Featured Guest Speakers
How Good Lawyers Get Into Bad Ethical Trouble
Stuart Teicher's Lawyer Survival Center
Stuart I. Teicher, Esq. is a professional legal educator who focuses on ethics law and writing instruction. A practicing attorney for over 25 years, Stuart’s career is now dedicated to helping fellow attorneys survive the practice of law and thrive in the profession. Mr. Teicher teaches seminars, provides in-house training to law firms and legal departments, provides CLE instruction at law firm client events, and also gives keynote speeches at conventions and association meetings.
Stuart helps attorneys get better at what they do (and enjoy the process) through his entertaining and educational CLE Performances. He speaks, teaches, and writes— Thomson Reuters published his book entitled, Navigating the Legal Ethics of Social Media and Technology.
Mr. Teicher is a Supreme Court appointee to the New Jersey District Ethics Committee where he investigates and prosecutes grievances filed against attorneys. Mr. Teicher is an adjunct professor of law at Georgetown Law where he teaches Professional Responsibility, and he is an adjunct professor at Rutgers University in New Brunswick where he teaches undergraduate writing courses.
Can Lawyers Innovate?
Centre for Legal Innovation
Terri has worked with the world’s largest law firm associations and law firms including Lex Mundi, IPBA and DLA Piper LLP (US) for more than 20 years to support and develop their best talent. After working as a practising lawyer for 10 years, Terri moved into the worlds of practical legal education, talent management and consulting. Terri founded Mottershead Consulting to focus on supporting lawyers and law firms in transitioning their practices to the “new normal” legal services market. Because people innovate and firms do not, advising on change management, talent management and legal innovation for lawyers and law firms form the cornerstones of Terri’s Consulting work.
Terri’s thought leadership in legal innovation was recognised with her appointment in 2016 as the founding Director of the newly created Centre for Legal Innovation at the College of Law (Australia, New Zealand and Asia). Her work at the Centre includes collaborating with all interested stakeholders to create an information hub and incubator for new ideas on identifying and applying practical solutions to the most challenging issues faced by the legal industry today.
The Global Business Environment for Law Firms to 2025
Phil Ruthven founded the Ruthven Institute in 2017 to help business managers and students to better understand the keys to success and provide the vital information needed to achieve forward planning, effective business strategy and consistent world’s best practice profitability.
Phil Ruthven is the founder and owner of IBISWorld, an international corporation providing online business information, forecasting and strategic services. He is also a director of other companies, advisory boards and charitable organisations.
Phil is a science graduate, with further studies in management and economics at various universities and institutes. He spent over 10 years in the food industry, including executive positions in research, production and marketing, before establishing IBIS in 1971. He is currently a board member of the Australian National University Business College Advisory Board, an Adjunct Professor at The University of Technology Sydney and an ambassador for the Whitelion disadvantaged youth charity.
Mental Health and Supporting Your Colleagues in Time of Need
Mind Share Partners
Natasha Krol is the Head of Client Services & Principal at Mind Share Partners, a nonprofit that is changing the culture of workplace mental health so that both employees and organizations can thrive. It provides workplace training and strategic advising to leading companies, hosts communities to support ERGs and professionals, and builds public awareness.
Natasha builds high impact relationships with companies, advising and training leaders, managers, and employees on how to create a culture of support for mental health. She is also focused on expanding Mind Share Partners’ impact to meet client needs across industries and geographies. Natasha has spent her career working with organizations to improve organizational health and effectiveness, with an emphasis on increasing equity. Prior to Mind Share Partners, Natasha was the Founding Executive Director of the Stanford College Transition Collaborative, and an Engagement Manager at McKinsey & Co.
LAW AGM Storytelling Keynote
Matthew Taylor is an award-winning author, professional actor, storyteller and narrative coach has been entertaining audiences throughout the United States and internationally for the last twenty- five years.
Transplanted to Colorado from the small sailing village of Itchenor, England, Matthew is a partner of A.C.E. Entertainment, which has written and produced over twenty-five original shows.
Encouraged from the popularity of the A.C.E. show, Tales of an Englishman, Matthew continued to commit his stories to paper, which have now been compiled into the book, Goat Lips: Tales of a Lapsed Englishman.
Goat Lips is an Amazon best seller, received the Independent Publishers Book Awards Gold Medal for Humor and was a National Indie Excellence Award, and USA Best Book Awards Finalist.
Matthew not only teaches storytelling but also loves telling stories. He is a two-time Moth Story Slam winner and the current Moth Denver Grand Slam Champion.
He formed Persuasion through Narrative in 2010 to teach communication skills through harnessing the power of story and has quickly gained a strong reputation as a speaker and business educator, especially within the legal profession, educational institutions, and with entrepreneurs.
Matthew loves to bike, ski, sail, and is a proud husband to Susan, and father to Maitland and Alastair who keep him laughing constantly.
Design Thinking for Legal
Leadership for Lawyers llc
Mark Beese is President of Leadership for Lawyers, a consultancy focused on helping lawyers and other professionals become stronger leaders. He provides training, coaching and consulting in the areas of leadership development, innovation, and business development. Mark is an adjunct faculty at the University of Denver Sturm College of Law and former adjunct faculty at the Center for Creative Leadership. He is a Fellow of the College of Law Practice Management and an inductee in the Legal Marketing Association Hall of Fame for lifetime achievement.
Diversity & Inclusion: How Your Firm’s Organizational Strategies Stack Up
Dr. Arin N. Reeves
A leading researcher, author and advisor in the fields of leadership and inclusion, Arin studied business at DePaul University’s College of Commerce, attended law school at University of Southern California and received her Ph.D. in Sociology from Northwestern University.
Arin is a best-selling author of three books – The Next IQ , One Size Never Fits All and “Smarter Than A Lie – and she is the Managing Director of the research and advisory firm, Nextions, a new way of doing leadership and inclusion. Arin has designed and led several comprehensive research projects on leadership and inclusion in topics ranging from gender equity, generational diversity, LGBTQI diversity, racial/ethnic, cultural integration and implicit bias to transformational leadership and working through generational differences.
Before Nextions, Arin practiced law for several years and served as an Adjunct Professor at Northwestern University where she taught classes on law and society.
Millennials, Engagement and The Law Firm of the Future
AJ Kulatunga is an award winning Business Strategist and Professional Keynote Speaker, whose expertise helps leaders and teams to navigate the uncertainty of disruptive change.
He has published four business guides, been a regular contributor to The CEO Magazine and has produced 50 episodes of “Business as Unusual”, a show that explores Innovation, Creativity and Entrepreneurial Thinking to help leaders reimagine their business into the new normal.
When he’s not on stage, AJ likes playing guitar, tinkering with his cars and stand-up comedy. For his career achievements AJ was named NT Young Achiever of the Year by Awards Australia.
Referrals – Our Raison D’etre
David H. Freeman, J.D.
David Freeman Consulting Group
David H. Freeman, J.D is a world-renowned authority on using high-impact techniques to grow new revenue.
He is a multiple award-winning consultant and two-time best-selling author who has trained and coached thousands of lawyers and leaders in 200 law firms, including 46% of the AmLaw 200. He was inducted into the National Law Journal Hall of Fame for being voted the #1 business development consultant and coach for three consecutive years, and he has written four books on law firm business development and leadership.
David practiced law in New York, he is a Trusted Advisor with the Professional Development Consortium, a Fellow in the College of Law Practice Management and the CEO of the David Freeman Consulting Group. Widely recognized as an innovator, he is the founder of Law Firm CultureShift®, developer of technology that automates cross-selling coaching (Cross Serving®) and creator of Culture Xray® (an internal business development culture assessment).
SEO Tips and Tricks to Rank Your Website Higher
Oppidanus Digital Marketing
Peter Gowers is the Chief Marketing Officer and General Manager of Oppidanus Digital Marketing, a digital marketing agency with offices in Darwin and Melbourne. He has been a director and senior manager of businesses in multiple sectors for over 30 years. In addition, Peter is a veteran in the entertainment industry, a commercial radio broadcaster, a podcaster and a licensed real estate agent.
As the senior digital strategist at Oppidanus, Peter works with clients to boost their overall online presence, using Search Engine Optimisation (SEO) techniques, social media and video marketing strategies to help businesses stand out online in their various sectors.
How Early-Career Professionals Can Develop Their Strategic Ability
Sue-Ella is an author and owner of award-winning consultancy Prodonovich Advisory. She specialises in helping law firms build their business development strategies and the capability of their professionals.
She established Prodonovich Advisory in 2012. Before then, her roles included Director of Marketing, Arthur Andersen; Director of BD, Baker McKenzie; and Partner, Crowe Horwath.
Her qualifications include an MBA, BComm (Hons) (Law & Marketing) – Vice Chancellors’ List student; AICD Course for Company Directors. She is accredited in using Net Promoter® Client Loyalty Program™; and Heidi Gardener’s ‘Smart Collaboration Accelerator’
In addition to her advisory work Sue-Ella also teaches on subjects of Strategy and Business Development.
• She teaches strategy and BD modules for The College of Law, The Law Society of NSW, The Law Institute of Victoria and the Financial Management Review Centre (FMRC). And she has facilitated training sessions for The Australian Bar Association, The Law Society of Singapore and specialist Law Associations.
• In the US she has presented workshops and sessions for the Legal Marketing Association (LMA) since 2004. Other regional conferences include The Professional Services Marketing Group (UK); The Practice Management Group (Germany), Associes Juristes (France) and Crowe Horwath International (China)
Sue-Ella is member of the Judging Panel of Annual Australian Industry Law Awards conducted by Lawyers Weekly. She was a member of the Editorial Board for the US-based Legal Sales & Service Organization Executive (LSSO), and an executive of both the The Australasian Legal Practice Management Association (ALPMA) and the Continuous Legal Education Association of Australasia (CLEAA).
In 2019 she was recognized as a ‘Fellow’ by US-based The College of Law Firm Management Fellowship is by invitation and is awarded to legal management professionals who exemplify the highest standards and achievements in the industry.
Sue-Ella regularly shares ideas for business development and client engagement in her blog and with her LinkedIn networks.
Qualified Opportunity Zones
Joseph J. DeFelice
U.S. Department of Housing and Urban Development
Appointed by President Donald Trump, Joseph J. DeFelice is the Regional Administrator for the U.S. Department of Housing and Urban Development, Region III, which includes the District of Columbia, Delaware, Maryland, Pennsylvania, Virginia and West Virginia. In this role, he works with federal, state and local partners to create strong, sustainable, inclusive communities and quality affordable homes for all. He is responsible for the oversight of a $39 billion portfolio of programs and services and nearly 500 employees.
Acknowledging that all of HUD’s services are delivered in the field, Regional Administrator DeFelice has prioritized meeting with elected officials and community partners throughout the Mid-Atlantic. He eclipsed his personal goal of visiting 50 percent of the counties in the region by the end of his first term. To date, he has toured in 185 counties. While this may seem an aggressive undertaking, he believes it is important for each Regional Administrator to champion HUD’s good work in the field, and to provide the Secretary and HUD’s leadership with that important perspective.
With respect to programmatic priorities, Mr. DeFelice’s vision is threefold: eradicate homelessness, eliminate blight and advance economic opportunities. Focusing on these three priorities enables the Regional Administrator and his team to address the mission of HUD, and to focus on the most important facets of the agency’s work in the District and states surrounding the nation’s capital.
During his tenure, Mr. DeFelice has worked with the U.S. Interagency Council on Homelessness to reinvigorate the agency’s involvement in the Mayors Challenge to End Veteran Homelessness and has secured the continuing commitment of mayors and elected officials throughout Region III. Two of the three states to have effectively ended veteran homelessness are in the region, Virginia and Delaware.
The Mid-Atlantic is home to very old cities and housing stock having experienced the loss of manufacturing and jobs, as well as an overall decline in population. With decreased revenue and abandoned properties, it is difficult for once thriving cities to keep up with the level of blight they face. Traditionally, Community Development Block Grants have been used to eradicate blight, but there is more available funding that often goes untapped. Mr. DeFelice developed a “blight package” for each state and the district which he distributes to local leaders. This enables HUD to act as a development consultant, as well as provide resources offered outside of traditional funding streams.
One of the ways to advance economic opportunities is to promote Section 3, which is a means by which HUD fosters local economic development, neighborhood economic improvement and individual self-sufficiency. The legal basis for providing jobs for residents and awarding contracts to businesses in areas receiving certain types of HUD financial assistance, Section 3 has long been underutilized. Mr. DeFelice is raising awareness of how Section 3 can be used to economically empower individuals to become self-sufficient and to open future opportunities for those on waiting lists our housing authorities’ control.
Prior to joining HUD, Mr. DeFelice worked as an attorney in Philadelphia. He is the former Chairman of the Philadelphia Republican Party. A Philadelphia native with deep roots in community development, he has strong ties to neighborhood revitalization in Northeast Philadelphia, where he was born and raised. He has held many service roles in Philadelphia to enhance the quality of life of others, ranging from Chairman of the Mayfair Community Development Corporation and President of the Mayfair Civic Association to board member of the Friends of the Free Library of Philadelphia. Mr. DeFelice earned his bachelor’s degree in political science from La Salle University in Philadelphia, Pa. and earned his law degree from Widener University School of Law (now Delaware Law School) in Wilmington, Del. He also formerly served as an adjunct professor of American Government at both La Salle and Widener Universities.
Mr. DeFelice currently resides in Northeast Philadelphia with his wife Rosemarie and two sons: Joseph (Joey) Jr. and Christian.