Our 2019 speakers

We bring only the top speakers to the Clio Cloud Conference, from the legal and technology industries, and beyond! Here are the industry leaders who are taking the 2019 conference stage.

2019 Keynote speakers


Daniel Pink

#1 New York Times Bestselling Author of "To Sell is Human", "A Whole New Mind" & "Drive"

Glenn Greenwald

Pulitzer-Prize Winning Journalist, Former Constitutional Lawyer, Commentator & Best-Selling Author

Shaka Senghor​

President/Creative Director of Shaka Senghor, Inc.

Deanna Van Buren

Design Director & Co-Founder of Designing Justice + Designing Spaces

Jack Newton

CEO & Co-Founder at Clio

Keynote presenter

Daniel Pink

#1 New York Times Bestselling Author of "To Sell is Human", "A Whole New Mind" & "Drive"


About

Daniel Pink is one of the best-selling nonfiction authors of the last decade. His books on work, business, and behavior have won multiple awards, been translated into 39 languages, and have sold more than 3 million copies worldwide.

 

His books include:

 

When: The Scientific Secrets of Perfect Timing. A New York Times, Wall Street Journal, and Washington Post bestseller. Named Amazon’s Best Business Book of 2018.

 

To Sell is Human: The Surprising Truth About Moving Others. A #1 best seller on The New York Times, The Wall Street Journal, and The Washington Post lists and winner of the American Marketing Association’s Berry Book Prize for the year’s best book on marketing.

 

Drive: The Surprising Truth About What Motivates Us. #1 New York Times best seller. 159 weeks on the New York Times best seller lists. National bestseller in Japan and the UK.

 

A Whole New Mind: Why Right-Brainers Will Rule the Future. 96 weeks on the New York Times best seller lists. Freshman Read at several US colleges and universities. In 2008, Oprah Winfrey gave away 4,500 copies of the book to Stanford University’s graduating class when she was the school’s commencement speaker.

 

The Adventures of Johnny Bunko: The Last Career Guide You’ll Ever Need. The first American business book in the Japanese comic format known as manga and the only graphic novel to appear on the BusinessWeek best seller list. Named an American Library Association best graphic novel for teens.

 

Free Agent Nation: The Future of Working for Yourself. Washington Post best seller. Named by the U.S. Department of Labor as one a Book That Shaped Work in America over the last 100 years.

 

Pink was host and co-executive producer of Crowd Control, a National Geographic Television series on behavioral science. He also appears frequently on NPR, PBS, and other TV and radio networks in the US and abroad.

 

He has been a contributing editor at Fast Company and Wired as well as a business columnist for The Sunday Telegraph. His articles and essays have also appeared in The New York Times, Harvard Business Review, The New Republic, and other publications. In 2007, he was a Japan Society Media fellow in Tokyo, where he studied the country’s massive comic industry.

 

For the last six years, London-based Thinkers50 has named him one of the top 15 business thinkers in the world.

 

His TED Talk on the science of motivation is one of the 10 most-watched TED Talks of all time, with more than 22 million views. His RSA Animate video about the ideas in his book, Drive, has collected more than 17 million views.

 

Before venturing out on his own 20 years ago, Pink worked in several positions in politics and government, including serving from 1995 to 1997 as chief speechwriter to Vice President Al Gore.

 

He received a Bachelor of Arts degree from Northwestern University, where he was a Truman Scholar and was elected to Phi Beta Kappa, and Juris Doctor degree from Yale Law School. He has also received honorary degrees from several colleges and universities, including Georgetown University and the Pratt Institute. Pink and his wife live in Washington, DC. They have three children—a college senior, a college sophomore, and a 10th grader.

 

Don’t miss this exciting opportunity to see Daniel speak on stage at this year’s Clio Cloud Conference.

Glen Greenwald

Keynote presenter

Glenn Greenwald

Pulitzer-Prize Winning Journalist, Former Constitutional Lawyer, Commentator & Best-Selling Author


About

Glenn Greenwald is a former constitutional lawyer, a Pulitzer-Prize winning journalist, and the author of several bestsellers, including With Liberty and Justice for Some (2011) and No Place to Hide: Edward Snowden, the NSA, and the U.S. Surveillance State (2014). Acclaimed as one of the 25 most influential political commentators by The Atlantic, one of America’s top 10 opinion writers by Newsweek, and one of the Top 100 Global Thinkers for 2013 by Foreign Policy, Greenwald is a former constitutional and civil rights litigator. He was a columnist for The Guardian until October 2013 and is now a founding editor of The Intercept. He is a frequent guest on CNN, MSNBC, FOX and various other television and radio outlets. He has won numerous awards for his NSA reporting, including the 2013 Polk Award for national security reporting, the top 2013 investigative journalism award from the Online News Association, the Esso Award for Excellence in Reporting (the Brazilian equivalent of the Pulitzer Prize), and the 2013 Pioneer Award from Electronic Frontier Foundation. He also received the first annual I. F. Stone Award for Independent Journalism in 2009 and a 2010 Online Journalism Award for his investigative work on the arrest and detention of Chelsea Manning. In 2013, Greenwald led the Guardian reporting that was awarded the Pulitzer Prize for public service, and his work was featured in the 2014 film Citizenfour, which won the Academy Award for Best Documentary.

Keynote presenter

Shaka Senghor​

President/Creative Director of Shaka Senghor, Inc.


About

Shaka Senghor​ is the President/Creative Director of Shaka Senghor, Inc. His memoir, Writing My Wrongs: Life, Death and Redemption in an American Prison, debuted on The New York Times and The Washington Post Best Seller Lists.

Shaka is a former MIT Media Lab Director’s Fellow, and a former Fellow in the inaugural class of the W.K. Kellogg Foundation’s Community Leadership Network. His 2014 TED Talk was featured in their “Year in Ideas” roundup and has over 1.5 million views.

Shaka is the recipient of numerous awards, including the 2012 Black Male Engagement (BMe) Leadership Award, the 2015 Manchester University Innovator of the Year Award, the 2016 FORD Man of Courage Award, and the 2016 NAACP Great Expectations Award. He was recently recognized by OWN (the Oprah Winfrey Network) as a “Soul Igniter” in the inaugural class of the SuperSoul 100, a dynamic group of trailblazers whose vision and life’s work are bringing a higher level of consciousness to the world around them and encouraging others to do the same. Shaka is a 2016 Ebony Magazine Power 100 Honoree. He has taught at the University of Michigan and shares his story of redemption around the world.

Today, Shaka’s priority is shifting societal narratives by creating content with deep social impact and high entertainment value.

Keynote presenter

Deanna Van Buren

Design Director & Co-Founder of Designing Justice + Designing Spaces


About

Deanna Van Buren is the design director and co-founder of Designing Justice + Designing Spaces (DJDS), an architecture and real estate development non-profit working to end mass incarceration by building infrastructure that attacks its root causes: poverty, racism, unequal access to resources, and the criminal justice system itself.

Unlike the traditional adversarial and punitive architecture of justice—courthouses, prisons and jails—the Oakland-based DJDS creates spaces and buildings for restorative justice, rehabilitation and community building. Examples include restorative justice centers, which bring offenders and victims together to repair the relationship breach caused by a crime and build pathways to reconciliation; mobile resource centers, which deliver economic, educational, and social resources to under-resourced communities; and re-entry housing for people coming out of incarceration.

Van Buren’s most notable projects include: the Near Westside Peacemaking Center in Syracuse, New York; Restore Oakland (opened July 2019), a multi-use hub for restorative justice and workforce development in East Oakland, created in collaboration with the Ella Baker Center for Human Rights and Restaurant Opportunities Centers United (ROC United); Pop-Up Village, a mobile event that brings a constellation of resources to under-resourced communities; and The Women’s Mobile Refuge Center, a mobile overnight space for women who have recently been released from incarceration or are seeking refuge from human trafficking.

DJDS also operates the Concept Development Fund, an innovative program which helps nonprofits and advocates transform their ideas for community infrastructure reinvestment into fully realized designs complete with budgetary outlines, imagery, and other concrete details. The Fund receives charitable contributions that are used by DJDS to support the financial costs of the concept development.

A pioneering activist, Van Buren has been recognized internationally for her leadership in using architecture, design, and real estate innovations to address the social inequities behind the mass incarceration crisis. Her 2017 TEDWomen talk on what a world without prisons could look like has been viewed more than one million times, and she is the only architect to have been awarded the Rauschenberg Artist as Activist fellowship.

Keynote presenter

Jack Newton

CEO & Co-Founder at Clio


About

Jack Newton is founder and CEO at Clio, the leading provider of cloud-based practice management software used by lawyers around the world. Clio has received numerous awards recognizing it for its outstanding corporate culture—and for being one of the fastest-growing, most innovative technology companies worldwide. Over the decade since Clio’s founding, Jack has spearheaded efforts to educate the legal community on the security, ethics, and privacy-related issues surrounding cloud computing. Jack also serves as president of the Legal Cloud Computing Association (LCCA), a consortium with a mandate to accelerate the adoption of cloud computing in the legal industry.

2019 Session speakers


Allison Wolf

Certified Executive Coach, Founder of Attorney With A Life

Alycia A. Kinchloe, Esq., MBA

Attorney and Founder at Kinchloe LLC

Cynthia Morgan-Reed

Founder & CEO at Vanst Law

Colin Ley

Co-Founder at LayRoots

Crystal McDonough

Attorney and Owner at McDonough Law LLC

David Colarusso

Practitioner in Residence & Director of Suffolk University Law School's Legal Innovation and Technology Lab

Eric Goldman

Professor and Co-Director, High Tech Law Institute at Santa Clara University School of Law

Erin Levine

Founder & CEO of Hello Divorce

John Strohmeyer

Attorney & Owner at Strohmeyer Law, PLLC

Jordan Couch

Attorney and Cultural Ambassador at Palace Law

Katy Goshtasbi, JD

CEO & Founder at Puris Consulting

Lori Gonzalez

President at RayNa Corporation

Mark Britton

Legal Industry Expert and Clio Board Member

Matt Homann

Founder & CEO Filament LLC

Nicole Abboud

Founder of Abboud Media; Host of The Gen Y Lawyer Podcast

Nicole Clark

CEO & Founder at Trellis: Legal Intelligence

Shreya Ley

Co-Founder at LayRoots

Terry DeMeo

Martha Beck Master Certified Coach, Former Trial Lawyer and Law Professor

We will be announcing more speakers soon. Stay tuned!

Professional Coach: Allison Wolf

Presenter

Allison Wolf

Certified Executive Coach, Founder of Attorney With A Life

TopicCoaching Zone


About

Allison Wolf will be one of 5 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT ALLISON:

Allison Wolf is one of the most senior coaches for lawyers in North America. She has helped countless clients over the past fifteen years develop thriving legal practices and improve the satisfaction they experience in both their professional and personal lives. Allison’s specialty is uncovering the thinking traps and gaps holding her clients back and helping them acquire the mindsets, skills, and habits for growing successful and rewarding legal practices. Allison’s clients find her to be a dedicated, patient, and effective coach with a coaching style that both empowers and supports. She balances accountability with understanding the nature of a busy practice. She is the president of Shift Works Strategic – Coaching for Lawyers, and founder of the blog attorneywithalife. Allison is a member of the International Coach Federation and a frequent writer and presenter for legal organizations, media, and law firms.

Schedule a session: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10 

Presenter

Alycia A. Kinchloe, Esq., MBA

Attorney and Founder at Kinchloe LLC

TrackBusiness of Law

TopicFlattening the Learning Curve: Successfully Transitioning Practice Areas


About

Alycia Kinchloe, is the founder of Kinchloe Law.  Alycia earned her law degree from Temple University’s Beasley School of Law. In law school, Alycia was member of student government and was member of Temple’s prestigious Trial Advocacy Program.  She also worked as teaching assistant for the Program.  Alycia later attended St. Joseph’s University Haub School of Business where she earned an Executive MBA and expanded her knowledge of business.

Prior to founding Kinchloe Law, Alycia helped to grow a mid-size law firm from one to 140 employees during her tenure.  Alycia managed the firm for several years including hiring and training attorneys and support staff.  Alycia’s skills include legal writing, negotiation and trial advocacy.   She is a zealous advocate for her clients whether it’s fighting for benefits for the disabled or zealously representing her client’s rights in family and business law matters.

Alycia is a member of the Philadelphia Bar Association, Barrister’s Association of Philadelphia, and the Nicolas Cipriani Bar Association of Family Law Attorneys.  Alycia does pro bono legal work through the Philadelphia Volunteers for the Indigent Program.  She also enjoys teaching entrepreneurial skills to children and young adults through her non-profit organization.  She is also a business coach and consultant.

Presenter

Cynthia Morgan-Reed

Founder & CEO at Vanst Law

TrackBusiness of Law

TopicThe New Attorney-Focused Law Firm Model


About

Cynthia Morgan-Reed went to law school to be a different kind of lawyer. Cynthia found her legal passion practicing land use, real estate and lobbying transactional work. While she found the practice of law stimulating, she found the way in which law is practiced stifling.

After many law firm experiences where she earned her right to call herself a survivor, Cynthia decided to change the culture; one attorney at a time. She launched Vanst Law, a virtual law firm, because she knows that every attorney has the right to practice law in a firm that rewards their value and provides autonomy. By tackling pay inequity, building in autonomy, and establishing a culture where the firm members help one another grow and thrive, Cynthia is working to transform the law firm model.

Prior to running her own solo practice for three years, Cynthia was a partner in two large local law firms and an associate in a national firm.

Presenter

Colin Ley

Co-Founder at LayRoots

TrackBusiness of Law

Topic"Color Me Gray:" Building A Unique Firm


About

Colin Ley often describes himself as “just a boy from the mountains” as he fixes his bolo tie and hitches his thumbs in his suspenders. He is originally from Albuquerque, NM and although he misses the green chile (yes, with an “e”), he is happy to call Seattle home. He started his career as a drummer in a punk rock band. Colin found that didn’t quite pay the rent, so he moved on to protecting consumers from unscrupulous and dishonest companies in the consumer protection division of the NM Attorney General office, then started his own solo practice helping disabled folks get their Social Security benefits. He brought this drive to help people and his love of railing against the “man” to LayRoots as an Asset Protection and Estate Planning guru.

Presenter

Crystal McDonough

Attorney and Owner at McDonough Law LLC

TrackBusiness of Law

TopicHow I Built a Thriving Law Practice While Traveling the County In an RV


About

Crystal J. McDonough is the founder of McDonough Law LLC, the fastest growing law firm in Northern Colorado, practicing in energy, natural resources, business, and estate planning and administration. Her firm spans throughout Colorado, Wyoming, Nebraska, and Florida. She has a masters’ degree in energy and natural resources and assisted in drafting wind energy law for the state of Wyoming. She provides legal representation to companies of all sizes, and they rely on her to guide them through business cycle phases, including formation, growth, and sales. Crystal is one of the top legal advisors in the Rocky Mountain region on energy, natural resources, policy, federal and state administrative matters, land use, renewable energy, and environmental issues. The Denver Business Journal named Crystal one of the Top Women in Energy 2019. She was named 2018 Top Women in Law by Law Week Colorado and best oil and gas attorney for two years in a row. Crystal is passionate about her clients and her practice but her family is her priority. She has designed her practice around her family life. Her favorite times are spent traveling the country in the RV, hiking in the Rocky Mountains, or paddling her Kayak around the Florida Keys.

Presenter

David Colarusso

Practitioner in Residence & Director of Suffolk University Law School's Legal Innovation and Technology Lab

TrackLegal Technology

TopicWhat Should Lawyers Learn to Code? Conversational Coding for the Digital Age.


About

David Colarusso is the founding Director of Suffolk University Law School’s Legal Innovation and Technology (LIT) Lab. An attorney and educator by training, he has worked as a public defender, data scientist, software engineer, and high school physics teacher. He is the author of a programming language for lawyers, QnA Markup, an award winning legal hacker, ABA Legal Rebel, and Fastcase 50 honoree.

Presenter

Eric Goldman

Professor and Co-Director, High Tech Law Institute at Santa Clara University School of Law

TopicEmojis and the Law


About

Eric Goldman is a Professor of Law, and Co-Director of the High Tech Law Institute, at Santa Clara University School of Law. Before he became a full-time academic in 2002, he practiced Internet law for 8 years in the Silicon Valley. His research and teaching focuses on Internet, IP and advertising law topics, and he blogs on these topics at the Technology & Marketing Law Blog. Managing IP magazine has twice named him to a shortlist of North American “IP Thought Leaders,” and he has been named an “IP Vanguard” by the California State Bar’s IP Section.

Presenter

Erin Levine

Founder & CEO of Hello Divorce

TrackBusiness of Law

TopicThe “Win-Win” Legal Services Model


About

Erin Levine is a Certified Family Law Specialist, Founder and CEO of Hello Divorce, and owner of respected Bay Area boutique firm, Levine Family Law Group, As a teen, she was both a witness in a criminal case and plaintiff in a civil matter. She found the experience to be lonely, disempowering and confusing. In a system that prides itself on delivering justice – the whole experience felt unjust. This moment in her life was pivotal – and solidified her passion for helping people navigate the legal system while honoring their well-being. Since launching Hello Divorce in 2017, she has received acclaim from the Legal-Tech industry and beyond. In 2018, she was the Grand Prize winner of Duke University School of Law’s “Law & Technology Accelerator” and the American Bar Association named her to the prestigious “Women of Legal Tech” list. Recently, she has been featured and/or quoted in various publications in the legal industry and beyond – including Ozy, Brit+Co, Forbes, Mind Body Green, Law Technology Today, Lawyerist, Above the Law, Conscious Company, and San Jose Mercury News.

Presenter

John Strohmeyer

Attorney & Owner at Strohmeyer Law, PLLC

TrackBusiness of Law

Topic3 Client-Service Secrets from Five-Star Hotels


About

John Strohmeyer is an international tax and estate planning attorney, focusing on foreign tax compliance and high-net-worth estate planning for individuals. John’s practice includes traditional estate and disability planning, probate and estate administration, and the preparation of estate and gift tax returns. He designs, implements, and administers trusts of all types and related business and investment structures, including taxation and compliance aspects of these structures.

 

After earning his BS in Zoology from the University of Texas at Austin, John spent four years working for the Four Seasons Hotel in Austin, primarily as the Night Manager, before beginning his legal education. After working for law firms for nearly nine years, he started Strohmeyer Law so that he could bring what he learned about client service from the Four Seasons to the legal industry. So, while John’s career path may have taken a detour through the Four Seasons, the goal has always been the same: take better care of individuals.

Presenter

Jordan Couch

Attorney and Cultural Ambassador at Palace Law

TrackBusiness of Law

TopicIdentifying & Leveraging your Firm Culture


About

Jordan L. Couch is an attorney and Cultural Ambassador at Palace Law where his practice focuses on plaintiff’s side workers’ compensation and personal injury litigation. Outside of his practice Jordan is heavily involved in state, local, and national bar associations, advocating for a better, more client-centric future to the legal profession.

Presenter

Katy Goshtasbi, JD

CEO & Founder at Puris Consulting

TrackBusiness of Law

TopicDefining Your Personal Brand for the Changing Future


About

Katy Goshtasbi is a growth, change and branding expert and founder of Puris Consulting. She works with law firms, lawyers and organizations on growing, in size and profits, by mastering change and developing brands that get their message out effectively. The results include, happier more productive lawyers, reduced stress, attracting better clients, and more revenues. Katy practiced securities law for 14 years and was a federal lobbyist in DC, Investment Counsel at the SEC in DC, at a major law firm and in-house. Recently, Katy chaired the ABA Law Practice Division in 2018-2019 and has written two books on her subject matter expertise. She lives with her family in San Diego and travels globally keynoting, consulting and training.

Presenter

Lori Gonzalez

President at RayNa Corporation

TrackLegal Technology

TopicThe Tech-Enabled Super Admin


About

Lori Gonzalez is legal tech lover, process nerd and promotor of access to justice. She founded The RayNa Corporation, a company designed to assist lawyers with finding lost time – both efficiency and true work-life balance. She focuses her energy on testing, using and improving legal tech, as well as, process and efficiency improvement. She is a frequent speaker at state and local bar associations, presents at national conferences and facilitates staff trainings for firms. Her service includes the Tennessee Access for Justice Commission’s Pro Bono Committee, an organizer of the Music City Legal Hackers and a subject matter expert for the Nashville chapter of SCORE. Her most recent service includes creating new tools for A2J needs with Code for America’s Nashville brigade and serving on the State Bar of California’s Access Through Innovation of Legal Services Task Force.

Presenter

Mark Britton

Legal Industry Expert and Clio Board Member

TrackBusiness of Law

TopicLawyers are from Mars, business people are from Venus.


About

Mark is the founder and former CEO and Chairman of Avvo, an online marketplace for legal services, that was purchased by Internet Brands in 2018. For twelve years, Mark built Avvo into one of the stars of the legal technology ecosystem with 400+ employees and raising $132 million from venture investors. For his work at Avvo, Mark received EY’s Entrepreneur of the Year Award and was named one of Seattle’s “Top 25 Innovators” and a “Tech Titan 2.0” by Seattle media. Upon leaving Avvo, Above the Law called him “the person who most disrupted law this decade”.

Presenter

Matt Homann

Founder & CEO Filament LLC

TrackClio University: Workshop

TopicReImagining Your Client Experience


About

Matt Homann is a creative entrepreneur (and recovery lawyer) who’s been active in the legal innovation community for more than two decades and has facilitated unique legal events worldwide. His legal accomplishments and awards include:

  • A legal blogging pioneer, Homann wrote the first legal blog focused on innovation, creativity, client service, and alternative fees called the [non]billable hour.
  • Selected by the ABA Journal as one of their first 100 “Legal Rebels.”
  • Named to the Fastcase 50 — a collection of “the smartest, most courageous innovators, techies, visionaries, and leaders in the law.”
  • Inducted into the College of Law Practice Mangement.
  • Delivered CLE’s in over 25 states and three countries.

He is the founder of Filament, a creative meeting business that helps smart people think together better and solve problems in person.  He lives in St. Louis, Missouri with his daughter Grace and wife Jessica.  If you ever buy him a beer, be sure to ask him about his other startups “Invisible Girlfriend” and “Invisible Boyfriend.”

Nicole Abboud

Presenter

Nicole Abboud

Founder of Abboud Media; Host of The Gen Y Lawyer Podcast

TrackBusiness of Law

TopicStory, Community, and Tech: How Great Business Leaders Grow their Practices in the Social Age


About

Not one to shy away from risk, Nicole Abboud quit her law practice in 2017 and launched her business, working with lawyers to help them amplify their leadership.  She documented her entire journey from being an unhappy attorney to a new entrepreneur through insightful interviews on her award-winning podcast, The Gen Y Lawyer. Nicole is an inclusive leadership speaker, consultant, and self-proclaimed cheerleader for the underdog. As someone who struggled with issues of belonging and finding purpose in her work, Nicole now uses her experiences and her voice to inspire lawyers to become their best selves and grow into impactful leaders.

Nicole has been featured on various podcasts and is sought-after to speak about Millennial lawyer matters like how to craft a meaningful career and fulfilling life.  She sits on the board of several organizations including her law school’s alumni association and LA Project Masters Toastmasters club. When she’s not podcasting, speaking from stage, or working with clients, Nicole enjoys…well actually, she’s rarely not doing those things. She enjoys how she spends her time, especially since she’s usually surrounded by the people she loves so life is great!

Presenter

Nicole Clark

CEO & Founder at Trellis: Legal Intelligence

TopicInclusion and Diversity in Legal Technology


About

Nicole Clark is a business litigation and labor and employment attorney who has handled litigation in both state and federal courts. She’s worked at a variety of law firms ranging from mid-size litigation boutiques to AM100 firms, and is licensed to practice law in three states. She has defended corporations and employers in complex class action and wage and hour disputes, as well as individual employment matters ranging from sexual harassment to wrongful termination. Additionally, Nicole is the CEO and co-founder of Trellis Research, a legal analytics platform that uses AI and machine learning to provide litigators with strategic legal intelligence and judicial analytics. Nicole has an intuitive understanding of technology and is deeply committed to helping lawyers leverage technology to gain a competitive advantage and achieve a more favorable outcome for their clients.

Presenter

Shreya Ley

Co-Founder at LayRoots

TrackBusiness of Law

Topic"Color Me Gray:" Building A Unique Firm


About

Shreya Ley is a business owner and self-described “Lawyer-Human.” She started her working life as a Chemical Engineer in the Oil & Gas Industry and knows way too much about oil & gas and its impact on the global economy & politics. After law school at Tulane, she has focused on working with inventors, entrepreneurs, “idea people,” and family businesses. As a former punk rock kid, she has always had a desire to not work for “the man,” so after a short stint at Microsoft, she opened LayRoots. She and LayRoots help their clients live an awesome life.

Professional Coach: Terry DeMeo

Presenter

Terry DeMeo

Martha Beck Master Certified Coach, Former Trial Lawyer and Law Professor

TopicCoaching Zone


About

Terry DeMeo will be one of 5 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT TERRY:

Terry DeMeo, J.D., MCC, is an attorney and Master Certified Coach, known for her versatility and wide-ranging experience. After almost twenty-five years as a civil rights, criminal, and domestic relations litigator, she became a full-time coach, focusing on lawyers and other licensed professionals. She specializes in the areas of professional development and relationships. Terry is certified by several coaching programs in both general and relationship coaching, a certified mindfulness and stress management practitioner, a certified provider of the Myers-Briggs Typology Instrument, and has completed graduate coursework in somatic clinical psychology. An instructor for the Martha Beck coach-training company, Terry teaches courses in coaching skills, practice development, and coaching ethics. She is a member of the International Coach Federation.

 

Schedule a session: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10 

2019 Clio speakers


Alex Shipillo

Director, Growth Marketing at Clio

Alex Taylor

Senior Software Developer at Clio

Alim Jiwa

Product Manager at Clio

Amrit Minhas

Financial Accountant at Clio

Ana Tesovic

Account Representative at Clio

Andrew Deacon

Senior Manager, Talent Acquisition at Clio

Andrew Fung

Product Designer at Clio

Andrew Gay

Manager of the App & Developer Ecosystem at Clio

Bailey Copithorne

Senior Product Designer at Clio

Braden Ulvid

Customer Account Manager at Clio

Brittany Baron

Account Executive at Clio

Brittney Lloyd

Channel Development Coordinator at Clio

Bryce Tarling

Content Strategist at Clio

Calvin Cestari

Senior Development Manager at Clio

Carolyn Price

Manager, Revenue Operations Systems at Clio

Chris Yeh

Senior Manager of Talent Acceleration at Clio

Dilan Ustek

User Research Lead at Clio

Elaine Winde

Associate Product Manager at Clio

Gavin Miller

Application Security Manager at Clio

George Psiharis

Chief Operating Officer at Clio

Hadi Qaisar

Account Representative at Clio

James Goertzen

Software Developer at Clio

James Upton

Community Programs Coordinator at Clio

Jeff Rambharack

Director of Product Management, Clio Manage at Clio

Jenn McCarthy

Senior Manager, People Business Partnerships at Clio

Jesse Harink

Employee Experience Team Lead at Clio

John O'Connor

Sales Operations Analyst at Clio

Jonathan Watson

VP Engineering at Clio

Joseph Given

Customer Enablement Trainer at Clio

Joshua Lenon

Lawyer in Residence at Clio

Kane Lam

Account Representative at Clio

Karina Cebuliak

Customer Success Manager at Clio

Katie Wyka

Performance Coach at Clio

Kimberly Westvelt

Software Development Manager at Clio

Lisa Geerts

Manager, Strategic Planning at Clio

Lyndsey Hannigan

VP People at Clio

Madison Goddyn

Junior Product Designer at Clio

Mik Lernout

Vice President of Product at Clio

Mike Cramm

Software Development Manager at Clio

Naufil Rasheed

Director of Sales at Clio

Nefra MacDonald

Affinity Program Manager at Clio

Nicole Sproule

Sales Development Representative at Clio

Rio Peterson

Affinity Program and Events Coordinator at Clio

Paul Munro

Sales Manager at Clio

Ryan Oakman

Customer Support Specialist at Clio

Rylan Iredale

Lead Product Recruiter at Clio

Sam King

Customer Support Team lead at Clio

Samir Javer

Product Manager at Clio

Sarah Greig

Product Manager at Clio

Shaked Fromovich

Senior Software Developer at Clio

Shelby Jestin

Software Developer at Clio

Shane Sharma

User Research Coordinator at Clio

Sher Najafi

Social Media and Community Specialist at Clio

Steve Harbaruk

Senior Product Manager at Clio

Steve Thompson

Senior Development Manager at Clio

Tara Cain

Customer Enablement Team Lead at Clio

Umaima Baig

Inside Sales Engineer at Clio

Victoria Gilmore

Employee Experience Coordinator at Clio

Clio presenter

Alex Shipillo

Director, Growth Marketing at Clio

TrackClio University: Track 1

TopicAn Overview of Clio's App Directory


About

Alex Shipillo is the Director of Growth Marketing at Clio, where his team is focused on building marketing programs that attract more engaged customers to Clio. Prior to joining Clio at the start of 2018, Alex held a variety of startup marketing roles in Toronto and Vancouver.

Clio presenter

Alex Taylor

Senior Software Developer at Clio

TrackClio University: Track 2

TopicSolos: Streamlining Your Workflow & Improving Efficiency


About

Alex Taylor is a Senior Software Developer at Clio. As part of the Backend Infrastructure team, he works behind the scenes to ensure other developers can move as fast as possible. He’s passionate about building robust systems and teaching others along the way. He is powered by tea and cycling.

Clio presenter

Alim Jiwa

Product Manager at Clio

TrackClio University: Track 1

TopicOffice Administrators: Automating your Workflows with Clio Manage


About

Alim is a Product Manager for data insights and time capture tools at Clio. He drifts off to sleep at night dreaming about how firms can more efficiently track their billables and glean insights from their financials. He has dedicated his career to building software tools that help others manage their businesses, from digital advertisers to realtors, and now legal professionals.

Clio presenter

Amrit Minhas

Financial Accountant at Clio

TrackClio University: Track 1

TopicManaging your Accounts & Finances with Clio


About

Amrit is a Financial Accountant at Clio. She focuses on building process efficiencies inside and outside of the Finance department. You will likely find Amrit collaborating while carrying a large water bottle and laughing at a bad joke.

Clio presenter

Ana Tesovic

Account Representative at Clio

TrackClio University: Track 1

TopicOffice Administrators: Automating your Workflows with Clio Manage


About

Ana is an Account Representative at Clio. As a part of Clio’s sales team, she is responsible for demonstrating the value of Clio to solo and boutique law firms. The most exciting part of her day? Helping attorneys (who otherwise didn’t know about Clio) find a better way to manage their business.

Clio presenter

Andrew Deacon

Senior Manager, Talent Acquisition at Clio

TrackClio University: Track 2

TopicAccount Evolution: Setting your Team up for Continued Success


About

Andrew leads our Talent Acquisition team at Clio, who are tasked with growing our teams at Clio. Andrew and his team are laser-focused on ensuring we find the best and brightest talent to come join Clio, so that we can continue to deliver a top tier product to our customers.

Clio presenter

Andrew Fung

Product Designer at Clio

TrackClio University: Track 1

TopicA Simple Framework to Delivering a Great Client Experience


About

Andrew is a product designer on Clio’s product team, focusing on helping law firms better manage their communications and workflows. Prior to Clio, Andrew has been helping businesses bridge the gap between customer experience and operational excellence in an array of industries including health insurance, accounting, and telecommunications.

Clio presenter

Andrew Gay

Manager of the App & Developer Ecosystem at Clio

TrackClio University: Track 2

Topic2019 Launch // Code Competition


About

Andrew Gay is the Manager of the App & Developer Ecosystem at Clio. Andrew is responsible for the recruitment and development of Clio’s integration partner community and he is passionate about the creation of a thriving developer ecosystem to support Clio’s growth. Prior to joining the Product organization, Andrew led a variety of partnerships communities including Clio’s Affinity Program, the Academic Access Program, and the Channel Program.

Clio presenter

Bailey Copithorne

Senior Product Designer at Clio

TrackClio University: Track 2

TopicSuite: Intake to Invoice to Referral


About

Bailey Copithorne is a Senior Product Designer at Clio in the Calgary office. Working with the Platform team, Bailey’s goal is to understand at a deep level what customers of Clio need so that she can design product features that make practice management easier. Bailey specializes in experience, interaction and interface design for digital applications, and also teaches Digital Experience Design to third-year students at the Alberta University of the Arts.

Clio presenter

Braden Ulvid

Customer Account Manager at Clio

TrackClio University: Workshop

TopicSuite Setup: Setting up Clio Grow


About

Braden Ulvild is a member of the Customer Account Management Team at Clio. With a degree in Finance and over 10 years of experience in sales and customer-facing roles, Braden’s goal is to leverage his experience and knowledge to find creative solutions that drive value for Clio’s customers.

Clio presenter

Brittany Baron

Account Executive at Clio

TrackClio University: Track 2

TopicAccount Evolution: Setting your Team up for Continued Success


About

Brittany is an Account Executive at Clio. She works with firms between 1-4 people in size, to help them evaluate Clio as efficiently and effectively as possible. Brittany has been a member of the Clio team for nearly 2.5 years. Brittany is a lawyer herself, with a JD from the Western Law, in Ontario, Canada. This is her second time speaking at Clio Con!

Clio presenter

Brittney Lloyd

Channel Development Coordinator at Clio

TrackIndustry Workshop

TopicClio Certified Consultants Lunch


About

Brittney Lloyd is the Channel Development Coordinator at Clio and works with our Bar Partners and Channel Resellers across the US and around the globe. With an emphasis on process, Brittney cultivates strong partner relationships by maximizing resources and leveraging mutual expertise to achieve common goals.

Clio presenter

Bryce Tarling

Content Strategist at Clio

TrackClio University: Track 1

TopicAn Overview of Clio's App Directory


About

Bryce is a Content Strategist at Clio. As part of the Content and Communications team, he works on a variety of written communications, including Clio’s Legal Trends Report, that help educate and inform about legal technology. In past lives, he’s worked for non-profit organizations and print publications. He’s probably drinking a fair trade coffee right now.

Clio presenter

Calvin Cestari

Senior Development Manager at Clio

TrackClio University: Track 1

TopicThe Mobile Experience


About

Calvin is the Mobile Development Manager at Clio. He has a long history of mobile application development, across a wide variety of industries, and since joining Clio in 2016 is using that experience to help Clio build best-in-class mobile products that enable our customers to do their best work anywhere.

Clio presenter

Carolyn Price

Manager, Revenue Operations Systems at Clio

TrackClio University: Track 2

TopicFirm Performance & Insights Using Clio Suite


About

Carolyn Price is the Manager of Revenue Operations Systems at Clio. As part of the Business Operations team, she works behind the scenes to build robust, scalable processes and systems across Sales, Marketing, and Customer Success.

Professional Coach: Chris Yeh

Clio presenter

Chris Yeh

Senior Manager of Talent Acceleration at Clio

TopicCoaching Zone


About

Chris Yeh will be one of 5 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT CHRIS:

Chris Yeh, BSc, MSc, CPHR, is Clio’s Senior Manager of Talent Acceleration. Chris started his Clio Path as a Talent Acquisition Specialist and continues his journey by leading the Talent Acceleration function. Having spent nearly six years with Clio, Chris has built nearly all facets of the talent operating system during Clio’s stage of hyper growth. As Senior Manager of Talent Acceleration, Chris oversees leadership development, performance programs, and coaching. Chris has been trained as a coach through the Co-Active Training Institute (CTI) and is currently pursuing his ACC and CPCC designations.

Clio presenter

Dilan Ustek

User Research Lead at Clio

TrackClio University: Track 1

TopicA Simple Framework to Delivering a Great Client Experience


About

Dilan Ustek is the User Research Lead at Clio. She applies and evangelizes research methods to help the organization understand its customers. She conducts interviews, on-site visits, usability studies, and data analyses to understand the needs and pain points of people working in law. She believes that creating customer empathy throughout the organization is the only way to build a product that people want to use every day.

Clio presenter

Elaine Winde

Associate Product Manager at Clio

TrackClio University: Track 1

TopicProductive & Profitable: Best Billing Practices


About

Elaine Winde is an Associate Product Manager at Clio. She is part of Clio’s invoicing team and works with her team to ensure the most impactful problems are being tackled. Elaine began her journey in Clio as a Support agent and moved into a Technical Escalations role before becoming an Associate Product Manager, so you may have spoken with her on the phone when you had a question about Clio! She is also the only person at the company to regularly bring two dogs to work.

Clio presenter

Gavin Miller

Application Security Manager at Clio

TrackClio University: Workshop

TopicSetting up your Clio Manage Account Workshop


About

Gavin is the Application Security (AppSec) Manager at Clio. His background is diverse, having worked in multiple industries creating solutions for the Desktop, Mobile, Web, and also including work in the anti-virus industry. Gavin and the AppSec team focus on levelling up Clio’s security practices, while delivering a platform that is solid, secure, trusted, and amazing! When he’s not absorbed in his work, Gavin can be found hiking, weightlifting, or wrangling his two young sons.

Clio presenter

George Psiharis

Chief Operating Officer at Clio

TrackBusiness of Law

TopicInsights from the 2019 Legal Trends Report


About

George Psiharis is the Chief Operating Officer at Clio. Specializing in business development and data operations, George has worked extensively with law schools, bar associations, and other legal professionals to help make information on cloud computing and law firm economics increasingly accessible. One of the original architects of the Legal Trends Report, George is passionate about using data to inform decisions and to drive world-class client experiences in legal practice.

Clio presenter

Hadi Qaisar

Account Representative at Clio

TrackClio University: Track 2

TopicClio Grow: Drive Insights, Revenue, and a Better Experience


About

Hadi is an Account Representative at Clio. As a part of Clio’s Sales outreach team, Hadi is responsible for demonstrating the value of Clio to solo and boutique law firms. Favorite part of my job is when attorneys tell me they wish I had told them about Clio a long time ago.

Clio presenter

James Goertzen

Software Developer at Clio

TrackClio University: Track 1

TopicManaging your Accounts & Finances with Clio


About

James is a software developer on the Clio Payments team. As a former Customer Support agent at Clio, he brings his customer empathy and use-case knowledge to the team as they build out online payment options that work for both lawyers and clients alike.

Clio presenter

James Upton

Community Programs Coordinator at Clio

TrackIndustry Workshop

TopicClio Academic Access Lunch


About

James oversees Community Programs at Clio. On a day to day basis, James maintains relationships with Clio’s 250+ Law Schools internationally. James also works with a number of State Bar Associations and Universities supporting newly qualified attorneys to establish successful practices using Clio Manage. James sees himself as the Oprah who donates Clio Manage to Legal Clinic’s who work to bridge the justice gap internationally as part of Clio’s commitment to donate 1% of product through the ‘Clio Gives’ program.

Clio presenter

Jeff Rambharack

Director of Product Management, Clio Manage at Clio

TrackClio University: Track 2

TopicWhat’s New in Clio


About

Jeff is the Director of Product Management for Clio Manage. His goal is to empower firms using Clio Manage to be the most successful law firms. He has delivered world-class software as a Product Manager at tech companies including Microsoft and Amazon and is excited about the potential Clio has to transform the legal industry.

Clio presenter

Jenn McCarthy

Senior Manager, People Business Partnerships at Clio


About

Jennifer McCarthy (CPCC, ACC) is Clio’s Senior Manager of People Business Partnerships, a certified co-active coach through the co-active training institute (CTI), and a member of the International Coach Federation. Prior to working with Clio, she spent nearly 6 years at Etsy as the HR Business Partner to the CTO, supporting the company through high-growth. Throughout her career, Jennifer has held a variety of HR and leadership advisory roles and quickly developed a deep passion for coaching. She thrives in partnering with people to define, courageously uncover and fully live their best lives.

 

Schedule a coaching session with Jenn at the 2019 Clio Cloud Conference Coaching Zone: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10 

Clio presenter

Jesse Harink

Employee Experience Team Lead at Clio


About

Jesse is the Team Lead of the Employee Experience team at Clio. Beyond bringing a world-class employee experience to Clio, he also brings his boisterous personality to the stage to host internal and external Clio events. After a fun-filled weekend of being the Main Stage Emcee for Clio Con 2018, he is excited to return to raise the bar in San Diego. Take his love of being on stage, a passion for creating a unique experience, and a flair for fashion and you will get the most unique Emcee you have ever had.

Clio presenter

John O'Connor

Sales Operations Analyst at Clio

TrackClio University: Workshop

TopicClio Grow: Intake Forms & Documents Workshop


About

John is a Sales Operations Analyst at Clio. As a part of Clio’s operations team, he’s responsible for helping the sales team better serve you our clients. He is an avid cyclist and loves learning what his customers get up to outside the office once Clio gives them more of their day back.

Clio presenter

Jonathan Watson

VP Engineering at Clio

TrackClio University: Workshop

TopicUnlocking Firm Performance Through Better People Management


About

Jonathan is the Vice President of Engineering at Clio. Previously, Jonathan held senior engineering leadership roles at Shopify and Zynga. He brings to Clio over 15 years of experience in leadership and management, software architecture, design and implementation, and launching and maintaining large-scale SaaS and live game solutions. Outside of the office, he’s an endless tinkerer who is always exploring creative pursuits including 3D printing, cooking, and making his daughter laugh.

Clio presenter

Joseph Given

Customer Enablement Trainer at Clio

TrackClio University: Track 1

TopicTake Control with Clio Suite: Calendars & Tasks Management


About

Joseph is a Customer Enablement Trainer and a KCS Knowledge Domain Expert at Clio. As a former member of Clio’s Customer Support team, he is highly empathetic and possesses a comprehensive working knowledge of both Clio Grow & Clio Manage. Joseph has been with Clio for nearly two years.

Clio presenter

Joshua Lenon

Lawyer in Residence at Clio


About

Joshua Lenon is the Lawyer-in-Residence at Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform. An attorney admitted to the New York Bar, he studied law at St. Louis University School of Law, obtaining a Juris Doctorate and a Certificate in International and Comparative Law. During this time, Joshua clerked for the Missouri Attorney General, helping prosecute discrimination claims on behalf of Missouri citizens. Joshua also studied European Union Law at the University of Georgia School of Law’s Brussels Legal Seminar. Joshua has since helped legal practitioners improve their services, working for Thomson Reuters’ publishing departments in both the United States and Canada.

Clio presenter

Kane Lam

Account Representative at Clio

TrackClio University: Track 2

TopicTime is Money: Efficient Attorney Workflows in Clio


About

Kane is an Account Representative at Clio. He speaks with legal professionals daily to learn about their firm, understand workflows, and come up with solutions to improve their practice. His favorite Clio integration is Clio Launcher & in his spare time, he enjoys American swing dancing.

Clio presenter

Karina Cebuliak

Customer Success Manager at Clio

TrackClio University: Track 1

TopicProductive & Profitable: Best Billing Practices


About

Karina Cebuliak is a Customer Success Manager at Clio. She has a mandate to advocate for the client and manage their success. Karina has been a member of the Clio team for nearly seven months. She has an entrepreneurial history and understands the minutiae of running your own business and needing to get bills out the door and paid as quickly as possible. Karina also happens to be a stand-up comedian during her off time.

Clio Speaker - Katie Wyka

Clio presenter

Katie Wyka

Performance Coach at Clio

TopicCoaching Zone


About

Katie Wyka will be one of 5 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT KATIE:

Katie Wyka, ACC, BA, MA, is Clio’s in house Performance Coach, helping Clions identify, plan and act on ways to improve and sustain performance, over time. After twenty years in industry, in a variety of HR and OD consulting roles, Katie jumped at the chance to work exclusively with Clio’s teams and leaders – to test her capacity as Coach. Drawing from her deep dives in performance psychology, brain science, motivation, emotional intelligence and organizational dynamics Katie asks her clients to become “scientists of themselves.” Using humour, good questions and a keen interest in seeing her clients reach both personal AND organizational goals, Katie pushes for self mastery.

Schedule a session: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10 

Clio presenter

Kimberly Westvelt

Software Development Manager at Clio

TrackClio University: Track 2

TopicDocument Automation and Management


About

Kimberly Westvelt manages a software development team in the Calgary Clio office where she has a beautiful view of the Rocky Mountains. She’s been part of Clio’s product team for 2 years and specializes in Clio’s internal subscription system. For the 15 years prior to joining Clio, Kimberly worked as a Software Developer, Business Analyst, and Project Manager, and loves the feeling when her work makes her customer’s job easier. She is looking forward to scuba diving through a Californian kelp forest and making her way up to Monterey Bay after Clio Con!

Clio presenter

Lisa Geerts

Manager, Strategic Planning at Clio

TrackClio University: Workshop

TopicSuite Setup: Setting up Clio Grow


About

Lisa is Clio’s Manager of Strategic Planning. As a member of the Business Operations team, she works across the organization to drive data-driven planning and business decisions at Clio, and guide key strategic initiatives to successful completion.

Clio presenter

Lyndsey Hannigan

VP People at Clio

TrackClio University: Workshop

TopicUnlocking Firm Performance Through Better People Management


About

Lyndsey Hannigan is the VP of People at Clio, where she and her team are on a mission to prove it’s possible to build (and scale!) a human and high-performing organization. Prior to joining Clio, Lyndsey led the Talent Development function at DigitalOcean in New York City, facilitated leadership development programs with The Refinery Leadership Partners, and helped manage transformational change initiatives at KPMG Canada. She holds a Bachelor of Arts in Political Studies from Queen’s University and a Masters of Communication in Communication for Social Change from The University of Queensland.

Clio presenter

Madison Goddyn

Junior Product Designer at Clio

TrackClio University: Track 1

TopicTime Keeping 2.0: Measuring What Matters


About

Madison is a Junior Product Designer who works on the case management team that covers matters, contacts, and custom fields. Though Madison is fairly new to the design team, she may be a familiar face as she used to work in customer support before returning to school to pursue design! When not working long hours designing Clio’s new non-billable time feature, Madison enjoys backpacking through the Canadian wilderness, brewery tours, and producing her Harry Potter podcast.

Clio presenter

Mik Lernout

Vice President of Product at Clio

TrackClio University: Track 2

TopicWhat’s New in Clio


About

Mik is the Vice President of Product at Clio. Previously, Mik was the CEO of Sales Prodigy, a social media/social selling power tool for sales executives that was acquired by Hootsuite Media Inc. in March 2016. He continued his work at Hootsuite as the leader of both the product management and design teams. Mik believes that empathy is at the root of building great products, and by doing so he drives both customer success and revenue growth.

Clio presenter

Mike Cramm

Software Development Manager at Clio

TrackClio University: Workshop

TopicSetting up your Clio Manage Account Workshop


About

Michael is a Development Manager at Clio’s Calgary office. His team focuses on improving the login experience for the customers that use Grow and Manage. Mike started as a support rep for a different web-based practice management product and is where he first discovered his passion for software development. After years of teaching himself to code, he was promoted into a development role and has worked exclusively on web-based and mobile applications since then. When not staring into a computer screen, Mike enjoys cooking, running, and reading anything he can get his hands on.

Clio presenter

Naufil Rasheed

Director of Sales at Clio

TrackClio University: Track 2

TopicTime is Money: Efficient Attorney Workflows in Clio


About

Naufil is the Director of Outbound Sales at Clio. His team is tasked with reaching out to legal professionals throughout North America to create awareness, facilitate product evaluations and help them find the right solutions for their law firms.

Clio presenter

Nefra MacDonald

Affinity Program Manager at Clio

TrackClio University: Workshop

TopicMid-Size to Large Firms: Workflows for Efficiency and Firm Growth & Affinity Partners Workshop


About

Nefra MacDonald is the Affinity Programs Manager at Clio. Having worked in legal for nearly a decade, Nefra understands the pain points that affect legal professionals, and she uses her experience to help lawyers streamline processes and run a better business. A graduate of the University of Miami, Nefra is a passionate speaker about legal technology, attorney health and wellness, and other topics relevant to legal professionals.

Clio presenter

Nicole Sproule

Sales Development Representative at Clio

TrackClio University: Track 2

TopicClio Grow: Drive Insights, Revenue, and a Better Experience


About

Nicole is a Sales Development Representative at Clio. She consults with lawyers everyday to learn about their goals and challenges, helping them evaluate how Clio could change their practice. The opportunity to connect with legal professionals from all kinds of practice areas, firm sizes, states, and countries is one of her favorite parts of this role.

Clio presenter

Rio Peterson

Affinity Program and Events Coordinator at Clio

TrackClio University: Workshop

TopicAffinity Partners Workshop


About

Rio Peterson is the Affinity Programs Coordinator at Clio. She initially joined Clio in 2017 as a member of Clio’s award-winning Customer Support team and gained an in-depth knowledge of Clio’s products and customers. Now, Rio works to build flourishing relationships with legal associations across the United States and Canada, and she works passionately to educate lawyers on the importance of using data to build better practices and drive the legal industry forward.

Clio presenter

Paul Munro

Sales Manager at Clio

TrackClio University: Workshop

TopicGrow Intake Forms & Documents Workshop


About

Paul is a Sales Manager of Outbound Sales at Clio. His team is responsible for connecting directly with legal professionals across North America in order to generate awareness, facilitate evaluations, and, ultimately, help law firms find the right solution for scaling and growing their business.

Clio presenter

Ryan Oakman

Customer Support Specialist at Clio

TrackClio University: Workshop

TopicManage: Document Automation Workshop


About

Ryan is a Customer Support Agent at Clio. As a member of Clio’s Support Team, Ryan utilizes his knowledge of workflows and product features, like Document Automation, to help firm’s save time and money in order to invest it where it counts. He is always looking for opportunities to help customers get the most out of Clio and succeed in their business.

Clio presenter

Rylan Iredale

Lead Product Recruiter at Clio

TrackClio University: Track 1

TopicMid-Size to Large Firms: Workflows for Efficiency and Firm Growth


About

Rylan Iredale is the Lead Product Recruiter at Clio. As part of the People Operations team, Rylan works across the organization to help ensure we are building and scaling a human and high-performing company, filled with the best and brightest minds. He is accompanied daily by his dog Indie, an office favorite and now a staple in our Burnaby space.

Clio presenter

Sam King

Customer Support Team lead at Clio

TrackClio University: Track 2

TopicSolos: Streamlining Your Workflow & Improving Efficiency


About

Sam is one of the Team Leads in the Customer Support department, responsible for helping uplevel and improve the support Clio offers our users by training, coaching, and developing the members of the Support team. She has worked in tech for over seven years and firmly believes that a happy team makes for happier customers.

Clio presenter

Samir Javer

Product Manager at Clio

TrackClio University: Track 1

TopicThe Mobile Experience


About

Samir is a Product Manager at Clio, where he works on the Mobile app, as well as email integrations with Gmail and Outlook. He loves helping customers enhance their productivity, whether it’s getting faster access to information, or connecting Clio to the tools they use every day. Born and raised in Vancouver, Samir is passionate about all things sports, and can usually be found playing or watching hockey.

Clio presenter

Sarah Greig

Product Manager at Clio

TrackClio University: Track 1

TopicTime Keeping 2.0: Measuring What Matters


About

Sarah Greig is a Product Manager at Clio. She works primarily on case management workflows, and loves talking to customers about how they use Matters and Contacts in Clio. Sarah has been with Clio for two years and has spent the last six years of her career working in tech. She holds a Bachelor of Commerce degree from the UBC Sauder School of Business.

Clio presenter

Shaked Fromovich

Senior Software Developer at Clio

TrackClio University: Track 2

TopicUsing Clio Grow: The Journey of a Lead to Client in Clio Manage


About

Shaked Fromovich is a Senior Software Developer at Clio. As one of the original members of the Grow product team, she has a deep understanding of the Grow product and how it can help customers to expand their business. She would love to talk to you about her work on the new Scheduler feature, which will streamline the process of booking consultations.

Clio presenter

Shelby Jestin

Software Developer at Clio

TrackClio University: Track 2

TopicDocument Automation and Management


About

Shelby is a software developer at Clio on the Documents team. She has improved the way users access and manage their documents, most recently improving the document integrations and building out new functionality on the powerful Launcher feature. Before joining Clio a little less than a year ago, Shelby worked in information security for the Government of Canada. When not at her computer, she can be found heading for the Rocky Mountains to go backpacking or canoeing.

Clio presenter

Shane Sharma

User Research Coordinator at Clio

TrackClio University: Track 2

TopicFirm Performance & Insights Using Clio Suite


About

Shane is a User Research Coordinator at Clio. Before taking on this role, Shane was a Customer Support Agent where he helped Clio users troubleshoot problems and find more efficient workflows. Now, as part of the research team, he is responsible for helping improve the ways research is done at Clio. This includes standardizing data inputs, obsessing over documentation, and finding the best reports to run to better understand the health of our research projects. When he’s not at work, you can catch Shane photographing various concerts around the city!

Clio presenter

Sher Najafi

Social Media and Community Specialist at Clio

TrackClio University: Track 1

TopicBoosting your Firm’s Collections with Clio Payments


About

Sher is a member of the Marketing team at Clio, where she focuses on building marketing programs for the Clio Cloud Conference. She is also the voice (and brains) behind Clio’s social media channels. Prior to joining Clio, Sher held marketing and sales roles at Foodee, Yulu Public Relations, and many not-for-profits in the Vancouver area. Sher holds a Master’s Degree in Management from the UBC Sauder School of Business, with an International Business Accreditation in International Marketing from Harvard University.

Clio presenter

Steve Harbaruk

Senior Product Manager at Clio

TrackClio University: Track 1

TopicBoosting your Firm’s Collections with Clio Payments


About

Steve Harbaruk is a Senior Product Manager at Clio. He is part of Clio’s Product team and specializes in Clio’s, Billing and Payments functionalities. Steve has been a member of the Clio team for just over four years.

Clio presenter

Steve Thompson

Senior Development Manager at Clio

TrackClio University: Track 2

TopicSuite: Intake to Invoice to Referral


About

Steve is a Senior Development Manager at Clio and focuses on Clio’s Accounting and Billing areas. He has been part of the Clio team for three and a half years and loves working with Clio’s customers and integrators to provide great solutions for their firms.

Clio presenter

Tara Cain

Customer Enablement Team Lead at Clio

TrackClio University: Workshop

TopicAnatomy of a Bill Theme


About

Tara has been with Clio for just over 3 years and currently a Team Lead in Customer Enablement. Tara began her career in the legal industry back in the ’90s as a Legal Assistant before moving into software support and technical training. Her experience as a learning specialist within the legal industry gives her real-world experience that makes her relatable and her presentations relevant.

Clio presenter

Umaima Baig

Inside Sales Engineer at Clio

TrackClio University: Track 1

TopicTake Control with Clio Suite: Calendars & Tasks Management


About

Umaima is a Sales Engineer at Clio. She works with potential Clio customers to answer technical questions, adapts complex workflows, and speak about integrations. Previously she worked as an Onboarding Specialist where she focused on helping firms smoothly transition to Clio. She has a degree in Economics and a minor in Philosophy and enjoys listening to podcasts, playing board games, playing Ultimate Frisbee and relaxing on BC’s beautiful gulf islands.

Clio presenter

Victoria Gilmore

Employee Experience Coordinator at Clio


About

Victoria is a California native who is now based in Vancouver and works as a Coordinator on our Employee Experience team at Clio. She helps to make sure that employees across the company have the best experience possible! Passionate about living and creating an amazing culture at Clio, Victoria plans employee-facing events and wellness initiatives. Victoria is joining the 2019 Clio Cloud Conference team as a Co-Emcee!

I'm ready to get #cliocloud9 kicked off and learn more about being an innovative attorney to help more folks while increasing access to justice.

Kyle Pierce

The Law Offices of Kyle D. Pierce

Kyle Pierce
Clio Con is high energy, chocked full of excellent and timely topics, and I always leave inspired and with new ideas for improving life!

Cindy Horenstein

Horenstein Law Group PLLC

Cindy Horenstein
The Clio Cloud Conference serves up cutting-edge content and excellent networking opportunities. It’s perfect for like-minded attorneys eager to connect on increasing access to justice and building more efficient law firms.

Laurence Gendelman

Gendelman Law Group

Laurence Gendelman