Management in the eDiscovery Legal Project Management Certificate Program and the Litigation Support Project Management Certificate Program of the Organization of Legal Professionals (“OLP”). Mr. Lassiter speaks nationwide on the topic of Legal Project Management to lawyers, law firms, corporate legal departments and ESI-EED vendors.
140: How Young Lawyers Can Market Their Legal Practice - Jaelynn Jenkins
Jaelynn's practice is centered on estate planning, non-profits, and business law. She loves learning about her client's families, businesses, and their plans for the future. Jaelynn began her career as a law clerk in the Fourth District Court of Utah. Through her clerkship, she worked on all manner of cases including million dollar business disputes, high profile murder trials and everything in-between. She has private practice experience in both transactional and litigation matters. Jaelynn strongly believes in the power of connecting and giving back to her profession and community. She donates much of her time to serving on professional boards and is constantly on the lookout for ways to give back to the community at large.
143: The Power of Interviews and Business Development - Paolo Lanciani
Paolo Lanciani is a Business Psychologist with a passion for supporting lawyers and law firms in their marketing, personal branding and leadership development. He offers his skills as a facilitator, coach and assessor to apply psychological know-how and conpetence as a practical tool that supports his clients in facing challenges and taking on new opportunities. Paolo also works with large corporations in Italy, Germany (he is half German), and worldwide.
133: How to Use Social Media at a Large Law Firm - Renee Phillips
Renee Phillips is a partner in Orrick's Employment Law Group and Co-Head of the firm's Whistleblower Task Force. Her practice includes a full range of employment litigation and counseling, with particular emphasis on Sarbanes-Oxley/Dodd-Frank whistleblower issues and internal investigations. Renee is also co-author of Corporate Whistleblowing in the Sarbanes-Oxley/Dodd-Frank Era, the leading treatise on corporate whistleblower law. She speaks and writes regularly on whistleblower law, internal investigations, and other employment law topics. Renee has been recognized by Super Lawyers as a Rising Star in Employment Litigation and by the American Society of Legal Advocates as a Top 40 Under 40 Employment Lawyers in New York State.
129: Blogging Success for Lawyers - Travis Crabtree
Travis Crabtree brings a unique perspective to his litigation, technology, media and marketing practice. Travis graduated from the University of Missouri School of Journalism and spent several years in television news before embarking on a law career. Travis explores the emerging legal issues and trends for the internet, marketing, technology, intellectual property and online media on his blog, His technology practice focuses on media communications, online defamation, privacy, domain name disputes, policy and governmental compliance, software licensing and audits, copyrights and trademarks, and related transactional documents for start-ups and technology companies. In addition, Travis represents plaintiffs and defendants in complex business matters including cases involving defamation, open records issues, antitrust, RICO, the False Claims Act, shareholder derivatives, minority shareholder oppression, corporate officer/director fiduciary cases, partnership disputes, trade secrets, the DTPA, employment and class actions in both state and federal court. His commercial litigation experience allows him to counsel clients at all stages of conflict from avoiding disputes, to resolving disputes, trials and appeals. Most importantly, Travis’s courtroom experience helps him keep his clients out of the courtroom if he can, but aggressively represented if that is what it takes.
145: Trade Associations and Business Development - Stuart Buttrick
Stuart Buttrick is the team leader of the Faegre Baker Daniels labor management relations team. He represents employers in labor relations matters, including in proceedings before the National Labor Relations Board (NLRB), in arbitrations, in litigation and in contract negotiations. Stuart also represents employers in connection with employment litigation and administrative charges. He has defended employers in hundreds of state and federal court cases and administrative charges in multiple states and has handled appellate work before various federal Circuit Courts of Appeal. Stuart also advises clients on personnel and policy issues.  
126: It's All about the List - Venroy July
Venroy July is a senior associate in the corporate practice. His practice includes a wide range of corporate and finance matters, with a particular focus on mergers and acquisitions, public and private equity offerings, debt offerings and general corporate governance. He has worked on private and public company transactions, including mergers, stock and asset purchases and sales, joint ventures, proxy contests, debt and equity offerings, and business restructurings.
120: Lessons from Building a Tax Controversy Practice - Julian T. Lee
Julian T. Lee is an associate in Rosenberg Martin Greenberg’s nationally-recognized tax controversy department. He joined the firm in 2009, and his practice focuses on representation of individuals and businesses throughout all stages of federal and state tax controversies. Julian is Vice Chair of the National Bar Association (NBA) Tax Section and has frequently spoken on panels about income and employment tax compliance at NBA conferences. He is an active member of the American Bar Association’s Section of Taxation and a member of the Maryland State Bar Association. Julian has served as an instructor in the Military Volunteer Income Tax Assistance (VITA) Program at Fort George G. Meade since 2012, teaching preparers who provide free tax preparation services to military personnel and their families. He also volunteers as a Maryland Volunteer Legal Services Associate Advocate and was recognized as a Maryland Super Lawyers Rising Star for 2014 and 2015. He received a Young Lawyer/Future History Maker award from the Monumental City Bar Association in 2015. Julian is a graduate of Emory University and earned his J.D. from the Benjamin N. Cardozo School of Law, where he served as an editorial board member of the Moot Court Honor Society. Julian received his LL.M. in Taxation with distinction from Georgetown University Law Center.
149: Business Development and Insurance Company Clients - Paul Bolus
Paul Bolus has been representing insurance company clients for over 25 years, litigating and managing over 200 cases in federal and state venues across the country. Paul has handled multi-million-dollar cases, including class action lawsuits, regularly representing insurance companies in litigation dealing with health and life issues in just about every context, including major medical, specified disease, cancer, heart, stroke, disability, life insurance, long-term care insurance, securities, annuities, STOLI, department of insurance complaints and litigation, unfair consumer trade practices, deceptive trade practices and agent accounting litigation. Paul is also actively involved in insurance industry organizations. He belongs to the Association of Life Insurance Counsel (ALIC). Paul also belongs to the American Bar Association’s Tort Trial and Insurance Practice Section and the DRI Life, Health and Disability Committee and the American Council of Life Insurers (ACLI).
146: OSHA, Outside Consultants, and Business Development - Nelva Smith
Nelva Smith is a labor and employment attorney with Steptoe & Johnson PLLC. From general day-to-day counseling, to litigation, workers' compensation, and safety and health issues, Ohio employers of all sizes rely on Nelva for employment law guidance. As a member of the firm's Workplace Safety Team, she has defended employers in front of the Industrial Commission on a variety of issues that arise out of Ohio workers compensation matters. She also has experience in safety and health issues, with an emphasis on OSHA. She has presented on several occasions nationally on OSHA topics, and she has twice been a contributing editor to the national treatise on Occupational Safety and Health Law. Nelva has experience defending employers in general employment litigation, charges before the Equal Employment Opportunity Commission, charges before the Ohio Civil Rights Commission, charges before the National Labor Relations Board, and defending OSHA citations, and she has also successfully handled wage and hour audits before a state government agency. In addition to her employment experience, Nelva is also on the firm's Higher Education Team and actively represents several universities and colleges in the region against Title IX litigation.  
135: How Lawyers Should Use LinkedIn - Erik Ullberg
Erik Ullberg has been an IP and marketing lawyer with Wistrand Advokatbyrå in Gothenburg, Sweden since 2004 and a member of the Swedish Bar Association since 2009. Erik works primarily with advising Swedish and international clients in matters related to IT and technology, intellectual property and advertising and marketing law. He is a member of organizations such as INTA and Global Advertising Lawyers Alliance (GALA). He is recommended by Legal 500.
130: How to Transition from Associate to Productive Partner - Andrew Sommer
Andrew Sommer is a partner in Winston & Strawn’s Washington, D.C. office. In addition to having first-chair trial experience, Mr. Sommer has almost fifteen years of experience with intellectual property matters, with a specific focus on patent litigation in a broad array of forums including district courts, the International Trade Commission (ITC), the Federal Circuit, and in trials before the Patent Trial and Appeal Board (PTAB). Mr. Sommer has handled all phases of patent litigation, from the filing of a complaint through appeal. He has served as lead trial counsel in federal court litigation, has argued dispositive motions, and argued Markman hearings in both district court and the ITC. He is also a recognized authority and strategist when it comes to counseling clients on the interplay between litigation and trial proceedings before the PTAB. He has been involved in more than three dozen PTAB trials and has represented Patent Owners and Petitioners. He has authored, and regularly updated, two chapters in BNA’s “Drafting Patents for Litigation and Licensing,” one relating to continued prosecution of a patent and the other relating to validity trials before the PTAB. He is a sought-after speaker on topics related to patent litigation.
132: Lessons from Marketing a Wine and Beverage Law Practice - Lindsey Zahn
Lindsey A. Zahn, Esq. is an alcohol beverage and food attorney at Lehman Beverage Law, PLLC. Ms. Zahn has previously counseled wine, beer, and spirits companies on licensing and compliance, federal and state labeling, customs regulations, supplier agreements, and advertising and promotions. She is an award-winning author on wine law, publishes a leading wine law blog called On Reserve, and has traveled to over a dozen wine regions in the U.S. and Europe. Additionally, she has given talks and instructed classes on wine law throughout the country and in France. In 2014 and 2015, her blog was nominated as one of the Top 100 Legal Blogs by the ABA Journal.
123: Lessons from Marketing an Estate Planning Practice - Mary Akkerman
Mary Akkerman guides clients through the all aspects of fiduciary representation, estate planning, and related administrations, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals and related litigation. Mary is skilled at establishing public and private trust companies in South Dakota and also has significant experience working with international advisors, attorneys, and clients with respect to cross-border planning, non-resident alien trust formation, and international tax issues. Along with corporate and individual fiduciaries and family offices, Mary represents business owners, professionals, retirees, and individuals interested in establishing a South Dakota trust. She is experienced in trust and estate litigation, prenuptial agreements, cohabitation agreements, special needs trusts.
075: Marketing an Immigration and Citizenship Practice in Canada - Bruce Harwood
Bruce is a former officer with the Department of Citizenship and Immigration and advisor to the federal court on citizenship matters as amicus curiae. He practices exclusively in the area of immigration and citizenship.Bruce represents both corporate and individual clients in a variety of matters under the Immigration and Refugee Protection Act, the Citizenship Act and ancillary legislation such as the North American Free Trade Agreement and Canada Chile Free Trade Agreement as well as provincially based nomination programs. This work includes applications for permanent residence in business, immigrant categories, applications for skilled workers under federal and provincially based immigration programs, applications for temporary workers under the immigration regulations pursuant to the Immigration and Refugee Protection Act, as well as applications for Canadian citizenship.Bruce assists clients with issues of criminal or medical inadmissibility and has appeared before the Immigration Appeal Division and Federal Court of Canada. Bruce’s immigration and citizenship practice also involves working with the tax group on residency issues to develop effective tax planning for persons seeking permanent residence in Canada.  
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Podcast Details
Jun 6th, 2015
Latest Episode
May 10th, 2019
Release Period
No. of Episodes
Avg. Episode Length
31 minutes

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