Learn from industry leaders

Nita is the Robinson O. Everett Distinguished Professor of Law & Philosophy and Founding Director of the Duke Initiative for Science & Society. She is a widely published scholar on the ethics of emerging technologies, including the book The Battle for Your Brain: Defending Your Right to Think Freely in the Age of Neurotechnology. She spearheads research on futurism, law, and ethical implications of emerging technologies for society—offering a roadmap for cognitive freedom in our increasingly interconnected world.

James Clear is a writer and keynote speaker focused on habits, decision making, and continuous improvement. His book, Atomic Habits, has sold over 15 million copies worldwide, has been translated into more than 60 languages and was the #1 best-selling book of 2021 and 2023 on Amazon and #1 audiobook on Audible.

Clear is a regular speaker at Fortune 500 companies and his work has been featured in publications such as Time magazine, the New York Times, the Wall Street Journal and on CBS This Morning and Today Show Australia. He is a MasterClass instructor, alongside the world’s top experts such as Serena Williams, Neil Gaiman and Gordon Ramsay. His popular “3-2-1” email newsletter is sent out each week to more than 3 million subscribers.

As the CEO and Founder of Clio and a pioneer in cloud-based legal technology, Jack Newton has spearheaded efforts to educate the legal community on the security, ethics, privacy considerations, and benefits of running a law firm from the cloud. Under his leadership, Clio is bettering the lives and businesses of lawyers while making legal services more accessible and equitable for all through cloud-based and client-centered technology.

Jack is also the author of The Client-Centered Law Firm, a #1 bestseller that’s helping law firms thrive in today’s experience-driven era. Follow Jack on Twitter at @jack_newton for up to date commentary on technology, the legal industry, and the future of the profession.

Nkoyo-Ene Effiong Lewis is a national speaker, advocate, strategist, and systems leader focused on advancing a more engaged, excited, and liberatory world.  An educator at heart and attorney by training, Nkoyo speaks & consults at the intersection of purpose, power, and professionalism in law, education, and social enterprise. Individuals + institutions engage Nkoyo when they are ready to lead with integrity, innovate ethically, and expand their impact exponentially. When she isn’t trying to change the world, Nkoyo is the Director of Law Practice Management Program for the State Bar of Georgia. In that role, she helps Georgia lawyers tap into innovation to build a profitable and purpose-filled practice with less struggle and stress. With a steadfast focus on equipping lawpreneurs with the confidence, competence, and capacity to leverage the right tools for their practice, Nkoyo seeks to advance a more innovative and inclusive legal profession that meets the needs of legal professionals and legal consumers.

Jayne provides ethics and regulatory advice to lawyers and legal service providers and serves as Deputy General Counsel to FisherBroyles LLC, a distributed global law firm. An experienced commercial trial lawyer, Jayne also serves as a neutral in mediation and arbitration proceedings.

Jayne is a nationally renowned expert on legal ethics and professionalism. Prior to joining FisherBroyles, she served as Executive Director of the Illinois Supreme Court Commission on Professionalism and as disciplinary counsel for the Illinois Attorney Registration and Disciplinary Commission. Jayne draws on her extensive experience as trial lawyer, legal ethics expert, and professionalism advocate as she advises, writes, and speaks on lawyer ethics issues, professional responsibility, and effectiveness and efficiency in the legal system.

Jayne is active in many bar associations, including the Association for Professional Responsibility Lawyers and the American Bar Association. She has been recognized nationally for her work in professional responsibility, including by appointments to Chair the ABA’s Standing Committee on Professionalism for three consecutive years and by receiving the Center for Professional Responsibility’s highest lifetime honor: The Michael Franck Professional Responsibility Award.

An accomplished attorney and transformational thought leader, Seth Price is a founding partner
and the business backbone of Price Benowitz LLP as well as the founder and CEO of BluShark
Digital. Seth took a two person law firm and scaled it to 45 lawyers. Now Seth has taken the
same digital power that built the firm to create a best-in-class digital agency focused on the legal
sector in BluShark Digital.

Seth has been a frequent lecturer and moderator at some of the largest and most influential law
conferences in the United States, speaking on the tools and strategies law firms can use to align
their business development with changing consumer habits. He has spoken on topics including
but not limited to, how to build a firm, ethics, best practices for firm operations, search engine
optimization (SEO), and digital marketing as a whole.

John E. Grant spent 10 years in software before becoming a lawyer. He now serves as an Agile coach & strategic consultant to legal teams, assisting with product development, organizational design & operations strategy. He co-chaired his Bar’s Futures Task Force and is a recognized legal innovator.

Burton Kelso is an entrepreneur, national speaker, and global TV & Radio Tech Expert. His vision is to remove the frustrations and complexity of computers and technology and open people up to a world of new ideas, experiences, and opportunities.

Managing partner with Law Firm Velocity. We provide CFO and bookkeeping services for law firms. The only Clio Gold Certified CPA firm in the US.

Mark Britton is the founder of the legal marketplace, Avvo.com. Upon his retirement from Avvo in 2018, Above the Law called Mark “the person who most disrupted law this decade.”

Prior to founding Avvo, Mark was the executive vice president of Worldwide Corporate Affairs of InterActiveCorp Travel (NSDQ: IAC) and Expedia, Inc. (NSDQ: EXPE). In this position, Mark oversaw all strategy, finance, accounting, corporate development, legal, human resources and government relations functions for the IAC Travel companies, including Expedia, Hotels.com, Hotwire, Classic Custom Vacations and Interval International. Mark was also Expedia’s first general counsel and a former regulator at the Securities & Exchange Commission. 

Today, Mark stays active in the legal industry by advising some of its most innovative companies, including Clio (www.clio.com), Clearbrief (www.clearbrief.com) and Tangibly (www.tangibly.com). Mark also regularly advises courts and other policy groups regarding technology, access to justice and the future of law.

Mark received his law degree from George Washington University. He holds a degree in finance from Gonzaga University and served on Gonzaga’s Board of Regents for 14 years. He has appeared on major news programs, including ABC’s Good Morning America, Fox Business News, CNN Money and Dow Jones MarketWatch. He also received Ernst & Young’s “Entrepreneur of the Year” Award in 2015.

Phil is the Acting Director of Practice Supports and Resources at the Law Society of Ontario. He previously served as Senior Counsel. Phil attended Dalhousie University and practiced criminal law as a sole practitioner for many years. In his current role, he oversees the Practice Management Helpline, which handles 10,000 calls annually from lawyers and paralegals. His team is also responsible for maintaining over 300 resources designed to assist legal professionals in their practice. Phil developed a popular series of technology podcasts with David Whelan and is a frequent speaker on ethics and professionalism. He has a particular interest in the intersection of technology and its impact on the future practice of law.

Judge William Pryor of the Eleventh Circuit described Joe Patrice as “One of the great journalists of our time” and let’s just pretend he wasn’t being sarcastic. As a Senior Editor at Above the Law, Joe thrives on lawyers embarrassing themselves, making his job one of the many industry roles made easier by lawyers adopting ChatGPT. Oh, and Donald Trump once asked for a mistrial based on Joe being mean to him in an article.

Koren Lightning, K.C. ’07 LLB, ’18 LLM, CIC.C, Blue Thunderbird Woman, is Cree from Samson Cree Nation. She is the Legal Director of Wahkohtowin Law and Governance Lodge. She is Board Member for First Nations Child and Family Caring Society, Board Member for Women’s Legal Education & Action Fund (LEAF) and Board Member for Peace Hills Insurance. She was Vice-President of Kasohkowew Child Wellness Society for 10 years. She was President of the Indigenous Bar Association for 6 years. She was an Acting Commissioner for Alberta Utilities Commission.

She has a Master of Laws from Osgoode Hall Law School, York University, her concentration was Alternative Dispute Resolution. Koren’s work focuses on working with Indigenous clients and supporting the revitalization of Indigenous Laws. Koren advises
in the areas of Indigenous Governance, Indigenous Child Welfare, and Indian Act matters. Koren also is an accomplished speaker on Indigenous Cultural Awareness and Relationship Building. She was awarded the “Pringle/Royal sessional teaching excellence” Award from Faculty of Law, University of Alberta, as was awarded the Alumni Horizon Award in 2017. She was awarded “Tomorrow’s Leader” Award from Women in Law Leadership Awards in 2019. Koren is alumni of the Governor General’s Canadian Leadership Conference. She was an elected council member for Samson Cree Nation from 2011-2014 and is co-founder of Hub, a community mobilization program to help reduce crime. She is a sessional instructor at Maskwacîs Cultural College and University of Alberta, Faculty of Law.

James Creedon advises on trademark registration, licensing and portfolio purchase, and intellectual property enforcement. He is a thought leader in socially conscious business, founding the first B Corp certified law firm in Texas, and winning the 2022 Reisman Community Champion Award.

Robert Dickson serves as the Managing Partner of Dickson Frohlich Phillips Burgess, PLLC, one of the fastest-growing law firms in the Pacific Northwest. His practice expertise is in civil litigation, with a focus on construction, real estate, and business law. Rob actively engages in legal thought discussions of the Pacific Northwest. He is the editor, contributing author, and consultant for the LexisNexis Practice Guide: Washington Real Estate Litigation and contributes to the real estate chapter of the Washington Lawyer’s Practice Manual. He has also had the opportunity to teach the next generation of attorneys, having taught courses on real estate litigation and introduction to the practice of law as an adjunct professor at the Seattle University School of Law.

Chris Valdheims founded Counsel for Creators in 2013 to help creative people build better businesses. As a writer, podcaster, and content creator, Chris guides his clients through the legal issues and the myriad internal and external struggles that vex creative people as they grow and make an impact. As a lawyer, Chris understands that giving good legal help isn’t just about dispensing knowledge but being a trusted guide who makes clients feel seen and heard. He runs Counsel for Creators from an island in Croatia where he lives with his family.

Zane is the Founder of MZA Legal — a Black-owned, virtual law firm helping self-funded entrepreneurs build a solid foundation for the future growth of their business. Zane is on a mission to empower everyday people to do extraordinary things.

Jefferson Fisher is a board-certified Texas trial lawyer and founder of Fisher Firm.

With his extensive experience as a trial lawyer, Jefferson understands the art of persuading and communicating effectively in high-conflict situations. He is one of the most sought after names in functional thinking for modern day communication. 

Known for his practical videos and authentic presence, Jefferson has amassed over 9 million social media followers-making him the most followed litigation attorney in the world-all in less than a year, all from inside his vehicle. 

Jefferson’s followers include high profile names such as Dwayne “The Rock” Johnson, Jesse Williams, Dr. Andrew Huberman, Sarah Silverman, Lewis Howes, and many more. 

Jefferson is on a mission to be a messenger of positivity in the world and help people learn to talk to each other again- one conversation at a time.

Steven A. Roseman is the founder and managing partner of Roseman Law, APC, a full-service real estate and business law firm specializing is Real Estate, Business and Common Interest Developments with offices throughout California. 

Mr. Roseman has more than 28 years of experience in representing corporate, business and real estate clients, as well as common interest developments, including homeowners’ associations and co-operatives in a variety of legal matters. He serves as general corporate counsel, dealing with both transactional and litigation matters. Mr. Roseman has significant trial experience, trying more than thirty-five jury trials, bench trials and arbitration proceedings on behalf of his clients, and attended countless meditations.

Mr. Roseman has unique real estate and business experience. In addition to representing common interest developments, property owners, and corporate clients in all facets of their business and real estate matters, he also has substantial knowledge in dealing with local governments, including City, County, Coastal Commission, and State agencies on behalf of his clients. He has also served as a commissioner on the Planning Commission and chaired the Historic Preservation Commission for the City of Calabasas. Mr. Roseman has lectured extensively in this, and other areas of the law, both locally and at a national level. He is actively involved in legislative action at a State Level, addressing issues that directly impact common interest developments and real estate. 

Mr. Roseman also handles diverse real estate matters, ranging from easement issues and eminent domain disputes, and has drafted and negotiated all forms of transactional documents, including construction agreements, loan documents, finance legal opinions, and governing document restatements. In addition, Mr. Roseman has structured numerous business and real estate deals and acquisitions/sales, providing legal guidance in entity formation, drafting and negotiating buy-sell/shareholders agreements, operating agreements, and other corporate and transactional related documents.

Mr. Roseman is actively involved in numerous leadership organizations. He is a member of the California and Nevada State Bars and is an active member of the two most prominent trade groups in the common interest development arena — California Association of Community Managers (CACM) and the Community Associations Institute (CAI). Mr. Roseman serves on the faculty of CACM and lectures extensively all over California teaching CACM‘s C-CAM manager certification which includes the large-scale management certification, and high-rise management certification, legal, ethics, and accounting sections of the certification programs. Mr. Roseman has served on the Board and was a Past President for CAI Channel Islands Chapter. In addition, he has served as the chair of the Mediation Steering Committee for CAI Greater Los Angeles. He also serves as the co-chair for membership committee for CAI Coachella Valley chapter. His involvement in the legislative action committee for CAI as a delegate for CAI’s California Legislative Action Committee (CLAC) earned him Emeritus status for CLAC. 

Mr. Roseman has received numerous awards during his career. A few of those awards include “Speaker of the Year” Awards from various organizations both. In 2016, Mr. Roseman was the recipient of the “William S. Dunlevy” Award for his article published in the CAI Channels of Communication, and the 2013 “Speaker of the Award” by the CAI-Channel Islands Chapter. Mr. Roseman has been nominated consecutively since 2014 to present as “Speaker of the Year” by the CAI-Orange County Chapter and in 2016 was selected as “Speaker of the Year” by CAI-

National submitted by the Greater Los Angeles Chapter In 2021, he also received an “Excellence in Community Associations Leadership Award from CAI for his significant contribution to the industry. In 2024, Mr. Roseman was the recipient of the CACM Educational Excellence Vision Award for his exceptional commitment to providing outstanding educational opportunitiesto the members and managers of CACM. In 2023, he spoke at a national level at the Clio-Con conference in Nashville, Tennessee, speaking on “growth management” and transitioning businesses, both technologically and culturally to the new world of virtual and hybrid working environments. Mr. Roseman has also been retained on a number of occasions as an expert witness on behalf of Board of Directors and Owners concerning matters pertaining to fiduciary duty obligations and responsibilities of Board members, as well as legal issues pertaining to Common Interest Developments, and has testified in depositions, as well as judge and jury trials as an expert witness.

Mr. Roseman has been selected each year since 2015 as a California “Super Lawyer”. Super Lawyer is a rating for outstanding lawyers, selected by their peers for professional achievement, and less than 5% of attorneys achieve this recognition.

Mr. Roseman served on the Board of Directors of the Juvenile Diabetes Research Foundation (JDRF), an organization striving to find a cure for children and adults suffering from Type 1 diabetes. In addition to other sports activities, Mr. Roseman is an avid runner, tennis player, and “Tough Mudder” competitor and participated in the annual “Mudd Run” runs at Camp Pendleton together with the marines and other members of Roseman Law, APC, benefitting the Armed Forces Services and Wounded Warrior Project. He has completed a number of half-marathon Races.

Admissions:

State Bar of California, 1992

State Bar of Nevada, 2001

Temi Siyanbade is an attorney, speaker, entrepreneur, and author of the upcoming book Show Don’t Tell: How Lawyers Can Use Video to Stand Out, Create More Value, and Revolutionize Their Firms (Early 2025). 

As the principal attorney of her boutique Houston-based law firm, the Founder of Elevated Esquire, a coaching and branding consultancy, and the host of multiple video podcasts, including The Elevated Esquire and ASK TEMI LIVE!, Temi’s work focuses on strategically positioning businesses for long-term success, meaningful impact, and innovative business development. 

Temi empowers CEOs, founders, and legal professionals to challenge mindsets and rethink business leadership in today’s ever-changing global economy using compelling stories and actionable frameworks. Temi is passionate about inspiring lifelong learning and combating socioeconomic disparities in minority communities. 

When Temi is not helping people build successful businesses or exploring the latest legal tech and video tools, she is listening to music, trying out new restaurants, reading leadership books, and spending time with family and friends.

The legal industry’s life coach. Olivia helps attorneys live lives with less stress and far more fulfillment by teaching them the essential skills they need to thrive personally and professionally. Olivia is the host of The Less Stressed Lawyer Podcast and co-author of #Networked.

Stanley Tate is a distinguished attorney specializing solely in student loan law, a niche where few venture. His unparalleled expertise encompasses the intricate process of discharging student loans in bankruptcy. Known for his practical and accessible guidance, Stanley has become an indispensable resource for borrowers of diverse backgrounds.

Stanley’s prowess has caught the attention of top-tier media including The New York Times, The Wall Street Journal, and The Washington Post. He’s also a Missouri Super Lawyer “Rising Star” multiple times over.

As a trusted speaker, he delves into higher education financing and legal automation for his peers. His academic roots trace back to Southern Illinois University Carbondale for undergraduate studies, followed by a law degree from Thurgood Marshall School of Law with honors. His pedigree also includes federal clerkships in Texas and Missouri.

Attorney, author, and entrepreneur, David Crum is the CEO of US Legal Groups, one of the nation’s largest family firms and Cardinal Concepts, a marketing and consulting agency for law firms leveraging the same principles and strategies that has grown David’s practice to $20,000,000.

Ryan Stygar is a former California firefighter who changed careers to become one of the most influential worker’s rights advocates in the country. He is a podcaster, social media personality, author, and the CEO of Centurion Trial Attorneys, APC, a plaintiffs’ employment law firm focused on wage & hour, wrongful termination, sexual harassment, discrimination, PAGA, and class action claims. As a former blue collar worker and first responder, Ryan has a sincere appreciation for issues affecting working class people.

Ryan has gained millions of followers across his social media platforms, where he is known as “Attorney Ryan.” His podcast, Working Class with Attorney Ryan attracts thousands of listeners every month. Ryan’s advocacy has been featured in major media platforms, including the New York Times, Huffpost, NPR, local news media, two appearances on the Dr. Phil Show. 

Ryan has developed a formula for building an active online community, which he uses to bring hundreds of qualified leads into his practice every week which he shares with other attorneys.

When he is not practicing law or producing content for social media, Ryan enjoys adventure sports, paintball, weight training, and ice hockey.

Eda Rosa, founder of Eda Rosa LLC, boasts over two decades of expertise in efficient caseload management, legal education, and client relations. With a background as a Florida paralegal for 15 years, she established her venture in 2017. Eda, is the host of Let’s Talk Paralegal podcast and author.

Beau founded Evolve Family Law, an innovative law office built on core values and leveraging cutting-edge technology to offer unique flat-fee services, moving away from the traditional billable hour, with payment plans to increase accessibility.

Ruby L. Powers, a Board-certified immigration attorney and founder of Powers Law Group, P.C., brings over 15 years of expertise to law practice management for small businesses. Ruby’s dedication to excellence led her to author AILA’s renowned book, “Build and Manage Your Successful Immigration Law Practice (Without Losing Your Mind),” offering invaluable insights for legal professionals. Scheduled for release in summer 2024, her upcoming book, “Power Up Your Practice,” promises further guidance for navigating the intricacies of running a successful law firm.

Through Powers Strategy Group, LLC, Ruby offers strategic consulting services aimed at optimizing operations, enhancing client relations, and ensuring overall firm success. Complementing her consultancy work, Ruby hosts the informative podcast “Power Up Your Practice,” launched in 2023, where she shares practical tips and strategies for thriving in the legal industry.
Ruby’s contributions to the legal community extend beyond her practice and teaching roles. She actively serves on various legal committees and acts as a consulting attorney for the Mexican Consulate in Houston, further solidifying her reputation as a trusted authority in immigration law and law practice management. Her advocacy efforts have not gone unnoticed, earning her the prestigious Houston Rising Star award in 2022 from Texas Democratic Women. With a steadfast commitment to excellence and empowerment, Ruby continues to inspire and guide legal professionals towards success in their practices and businesses.

Callie Brinson is a Paralegal with Buxton & Collie, LLC, in Charleston, South Carolina for the last 9 years. Buxton & Collie is a boutique law firm providing large-firm capabilities with small-firm service to all its clients. She works with the business law attorneys on private equity transactions, corporate formations, professional practice transitions, and mergers and acquisitions. She is adept at leveraging new and changing technology. Mrs. Brinson is recognized for optimizing processes, leading the integration of digital tools and technologies in the office. She is a graduate of University of South Carolina and received her Paralegal Certificate at Midlands Technical College.

Jacob Stacy is the Data & Reporting Analyst at Medina McKelvey LLP, where he leverages data to help inform business decisions and provide greater clarity. He has been at the forefront of every step of MM’s journey with Clio and continues to lead the firm’s use and implementation of it.

Bilingual law clerk wanting to share experiences and help others streamline work!

Shari Borek is the President of Borek Consulting Group, a firm that specializes in providing legal technology consulting to small and mid-size law firms. Her teaching philosophy is “We make it so easy you wonder why you needed us!” – and enjoys making technology accessible to all staff.

Mechelle is a former United States Navy Veteran and Global Strategic Sourcing Manager with a unique perspective on legal issues. Her background in lean manufacturing and practical process improvement allows her to navigate complex legal issues in family law, mediation, and law firm consulting.

Erin is a lifelong advocate of improving access to justice. She has built her practice around authentic and affordable legal services and primarily works with refugees and those in immigration detention. She co-hosted a podcast called Off the Tracks to explore how law can be practiced differently.

As a US patent attorney and Founder of Torrey Pines Law Group, Kevin Buckley has 20 years of experience with successfully commercializing technologies within the life sciences and healthcare industries, and specifically with biotechnology, pharmaceutical, medical device, digital health, in vitro diagnostics, AgTech, software, robotics, telemedicine, and artificial intelligence (AI) technologies. Most of his clients develop AI-implemented technologies which blend a few of the foregoing. Kevin’s team of 20 world-class lawyers and regulatory advisors integrate intellectual property, FDA regulatory, and international transactional legal strategies to help our clients bring lifesaving, enduring, and commercially valuable technologies to market. Each practitioner is fluent in the languages of law, business, and science, and the firm believes that the highly-trained translation between those fields leads to its ability to successfully secure, build and defend client innovations, workflows, pipelines, and markets worldwide.

Kevin is a former BigLaw attorney (Dentons), Chief Legal Officer with a large non-profit research foundation (UCFRF), and he has held fractional executive positions in two pharmaceutical companies and two AI-enabled digital health companies (breast cancer prediction and precision medicine related to cancer drug combinations). Prior to becoming an attorney, Kevin was a biochemist at UC San Diego and the Pittsburgh Cancer Institute studying Immuno-Oncology therapeutics and bioinformatics systems. Over 20 years, he has helped clients launch their products in highly regulated international markets, close deals worth over $1 billion, prevail in federal court litigation, and obtain hundreds of international patents.

Del Friday is the founder of a tiny law firm you have never heard of that is located in a suburb of Vancouver that you will never visit. She is well-known for her laugh, enthusiasm, and ability to make even a rock talk.

Dr. Dayna Lee-Baggley is a Registered Psychologist with two decades of professional experience in clinical psychology, health psychology, and organizational psychology. She has extensive applied experience and research knowledge on burnout, psychological safety in the workplace, behaviour and organizational change, and wellness leadership. She is an internationally recognized expert in behavior change. She conducts innovative research at Dalhousie and Saint Mary’s University, with a distinguished track record of 55 peer-reviewed publications and over 140 scholarly presentations. She is the author of “Healthy Habits Suck: How to get off the couch and live a healthy life even if you don’t want to” and is the Co-founder and Chief Scientific Officer of ImpACTme, an innovative app tackling workplace wellness through science.

https://twitter.com/DrLeeBaggley

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https://www.linkedin.com/in/drdayna/

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Damien Riehl is a lawyer and technologist with experience in complex litigation, digital forensics, and software development. A lawyer since 2002 and coder since 1985, Damien clerked for the chief judges of state and federal courts, practiced in complex litigation for over a decade, has led teams of cybersecurity and world-spanning digital forensics investigations, and has built AI-backed legal software.

Co-Chair of the Minnesota Governor’s Council on Connected and Automated Vehicles, he is helping recommend changes to Minnesota statutes, rules, and policies — all related to connected and autonomous vehicles. Damien is Chair of the Minnesota State Bar Association’s working group on AI and the Unauthorized Practice of Law (UPL) plus Access to Justice (A2J).

At SALI, the legal data standard he helps lead, Damien develops and has greatly expanded the taxonomy of over 17,000 legal tags that matter, helping the legal industry’s development of Generative AI, analytics, and interoperability.

At vLex Group — which includes Fastcase, NextChapter, and Docket Alarm — Damien helps lead the design, development, and expansion of various products, integrating AI-backed technologies (e.g., GPT) into a billion-document dataset from 100+ countries, all to improve legal workflows.

“This guy [Damien] rocks!” – Elon Musk

Allison C. Williams, a Fellow of the American Academy of Matrimonial Lawyers, is Founder of Williams Law Group, a family law firm in northern New Jersey and Law Firm Mentor, a business coaching service helping Law Firm Owners to crush chaos in business and make more money.

Heidi M. Eglash is an attorney and owner of Eglash Law Office, LLC in La Crosse, Wisconsin. After graduating with degrees in International Business and German from St. Norbert College and in law from Tulane University Law School, Heidi has dedicated her professional practice to helping clients in a wide variety of life circumstances create and maintain their estate plans. She offers service and support to individuals and families who wish to be informed and intentional about their estate planning and who recognize the value of estate planning as a lifetime habit, rather than a one-time event.

Heidi is also actively involved in La Crosse and statewide as a volunteer for organizations including the YWCA La Crosse, Legal Action of Wisconsin, Verve, A Credit Union, and others. Heidi serves as a community representative on the Board of Directors for Quartz and its related insurance plan companies.

Mark Khazanovich is the Director of Operations at KORE Accounting Solutions, a future-focused bookkeeping and management accounting firm specializing in providing attorneys and legal professionals with the data and insights they need to stay compliant and run profitable law firms.

Driven by her curiosity to find a way to say Yes!, Peggy has become one of the leading experts in legal bookkeeping & Clio consultation. Peggy was an early adopter of Clio and one of the first Clio Certified Consultants. Now Peggy and the team at CPN Legal help over 300 law firms success in business

Angela Hayden has been practicing for 25 years – many of those years as a solo. She is an admitted “non-techy” person who has fully embraced the benefits practice management systems bring to solos – especially automating intakes, client education, and document generation. She is also an ICF certified life coach, certified Clio Partner, tennis addict, and firewalk instructor. She splits her time between estate planning and helping other solos automate their law practices so they can have a more fulfilling life both in and out of the office.

Brodie Cahill is the Director, Product Management for Mid-Market at Clio leading the research, design and product roadmap for large law firms. Prior to joining Clio, Brodie has lead multiple product leadership roles across B2B and B2C technology services such as Bell Canada, Sirius XM Radio, Rakuten and Voices.com. Brodie takes pride in developing a deep understanding of customer pain points, leveraging a mix of data and direct feedback from customers to ensure the right solutions are built at the right time.Brodie has over 18 years experience in product management, is Pragmatic Institute certified and holds his Honours Bachelor of Business Administration from Wilfrid Laurier University

Alex is the Vice President of Growth Marketing at Clio. Alex has 15 years of experience driving growth at fast-paced startups, scaleups, and non-profits. Since joining Clio, Alex has built out a high-performing global growth function and played a key role in accelerating Clio’s customer acquisition strategy. A Vancouver native, Alex now lives in Toronto with his wife and young daughters.

Jenny is the Senior Vice President of Global Sales at Clio. With more than a decade of B2B tech sales leadership experience, Jenny is known for creating an electric team culture across global workforces and driving transformative strategies centred around customer success. At Clio, Jenny is focusing on revenue growth by increasing market share, driving new and existing customer growth, and scaling its world-class Sales team. As a member of Chief—a private membership network focused on connecting and supporting women executive leaders—Jenny is a champion for elevating women in tech leadership, and brings this same passion to life outside of her work. When she’s not trekking outdoors with her kids or cheering on the Georgia Bulldogs (go Dawgs!), you’ll likely find Jenny soaring at 30,000 ft to her next travel destination.

Nick serves as the Senior Vice President of Customer Success at Clio, where he oversees all Post Sales functions, including onboarding, migrations, support, customer success, customer education, and professional services. Nick is instrumental in driving Clio’s commitment to delivering world-class customer experiences, helping customers expand and grow their practices while leveraging Clio’s comprehensive suite of tools, products, and features.

Before joining Clio, Nick led Customer Success at ServiceTitan, where he scaled a world-class vertical software organization during a period of high growth. His extensive career includes leadership roles at Cornerstone, which included BizOps, IT, and Professional Services, as well McKinsey & Company, where he was a leader in Operations and Customer Experience practices.

Nick is recognized as one of the Top 50 CX Innovators by Replicant and serves on the Gainsight Digital Advisory Board. In his spare time, Nick enjoys playing tennis and cooking with his family.

From managing a non-profit law firm to consulting with law firms across North America, Kate has 5+ years of experience identifying inefficiencies and addressing pain points within the law firm landscape by leveraging practice management software. As an Affinity Partnerships Manager at Clio, Kate leverages her background to build strategic alliances and collaborations that strive to transform the legal

As a seasoned marketing professional with a proven track record, Miquela Anzulovich has consistently driven business growth through innovative marketing strategies and dynamic leadership. Having supported the growth of businesses across the tech startup industry, education, and legal tech, Miquela possesses a deep understanding of market dynamics and consumer behavior. Her strategic prowess lies in identifying untapped opportunities, driving results with a limited budget, and being data-driven. As an Affinity Partnership Manager at Clio, Miquela works with bar associations and other legal organizations to equip lawyers with the tools they need to thrive in their practices. Miquela is passionate about sharing her expertise through mentorship and speaking engagements. She is a big believer in providing legal professionals with practical skills to improve their day-to-day operations and streamline their law firms. Connect with Miquela on LinkedIn to explore her journey and discuss collaborative opportunities.

Jesse Harink leads our Internal Events function at Clio, helping to build our culture and infuse fun and celebration across the company. Working within our People function since 2017, Jesse is deeply committed to developing and enhancing employee experience and helping build meaningful connections through international gatherings. At Clio Con, Jesse helps to set the stage for what to expect, a conference like no other, inviting all attendees to show up authentically and build the incredible community of Clio users.

Nav is Clio’s Director of Financial Planning and Analysis and has been with Clio for more than 5 years. Nav and her team are responsible for all financial planning and budgeting at Clio and work very closely with each department to ensure the company’s mission and vision are aligned with each departments strategic plans and financial goals. Nav lives in Vancouver and enjoys walks along the seawall and indulging in Vancouver’s incredible food scene!

Niamh is VP of Legal at Clio. An energetic business partner with over 20 years’ experience gained in private practice and in-house in Canada, the US and Europe, Niamh provides a full-service legal practice with a focus on technology and intellectual property law, corporate finance, employment and commercial matters. She has a broad range of competencies developed through involvement in high level complex commercial transactions, legal operations with significant experience in advising clients working in the tech sector.

Marina Harris is Clio’s Chief People Officer, and the driving force behind Clio’s human and high performing culture. She spearheads the company’s award winning People function, including HR strategy and organizational development.

With more than 25+ years of experience scaling some of the world’s most successful companies, Marina implements proactive strategies and operating practices that position Clio to thrive and grow in alignment with its mission and values. She orchestrates talent acquisition, HR business partners, employee engagement, systems optimization, analytics, comprehensive total rewards programs, DE&I, and learning and development.

Before her tenure at Clio, Marina held the position of Chief People Officer at Wealthsimple, where she played a pivotal role in steering the company through a period of exponential growth. Under her leadership, the company’s workforce nearly doubled for three consecutive years. Marina’s commitment to diversity and inclusion saw significant progress across all levels of the organization during her tenure.

Marina’s career also includes Director of HR Business Partners at Netflix, Head of HR at Samsung’s Global Innovation Center, and leadership positions at Cisco Systems. Her leadership journey has been marked by the pursuit of excellence in enhancing employee experiences and fostering dynamic company cultures.

Lisa Del Real is Clio’s VP of Channel Partnerships, and a distinguished leader in IT and communications indirect sales. She oversees Clio’s global channel program with a focus on growth and international expansion. Prior to Clio, Lisa solidified her leadership in the channel, serving as 8×8’s Global Channel Chief, and as the VP of Strategic Partnerships at RingCentral. She has been recognized as one of CRN‘s “Most Powerful Women Of The Channel 2021: Power 100”, a Channel Futures Circle of Excellence winner, and was named a 2023 Channel Influencer Award winner by Channel Futures. Outside of work, Lisa follows Formula 1, and loves to explore different cuisines in her travels.

Chris Stock serves as the VP of Legal Content and Migrations at Clio, where he spearheads  Clio Draft, E-Filing, Calendar Rules, and Data Migrations. Leveraging over two decades of experience in the legal and legal technology sectors, Chris plays a pivotal role in driving the company’s growth and innovation. His extensive background encompasses mergers and acquisitions, as well as international business expansion, allowing him to conceptualize and implement strategic initiatives that positively impact the organization. Chris’s journey at Clio began in 2023, following a series of successful Executive tenures within the Legaltech space and his role as a Strategic Advisor.

In addition to his professional achievements, Chris is deeply committed to criminal justice reform. His passion for making a difference extends beyond his career, as in his spare time, Chris serves as the Chairperson of A Second U Foundation, an organization dedicated to reducing recidivism by fostering financial independence for returning citizens. When he’s not working or advocating for reform, you can find Chris cheering on the Knicks at Madison Square Garden.

Alex is the Vice President, Corporate Controller at Clio. As a CPA and former financial auditor, Alex and his wealth of experience have played a significant role in Clio’s Series D and E Financing, Calendarrules and Lawyaw acquisitions, post-acquisition integrations, and the implementation of a new accounting system. In his spare time, you’ll likely find Alex re-reading the Lord of the Rings trilogy, supporting his local Vancouver Whitecaps soccer team, or brewing beer with his Dad.

Scott Kramer brings over 20 years of experience protecting organizations and their customers in the Energy, Financial, Manufacturing, Communications and Government Services sectors. At Clio, Scott is the Director of Information Security responsible for building a world class security team and overseeing the implementation of solutions to position Clio as a leader in data privacy and protection across cloud software providers and the legal industry as a whole.

Meggie Javid is the Vice President of Business Operations at Clio. Meggie has over 15+ years of experience in high growth, fast-paced companies in operations, strategy, mergers & acquisitions, and IPO readiness across various industries, markets, and roles. Meggie has also worked in Child, Family and Youth Criminal Court. Meggie lives in Vancouver, British Columbia with her husband and three children.

Katie has been with Clio since January 2022 and has been in HR for over 8 years with all of those years being in the SaaS industry. She began her career in Sales but after becoming a certified coach, transitioned onto the People side. She is a Senior People Business Partner and works most closely with the leaders in the Sales, Business Development, Financial Services and RevOps teams.

Meet Say (pronounced like “sigh”), a stargazing Product Manager, guiding the software teams for Clio Grow. By day, he navigates the ever-expanding universe of legal software; by night, he immerses himself in the awe-inspiring mysteries of the cosmos, constantly seeking new celestial inspirations.Equipped with a wealth of knowledge on optimizing intake processes and boosting demand for legal services, Say invites you to join him as he unveils the hidden secrets that will launch your firm into the orbit.

Teresa Matich is a Manager of Content Strategy at Clio. With over half a decade writing about the business of law and legal tech, she has edited and been a long time writer for the award-winning Clio Blog, where she’s written dozens of articles about law firm marketing, billing, organization, and more. In addition, she has written for publications such as GP Solo, Legal Technology Today, and Above the Law. Finally, she’s interviewed dozens of practicing lawyers and leading legal industry thinkers, including Preet Bharara and Bryan Stevenson.

Stevie Nguyen is the Product Design Manager for the Financial Performance Portfolio at Clio–their talented team of designers are responsible for the ease of use and look and feel of all the features that help Clio’s customers get paid. Stevie has been building design community and digital experiences for over 10 years, and is passionate about helping customers achieve their goals to acquire more freedom in their lives.

Since joining Clio in 2022, Siobhan has brought a number of features to market that contribute to a more flexible and robust billing product that meets the needs of Clio customers. Throughout her career as a Product Manager, Siobhan has always endeavoured to act as an advocate for her customers. She does this by reviewing and prioritizing feature requests, chatting with customers about gaps in their workflow, and facilitating a more efficient billing process for both customers and their clients.

Sheena da Ponte is a seasoned Customer Support Senior Manager who has been at Team Clio for 5 years. She excels in delivering exceptional customer experiences through dynamic people-centric leadership. With previous experience in training & professional development, she is known for her ability to foster high-performing teams and cultivate a positive and inspiring work environment.

Samir is a Senior Product Manager at Clio, where he works on the mobile apps, client portal, and Communications. Now in his second tenure at Clio, this is the fourth Clio Con he’ll be attending!

Omar Robinson is a Training Consultant on Clio’s Professional Services team, he brings a wealth of experience managing and building relationships with customers. Omar’s creative thinking, professionalism and skilled account management sets his customers up for long term success.

Mike is a Senior Custom Onboarding Specialist, dealing exclusively with Mid-to-Large Firms. He is passionate about the legal industry and with nearly a decade of experience, he is able to distill complex ideas into actionable paths forward. This year is Mike’s third ClioCon having been a speaker in Nashville at ClioCon 2022 and 2023.

Meghan is the Senior Product Marketing Manager for Clio’s Payments and Accounting solutions. After earning her MBA in 2019 with a focus on entrepreneurship, Meghan developed a deep passion for harnessing technology to improve a business’ operations and client experience. Since joining Clio in 2021, Meghan has brought numerous new features to market that ultimately help law firms get paid and manage money.

As the Senior Manager, Global Social Purpose at Clio, Maya Toussaint helps advance Clio’s social justice mission to “transform the legal experience for all” through Diversity, Equity, Inclusion and Belonging programming and various giving (product, time, donations) efforts. Maya is a bilingual Montrealer, who has spoken at large events and conferences hosted by companies such as LinkedIn, Shopify and Amazon and regularly facilitates education sessions around Diversity, Equity and Inclusion and Inclusive Recruitment Strategies for global organizations. A self described nerdy-extrovert, Maya brings a sense of humour, empathy, and real-world context to discussions and loves to spark up conversations with strangers about vinyl records, wine and the importance of hydrating.

Mackenzie is a legal technology speaker, who as the Senior Manager of Product Marketing, works closely with customers to understand their technology needs. Mackenzie has over eight years of experience in product marketing for various software products, and four years of experience in the legal tech industry. With her experience in legal tech, Mackenzie understands the challenges facing many law firms today and uses her expertise to help them simplify their processes and get more time back in their day.

Lillian is an experienced product manager with a background in various industries, including payments, fintech, finance, and healthcare. As a Staff Product Manager at Clio, she focuses on addressing customer needs to enhance financial processes and workflows for legal professionals. Lillian is based out in beautiful Vancouver, BC. She is very excited to meet everyone at ClioCon.

Kerry O’Brien (Sr. Manager, Learning & Development) is a world-travelled facilitator and leadership expert. Outside of his duties at Clio, he’s an in-demand speaker and guest, often speaking on the realities of leadership in a post-COVID world and how to build impactful teams.

Kenneth Barker is a dedicated onboarding specialist at Clio, where he began his journey two years ago in customer support before transitioning into the Onboarding role. With a deep-rooted passion for assisting and empowering legal teams, Kenneth thrives on facilitating their success within Clio. His commitment to understanding client needs and aligning them with Clio’s solutions ensures seamless transitions and optimal utilization of the platform, ultimately enhancing their client’s service and satisfaction.

Kate Rattray is a writer, editor, and non-practicing lawyer. She is a prolific writer on topics important to lawyers wanting to run their firms better, and on current events in the legal industry. After beginning her career as a litigator focused on insurance defense, Kate found that her passion was in harnessing her writing skills to help other lawyers succeed in their careers. She took a role as a legal editor at the Continuing Legal Education Society of BC, and picked up freelance clients on the side, writing expertly crafted articles about topics relevant to the legal profession.

When Kate joined Clio, she quickly became a go-to person, not only for her legal perspective, but for her sharp editing skills and ability to clarify the heart of the topic. Kate has written about everything from legal software, to law school requirements, to the latest trends affecting the legal industry such as ChatGPT and AI more generally. When Kate writes an article, you won’t want to miss it!

Joe is an attorney admitted to practice law in the state of Minnesota. Joe is on the legal content team at Clio Draft, and works with legal practitioners to improve their workflows and processes. Joe has spent the past decade in Legal Tech, focusing on technologies including document automation.

Jessica Ryker is the Director of Revenue Enablement at Clio with years of experience optimizing revenue strategies and empowering sales and customer success teams. As a former attorney, she understands the challenges and opportunities that law firms face, allowing her to bring the right context and enablement to Clio’s customer-facing teams.

Currently working as an intermediate onboarding specialist for Clio, Donnalee Davidson is a graduate from the University of British Columbia and her accolades include Wine and spirits education level 3 certification, small business ownership and a performance history in dance and circus arts. While her work history is as varied as it sounds in these first few sentences there has been a common thread within her cv: education. All of her roles have put her in the position of mentor, instructor, guide or coach.

Devon is a Product Design Manager at Clio. He oversees a team of designers that are continually improving the core Clio Manage experience for Matters, Contacts, Scheduling, Tasks, Personal Injury and our integrations with Google, Microsoft and more. It’s his priority to ensure we’re doing our best to understand how you like to work so we can build the best product and features for you.

Cory Bates-Rogers is an Arkansas attorney turned law firm efficiency enthusiast. Cory works on the Clio Draft team where he uses his knowledge of practicing law and expertise in legal technology to help firms become more efficient and automated. From strategizing data and case workflows to building personalized templates for customers, Cory has helped hundreds of attorneys and law firms save time through legal technology.

Chelsea is a Customer Success Manager at Clio with a passion for empowering law firms through exceptional service, and innovative solutions. Working hard to understand client needs, she orchestrates tailored strategies that drive customer satisfaction and product adoption, ensuring optimal utilization of the platform. Chelsea’s dedication to delivering exceptional customer experiences shows her commitment to the success of Clio’s customers.

Arman Ghanbari brings a wealth of experience to his role as a product manager at Clio. With a background in both corporate and startup environments, Arman has honed his skills in navigating the complexities of the payments industry. His entrepreneurial journey as a FinTech startup founder has equipped him with a unique perspective and a deep understanding of the challenges and opportunities in the fintech landscape. At Clio, Arman leverages his diverse expertise to drive innovative solutions and deliver exceptional value to customers.

Erin Walker is the Director of Strategy and Enablement at Clio, and has been working in digital communications since Netscape Navigator was a viable web browser. She has extensive experience operationalizing technology to achieve business goals, and she’s “practically obsessed” with AI, hosting Clio’s international and highly successful AI webinar series and speaking with lawyers around the world on how to get familiar with and implement AI in their practices. She is passionate about using technology to solve problems and make the world a better place.

Adam Olgui is a Customer Success Manager at Clio with over 4 years of account and relationship management experience. He is passionate about making a positive impact with his work, leveraging data to drive decisions, and, ultimately, helping customers achieve their goals. Outside of work, Adam is also a musician and performing artist.

Katie Koleszar is the Senior Director, Employee Success with Clio. She has been with Clio 4 years and this will be her 5th Clio Con. Katie is obsessed with both Clio Customers and her customers – Clions. She believes if we design and build a workplace where employees succeed, they will ensure our customers succeed. Period. She is an ambassador for Human AND High Performing culture, and leads her teams and the organization to build a workplace that employees thrive in their own way. When employees feel like they can do their best work, their impact is positive and accelerated.

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Joshua Lenon is Clio’s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua has worked extensively to educate lawyers on how technology can enhance their practices, while also teaching tech companies about the unique needs of legal professionals and organizations.

Jonathan is the Chief Technology Officer at Clio. With over 20 years of leadership experience in large scale SaaS and live gaming solutions, Jonathan’s unique approach and passion for intertwining product development, design, user experience, and engineering has accelerated Clio’s product growth while earning Clio best-in-class NPS and customer retention rates. Outside of the office, he’s an endless tinkerer who is always exploring creative pursuits including 3D printing, cooking, and making his daughter laugh.

Nefra MacDonald is a legal technology and wellness speaker who, as the Senior Manager of Strategic Engagement at Clio, works with bar associations and other legal organizations to help lawyers succeed in their practices. With over a decade of experience in the legal industry, Nefra understands the pain points that affect law firms, and she uses her expertise to help lawyers streamline processes and run a better business. Nefra is passionate about bringing a practical lens to each one of her presentations, so each attendee leaves with a takeaway that can improve their day-to-day. She has been a speaker at the Clio Cloud Conference, ABA TECHSHOW, and many other legal conferences across North America.