Get inspired by our speakers—the best and brightest in legal (and beyond)

Each year, the legal industry’s best and brightest take the Clio Cloud Conference stage, presenting their powerful perspectives to an audience of their peers. Get ready to hear a unique story, skill, or experience from experts in their field.

For 2020, we’re focused on how to stay agile while navigating the times ahead, and how to set yourself up for success during times of uncertainty.

2020 Keynote speakers

Angela Duckworth

#1 New York Times best selling author
TED Talk sensation

Ben Crump

Civil rights attorney
Author, speaker, and producer

Seth Godin

New York Times best selling author
Business and marketing visionary

Jack Newton

CEO & Co-Founder at Clio

Angela Duckworth

Keynote presenter

Angela Duckworth

#1 New York Times best selling author
TED Talk sensation


About

Angela Duckworth is the Founder and CEO of Character Lab, a nonprofit whose mission is to advance the science and practice of character development. She is also the Christopher H. Browne Distinguished Professor of Psychology at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good initiative, and faculty co-director of Wharton People Analytics. 

A 2013 MacArthur Fellow, Angela has advised the White House, the World Bank, NBA and NFL teams, and Fortune 500 CEOs. 

Prior to her career in research, Angela founded a summer school for low-income children that was profiled as a Harvard Kennedy School case study and, in 2012, celebrated its twentieth anniversary. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia. 

Angela completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania. 

Angela has received numerous awards for her contributions to K-12 education, including a Beyond Z Award from the KIPP Foundation. Angela’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller.

Learn more about Angela >

Ben Crump headshot

Keynote presenter

Ben Crump

Civil rights attorney
Author, speaker, and producer


About

Benjamin Crump has established himself as one of the nation’s foremost lawyers and advocates for social justice, earning the nickname “Black America’s Attorney General”. His legal acumen has ensured that those marginalized in American society are protected by their nation’s contract with its constituency. He is the founder and principal owner of Ben Crump Law.

Crump’s tireless advocacy has led to legislation preventing excessive force and developing implicit bias training and policies. He has been nationally recognized as the 2014 NNPA Newsmaker of the Year, The National Trial Lawyers Top 100 Lawyers, and Ebony Magazine Power 100 Most Influential African Americans. 

He has represented families in several high-profile civil rights cases including Trayvon Martin, Michael Brown, Stephon Clark, as well as the residents of Flint, Michigan, who were affected by the poisoned water of the Flint River. Crump represented 9 of the 13 black women who were victims in the Holtzclaw Oklahoma City Police rape case in 2015 and worked on the precedent-setting U.S. Supreme Court case involving excessive police force against Robbie Tolan in 2008.

Crump is the President of the National Civil Rights Trial Lawyers Association and previously served as President of the National Bar Association.

Learn more about Ben >

Seth Godin

Keynote presenter

Seth Godin

New York Times best selling author
Business and marketing visionary


About

Seth Godin is the author of 19 books that have been bestsellers around the world and have been translated into more than 35 languages. He’s also the founder of the altMBA and The Marketing Seminar, online workshops that have transformed the work of thousands of people.

He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow. His latest book, This Is Marketing, was an instant bestseller around the world.

In addition to his writing and speaking, Seth has founded several companies, including Yoyodyne and Squidoo. His blog (which you can find by typing “seth” into Google) is one of the most popular in the world.

In 2018, he was inducted into the Marketing Hall of Fame. More than 10,000 people have taken his powerful workshops, including altMBA and The Marketing Seminar.

Learn more about Seth >

Jack Newton

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.

2020 Session speakers

Hank Greenberg

Shareholder, Greenberg Traurig

Nicole Bradick

CEO and Founder at Theory & Principle

Ed Walters

CEO of Fastcase

Katy Young

Managing Partner at Ad Astra Law

Haley Moss

Attorney, Author, Artist, & Autism Advocate

Kimberly Bennett

Founder & Attorney at K Bennett Law, Launch//Code 2020 Judge

Kelly Tanner

Client Services Manager at Cotney Construction Law

Brian Cuban

Speaker and Best-selling Author of "The Addicted Lawyer"

Brian King

Senior Partner and Managing Attorney at King Law

Matthew Matechik

Owner and Attorney at Matechik Law Firm

Arleesha Wilson

Attorney

Bill Henderson

Professor of Law, Editor of Legal Evolution, and Interim Director of Development, IFLP

Brooke Moore

Founder of MyVirtual.Lawyer

Bryan Parker

Attorney & Co-Founder / CEO at Legal Innovators

Erin Levine

Founder & CEO of Hello Divorce

Mike Whelan Jr.

Attorney, CEO at Lawyer Forward

Mitch Jackson

Senior Partner and Founding Attorney of Jackson & Wilson

Nika Kabiri, JD, PhD

Founder and Owner of Kabiri Consulting

Paula Davis-Laack

JD, MAPP

Shannon Salter, BA, LLB, LLM

Chair at Civil Resolution Tribunal, Professor of Law, and Board Member at CanLII

Stanley Tate

Founding Attorney, Tate Esq LLC

Presenter

Hank Greenberg

Shareholder, Greenberg Traurig

TopicDiscussion on the Future of Courts


About

Hank Greenberg is a shareholder with Greenberg Traurig and the immediate past President of NYSBA. A former Counsel to the NY Attorney General, General Counsel to a major NY agency and federal prosecutor, Hank has handled numerous high-profile matters. Hank served as Counsel to then New York State Attorney General, Andrew M. Cuomo (2007-2010) and worked on significant litigation and public policy initiatives. He also served as GCl for the NY State Department of Health (1995-2000), where he was the chief legal advisor to the Commissioner of Health. Hank served as Counsel to the Lieutenant Governor of New York State (1995), an Assistant US Attorney (AUSA) for the Northern District of NY (1990 to 1995). As an AUSA, he prosecuted numerous federal criminal cases, including white collar crime and public corruption. In June 2020, he was appointed as chair of the Commission on the Future of New York’s Courts. He is counsel to the NY State Commission on Judicial Nomination, chairs the Third Department Judicial Screening Committee, is a member of the State Judicial Screening Committee, the American Law Institute, the New York State Judicial Institute on Professionalism in the Law, and the Advisory Group of the New York State and Federal Judicial Council. He is vice chair of Statewide Programming for The Historical Society of the New York Courts, a Life Fellow of the New York Bar Foundation, and a Fellow of the American Bar Foundation.

Presenter

Nicole Bradick

CEO and Founder at Theory & Principle

TopicLaunch//Code 2020 Judge


About

Nicole Bradick is the Founder and Chief Executive Officer at Theory and Principle, a legal technology product design and development firm. Nicole and her team work with clients to create custom web and mobile applications exclusively related to law and justice. Prior to founding Theory and Principle, Nicole was a partner and Chief Strategy Officer at legal innovation firm CuroLegal. While at Curo, Nicole led the product team that built a number of acclaimed web applications in the legal space, including Hate Crime Help, Veterans Legal Checkup, ABA Blueprint, and LawHub. Nicole has been published or quoted in several national publications, including the Washington Post, the Boston Globe, the ABA Journal, Venture Beat, and more. She has spoken at countless global legal and technology events, including South by Southwest, Reinvent Law, and ABA TECHSHOW. For her work in this area, Nicole was named a 2012 ABA Journal “Legal Rebel” and was named to the Fastcase 50 list of global legal innovators in 2014. You can reach Nicole at nicole@theoryandprinciple.com, or on Twitter at @NicoleBradick. You can read her blog at https://medium.com/@nicolebradick

Presenter

Ed Walters

CEO of Fastcase

TopicLaunch//Code 2020 Judge


About

Ed Walters is the CEO of Fastcase, a legal publishing company based in Washington, D.C. Fastcase is one of the world’s fastest-growing legal publishers, serving more than 900,000 subscribers from around the world. Before founding Fastcase, Ed worked at Covington & Burling, in Washington D.C. and Brussels, where he advised Microsoft, Merck, SmithKline, the Business Software Alliance, the National Football League, and the National Hockey League. His practice focused on corporate advisory work for software companies and sports leagues, and intellectual property litigation. Ed earned an A.B. in government from Georgetown University and a J.D. from the University of Chicago. He served as an editor of The University of Chicago Law Review. From 1996-97, he served as a judicial clerk with the Hon. Emilio M. Garza on the U.S. Court of Appeals for the Fifth Circuit. He worked in The White House from 1991-93 in the Office of Media Affairs and the Office of Presidential Speechwriting. He is an adjunct professor at the Georgetown University Law Center and at Cornell Tech, where he teaches The Law of Robots, a class about the frontiers of law and technology. He is the editor of Data-Driven Law (Taylor & Francis 2018).

Presenter

Katy Young

Managing Partner at Ad Astra Law

TopicThrough Difficulties to the Stars: Putting the Client Experience First


About

On a typical day you’ll find Katy, Ad Astra’s managing partner and boss lady extraordinaire, out on the front lines advocating fiercely for her clients — as well as behind the scenes, helping to build a law firm full of wonderful people she’s proud of. “You miss 100% of the shots you don’t take” is one of Katy’s life mantras, and she’s never backed down from pursuing the outcome that represents a true victory for each client. Whether it’s settling a dispute between co-owners of a business, representing individuals in breach of fiduciary duty and unfair competition claims, or defending private companies in a securities action, Katy’s mix of empathy and determination makes her an ideal teammate, supporter, and champion in any legal action. Fellow attorneys regularly seek out Katy’s expertise as well, as she has expertise in emerging fields such as the cannabis industry. From tech companies to breweries, cannabis businesses to startups, Katy uses her razor-sharp legal skills to enable California’s brightest stars to do what they do best: focus on their businesses and their lives while she handles the disputes that are holding them back. When she’s not securing victories for her clients, she’s likely camping with her husband and two children, cooking for friends, or planning her next beach vacation.

Presenter

Haley Moss

Attorney, Author, Artist, & Autism Advocate

TopicInclusive Thinking: Neurodiversity for Lawyers


About

Haley Moss graduated from the University of Miami School of Law, where she was a Miami Public Interest Scholar committed to promoting access to justice for all. Haley was the Student Commencement Speaker at her law school graduation in May 2018. She passed the bar exam and is a member of The Florida Bar and today she is one of a handful of openly autistic attorneys. Haley is the author of two books: “Middle School: The Stuff Nobody Tells You About” and “A Freshman Survival Guide for College Students with Autism Spectrum Disorders: The Stuff Nobody Tells You About.” Her original writings about autism and her unique experiences as an autistic woman have also been featured in The Huffington Post, Elite Daily, The Mighty, and numerous other websites and publications. Haley also contributed an original essay and illustrated the cover artwork for the award-winning Autism Women’s Network anthology “What Every Autistic Girl Wishes Her Parents Knew.” Haley brings issues facing autistic people and their perspectives to the forefront through her writing and speaking, alongside her fundraising through artwork. She currently serves on the constituency board of UM-NSU CARD.

Presenter

Kimberly Bennett

Founder & Attorney at K Bennett Law, Launch//Code 2020 Judge

TopicLaunch//Code 2020 Judge


About

Kimberly is an avid traveler, lover of technology, legal industry disruptor, national speaker, and an attorney who runs K Bennett Law LLC, a boutique, virtual trademark and business strategy law practice exclusively offering subscription legal services. Her practice focuses on helping industry disruptors and social impact organizations build bold brands, grow their teams, and generate sustainable revenue. She has integrated the latest technologies into her practice with a focus on designing legal services that provide fast, flexible and frictionless solutions for her clients. In addition to managing her law firm, Kim is passionate about moving the legal industry forward and teaching lawyers how to apply business principles to create innovative and modern law practices. You can find Kim hosting her weekly live show, Watch Us Lead, coaching and consulting with service professionals on how to add subscription services to their businesses, and facilitating workshops and presentations on innovation, leadership, inclusion, and the future of law and the legal industry. Kim currently runs her tech-enabled, virtual law practice from Atlanta, GA. You can follow Kim (@kbennettlaw) across social media.

Presenter

Kelly Tanner

Client Services Manager at Cotney Construction Law

TopicFirm Spotlight: Mid-Market Firms Using Clio


About

Kelly Tanner joined Cotney Construction Law in March of 2018 and was instrumental in moving the firm from TimeSolv to Clio full suite. With 5 years’ experience in the customer service industry, Kelly is essential in ensuring customer experiences are remarkable at Cotney Construction Law. In 2019, Kelly was promoted to Client Services Manager, a role that also calls on Kelly to oversee engagement letters, conflict checks, lead conversion analysis & reporting, and more.

Presenter

Brian Cuban

Speaker and Best-selling Author of "The Addicted Lawyer"

TopicThe Addicted Lawyer


About

Brian Cuban, the younger brother of Dallas Mavericks owner and entrepreneur Mark Cuban, is a Dallas based attorney, author and addiction recovery advocate. He is a graduate of Penn State University and The University of Pittsburgh School of Law. Brian has been in long term recovery from alcohol, cocaine and bulimia since April of 2007. His first book, Shattered Image: My Triumph Over Body Dysmorphic Disorder, chronicles his first-hand experiences living with and recovering from twenty-seven years of eating disorders, and Body Dysmorphic Disorder (BDD). Brian’s most recent best-selling book, The Addicted Lawyer, Tales of The Bar, Booze, Blow, & Redemption is an un-flinching look back at how addiction and other mental health issues destroyed his career as a once successful lawyer and how he and others in the profession redefined their lives in recovery and found redemption. Brian has spoken at law schools, colleges, universities, conferences, non-profit and bar association events across the United States and in Canada. Brian has appeared on prestigious talk shows such as the Katie Couric Show as well as numerous media outlets around the country. He also writes extensively on these subjects. His columns have appeared and he has been quoted on these topics on CNN.com, Foxnews.com, The Huffington Post, Above The Law, The New York Times, and in online and print newspapers around the world.

Presenter

Brian King

Senior Partner and Managing Attorney at King Law

TopicFirm Spotlight: Mid-Market Firms Using Clio


About

Brian King is the senior partner and managing attorney of King Law and a 2020 Best of the Best Top 10 Attorneys for Family Law in North Carolina. Brian has been practicing law for more than a decade and is a lifelong resident of Rutherford County, North Carolina. In 2018, King Law made the decision to move from Amicus, PCLaw, and Worldox to Clio. Brian was a key player in this change across 14 offices all while juggling clients, managing a law firm, and 4 children! Since moving to Clio, King Law has jumped up 50% from 4 million to 6 million and have added 9 new attorneys and 3 new locations during 2020.

Presenter

Matthew Matechik

Owner and Attorney at Matechik Law Firm

TopicTurning Volatility into Vision


About

Attorney Matthew Matechik is the owner and Attorney at the Matechik Law Firm in Sarasota, Florida. He specializes in guardianships, estate planning, probate, and elder law. He strives to make access to an attorney as easy as possible by leveraging technology to connect with clients. During 2020, he has doubled down on these efforts by shedding his physical office space and pivoting to a primarily virtual law practice. He is proud to be among the first attorneys in Florida to take advantage of new laws authorizing the signing of estate documents, and other legal documents, entirely online. Mr. Matechik is the Chair of the Sarasota County Bar Association Elder Law Section. He also holds membership in the Florida State Guardianship Association, the Florida Bar’s Elder Law Section, Real Property, Probate & Trust Law Section, Solo & Small Firm Section, the Young Lawyers Division, and the local Elder Law Inn of Court. Mr. Matechik holds a B.A. magna cum laude from Florida State University and a J.D. cum laude from the University of Baltimore School of Law. Prior to practicing law, Mr. Matechik worked counterterrorism intelligence for the United States government for nearly a decade. He resides in Sarasota with his wife raising their two young daughters. When he finds the time, he enjoys online gaming, tabletop gaming, and reading about the latest consumer tech gadgets.

Presenter

Arleesha Wilson

Attorney

TopicTurning Volatility into Vision


About

Attorney Arleesha Wilson, “The People’s Esquire,” is an attorney passionate about providing legal services to the People! Arleesha believes that all should have access to justice, but understands that many end up in the justice gap—where they do not qualify for legal aid, but cannot afford a high priced retainer. Her nearly three-year-old law firm, the Law Office of Arleesha Wilson, services clients in the areas of real estate, bankruptcy, and family law. The goal of her business model is to close the Justice Gap, one client at a time. Outside of practicing law, Arleesha, her better half, and her two children enjoy spending time exploring local and national parks. Although Arleesha is a Cleveland native who takes great pride in being born and bred in 216, she enjoys traveling the world. She also enjoys real estate investing and wild dream of someday syndicating a multi-million-dollar deal. Arleesha sends positive vibes to the NSMBA executive board for this feature and welcomes any opportunity to build with members of NSMBA!

Presenter

Bill Henderson

Professor of Law, Editor of Legal Evolution, and Interim Director of Development, IFLP

TopicThe Practice of Law Reimagined


About

Bill Henderson is a Professor, a Legal Rebel, and one of the most influential people in legal education. Bill joined the IU Maurer School of Law faculty in 2003 following a visiting appointment at Chicago-Kent College of Law and a judicial clerkship for Judge Richard Cudahy of the U.S. Court of Appeals for the Seventh Circuit.  

 

Drawing upon more than a decade of research, Bill is a sought-after commentator on the changing legal marketplace. His observations and research have been frequently quoted in the New York Times, the Wall Street Journal, USA Today, the Atlantic Monthly, the Washington Monthly, The Economist, and National Public Radio. Bill’s essays and studies also frequently appear in the National Law Journal, The American Lawyer, and The ABA Journal.

 

Bill has accumulated numerous awards. In the last five years, he has been named:

  • One of the 100 Most Influential Lawyers in America by the National Law Journal, a list compiled just once every decade
  • The Most Influential Person in Legal Education by National Jurist Magazine
  • One of the inaugural group of “Legal Rebels” profiled by the ABA Journal

 

In 2010, Bill co-founded Lawyer Metrics, an applied research company focused on the legal industry.  Access Group acquired the company in 2015.

Presenter

Brooke Moore

Founder of MyVirtual.Lawyer

Topic10 Lessons Learned for Unconventional Law Firm Design


About

Brooke Moore is the Founder of MyVirtual.Lawyer, an online law firm model providing flat fee and subscription based limited scope services to self-represented litigants, individuals, and small businesses. After establishing the MVL brand in Arkansas she co-founded MVL Licensing, a LLC providing attorneys in other jurisdictions the opportunity to leverage the MVL brand, systems, and processes to implement limited scope, virtual components into their firms. She has also leveraged her experiences in law and life to co-found {Shift}her, a unique mindset-centric mastermind model created by women, for women to collaboratively level up in business and life. 

 

Brooke has worked on the Arkansas Access to Justice Commission’s task force on limited scope representation and serves on the UALR Bowen School of Law Rural Incubator committee and as Chair of the Arkansas Bar Association’s Continuing Education Committee. She is a 2013 graduate of the Arkansas Bar Association Leadership Academy and a 2015 recipient of the Judith Ryan Gray Outstanding Young Lawyer Award. She was a 2015-16 American Bar Association Law Practice Division Fellow and currently serves as a member of the ABA TECHSHOW Board and on the ABA Law Practice Division Council.  

 

In 2017 she was named as an American Bar Association Women in Legal Tech honoree and received the Fastcase 50 Award. She is a nationally recognized speaker and author on topics related to limited scope representation, virtual lawyering, legal technology, and well-being.

Presenter

Bryan Parker

Attorney & Co-Founder / CEO at Legal Innovators

TopicEquity in Practice: Driving Structural Legal Innovation with Data and Diversity


About

As CEO, Bryan runs the day-to-day operations of Legal Innovators. He understands the challenges of running corporate law practices and law firms. Not only is he trained in the law, he is also a leader in business. One of his passions is helping clients find innovative solutions to their hiring, pricing, diversity and inclusion challenges in an efficient and cost-effective manner. He can relate to the pressure today’s businesses face to reduce costs, while preserving quality. Bryan started his career with Shearman & Sterling LLC on the M&A team, where Legal Innovators Co-Founder Jonathan Greenblatt was his mentor. This relationship inspired Jon and Bryan to found Legal Innovators.

With a rich background in law, finance, and business, Bryan is skilled at managing and revitalizing large companies with hundred million dollar budgets. Previously, Bryan served as the CEO for DoubleDutch (now part of Cvent), a venture-backed, community-based technology company in California. At Affinity Media, he took a money-losing operation and helped transform it into a $200 million dollar thriving enterprise with operations in the United States, China, and Korea. Bryan also led the Internal Growth and Real Estate operations at DaVita – a Fortune 500 company. When he took over, his division was an underperforming $400 million dollar business. After over four years under his leadership, revenue grew to more than $800 million dollars, with an attractive profit profile.

In recognition of his corporate leadership, Bryan was selected for membership in the Executive Leadership Council — a national organization of African American CEOs and senior executives at Fortune 1000 and Fortune 500 companies.

Presenter

Erin Levine

Founder & CEO of Hello Divorce

TopicLaunch & Win: How to effectively market your legal “product”


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

Mike Whelan Jr.

Attorney, CEO at Lawyer Forward

TopicLawyer Forward: Focusing Your Ideas to Define Your Firm's New Normal


About

Mike Whelan, Jr. is an author and communications strategist for the legal industry. His book, Lawyer Forward: Finding Your Place in the Future of Law, helps lawyers turn self-acceptance into a business model. You can learn more about the book at lawyerforward.com and you can connect with Mike on Twitter and LinkedIn at mikewhelanjr

Presenter

Mitch Jackson

Senior Partner and Founding Attorney of Jackson & Wilson

TopicAmplify Your Legal Firm and Brand with Social Media


About

Mitch Jackson is an award winning California trial lawyer (2009 Orange County Trial Lawyer of the Year and 2013 California Litigation Lawyer of the Year) who enjoys combining law, social media and technology to disrupt, hack, and improve his clients’ companies, causes, and professional relationships. International best selling author, marketing and branding expert, Jay Baer, said it best, “You are probably the best in the world at lawyers using social media.”

 

When it comes to social media, Mitch walks his talk. In addition to speaking at Tony Robbin’s Business Mastery Event (2,000+ in the audiences) and being profiled at Inc.com, he’s also an early user of livestreaming (live video) and was named in a Mashable article as one of the top 50 influencers to follow on Snapchat. The ABA Journal included Mitch as one of the top Twitter accounts to follow on Twitter and he was also mentioned as one of the top social media influencers to follow on social media in 2017.

 

In addition to sharing his thoughts on using AR, VR, MR and AI in trial from the stage at the Clio Cloud Conference in New Orleans, Mitch has also spoken at the New York, San Francisco, Los Angeles, Periscope Summits (Summit.live), and Social Media Day San Diego. He has appeared on live video shows with Katie Couric, Anderson Cooper, Seth Godin, Peter Diamandis, and Gary Vaynerchuk. His live videos and podcast appearances, interviews and shows, have been watched, listened to and shared by hundreds of thousands.

 

Mitch is a consulting expert in the new book “Shame Nation” by Sue Scheff with the forward by Monica Lewinsky, and also a consulting expert in the California State Bar’s “Effective Introduction of Evidence in California- Chapter 54 Electronic and Social Media Evidence.” He’s been profiled and mentioned in about half a dozen social media marketing books including David Meerman Scott’s best-selling marketing books, “The New Rules of Marketing & PR (5th Edition published in 18 different languages)” and “The New Rules of Sales and Service.”

 

In his book, “The Ultimate Guide to Social Media For Business Owners, Professionals, and Entrepreneurs,” Mitch shares his best social media and communication tips, including the advice of 46 other global experts, to help business owners, professionals, and entrepreneurs, find success on social media.

Presenter

Nika Kabiri, JD, PhD

Founder and Owner of Kabiri Consulting

TopicLearn How to Make Better Choices with a Real-Life Decision Scientist


About

Nika has spent 20+ years studying how people make decisions in a variety of contexts. She has a PhD in Sociology from the University of Washington, where her academic focus was on choice theory and decision-making within constraints. She’s a faculty member at the University of Washington, where she teaches graduate and undergraduate courses on Decision Science.
Nika has spent 10+ years working with businesses of all sizes, across all industry categories, helping them drive strategic growth. Her clients have included Amazon, Microsoft, Sony, Oakley, PepsiCo, General Mills, Anheuser-Busch InBev, the Seattle Seahawks, VMware, Zillow, Expedia, Smartsheet, and the Sierra Club, just to name a few. She is also an Advisor at Madrona Venture Labs, where she helps startups get their footing.

Nika also has a JD from the University of Texas. She’s contributed to the Huffington Post and Seattle Business Magazine, and has been interviewed by Forbes and Market Watch.

Presenter

Paula Davis-Laack

JD, MAPP


About

Paula Davis-Laack, JD, MAPP, is a former practicing lawyer, speaker, consultant,
media contributor, and a stress and resilience expert who has designed and taught
burnout prevention and resilience workshops to thousands of professionals around
the world.

Paula left her law practice after seven years and earned a master’s degree in applied
positive psychology from the University of Pennsylvania. As part of her post-
graduate training, Paula was selected to be part of the University of Pennsylvania
faculty teaching and training resilience skills to soldiers as part of the Army’s
Comprehensive Soldier and Family Fitness program. The Penn team trained
resilience skills to more than 40,000 soldiers and their family members.

Paula will be publishing her first book with the Wharton School Press (University of
Pennsylvania) in March 2021. It will be about burnout prevention using a teams-
based approach. In addition, she will be co-teaching a new reading seminar about
resilience and leadership at Harvard Law School starting with the Spring 2021
semester.

Her expertise has been featured in and on The New York Times, O, The Oprah
Magazine, The Washington Post and in many legal publications. Paula is also a
contributor to Forbes, Fast Company and Psychology Today.

She is the Founder and CEO of the Stress & Resilience Institute, a training and
consulting firm that partners with law firms, corporate legal departments, and
organizations to help them reduce burnout and build resilience at the team, leader,
and organizational level (www.stressandresilience.com). You can reach Paula at
paula@stressandresilience.com.

Presenter

Shannon Salter, BA, LLB, LLM

Chair at Civil Resolution Tribunal, Professor of Law, and Board Member at CanLII

TopicThe Future of Courts Online


About

Shannon Salter is the Chair of the Civil Resolution Tribunal, Canada’s first online tribunal resolving small claims, condominium disputes, and motor vehicle accident disputes. She is also an adjunct professor at the UBC Allard School of Law, teaching administrative law and legal ethics and professional regulation. She earned her BA and LLB from UBC, and her LLM from the University of Toronto. Ms. Salter was a BC Supreme Court judicial law clerk before practicing civil litigation at a large Vancouver firm. She has served as a vice chair of the Workers’ Compensation Appeal Tribunal, vice president of the BC Council of Administrative Tribunals, and on the College of Registered Nurses of BC. Ms. Salter is currently a director of the BC Financial Services Authority, a Law Society of British Columbia disciplinary hearing panel member, board member of the Canadian Legal Information Institute (CanLII), and a director of Lexum. She is a co-author of the BC Administrative Decision Maker’s Manual, as well as a number of legal journal articles. In 2017, Ms. Salter was named one of the 25 Top Most Influential Lawyers in Canada, and was previously recognized as one of Canada’s New Law Pioneers by the Canadian Bar Association and an Access to Justice All-Star by the National Self-Represented Litigants Project (NSLAP). She received the Adam Albright award for outstanding teaching by an adjunct professor in 2016. Ms. Salter is also a fellow of the National Centre for Technology and Dispute Resolution at the University of Massachusetts and a visiting professor at the Sir Zelman Cowan Centre in Victoria University in Melbourne. Ms. Salter is a frequent speaker at international conferences on online dispute resolution, administrative law, legal education, and the future of law and technology.

Presenter

Stanley Tate

Founding Attorney, Tate Esq LLC

TopicStart, Observe, Iterate: Using Automation and No Code Tools to Deliver Rockstar Client Services


About

Stanley Tate is a native of Chicago’s south side obsessed with student loan law and typography. In between watching Being Mary Jane and The Good Wife, reliving his dreams of NBA stardom, and trying (and failing) to cook a perfect pot of rice, he helps clients develop their student loan repayment strategy. His law firm, Tate Esq. LLC offers a variety of student loan debt solutions from eliminating defaults, negotiating settlements, defending lawsuits, lowering monthly payments, and pursuing discharges in bankruptcy.

 

Stanley became a student loan attorney after struggling to find reliable, easy to read information on what to do with his own $100,000 student loan debt after law school. Establishing Tate Esq LLC, he took up a niche practice area and carved out a thriving business. Always iterating, Stanley has taken his practice to the next level by leveraging technology tools, automation, online marketing savvy, and a focus on excellent client service. Stanley has crafted a law practice that works for both him and his clients.

 

Stanley Tate is a sought-out speaker on student loans and presents to government agencies, universities, and non-profit organizations. Visit him online at tateesq.com.

2020 Clio speakers

Taylor DiGiulio

Customer Onboarding Specialist

Taylor Lecky

Customer Marketing Specialist

Sophie McKee-Wright

Associate Product Manager

Shauna Komaran

Customer Support Specialist

Scott Kramer

Director of Information Security

Rob Zend

Account Executive Team Lead

Rianne Chan

Talent Acquisition Specialist

Reagan Attle

VP of Marketing

Niamh Pollak

Corporate Counsel

Natalie Archibald

Interim VP People

Michelle Dunlea

Senior Director, Product Management

Meggie Javid

Senior Director, Strategic Initiatives

Matthieu Motillon

Customer Onboarding Specialist

Mark Walsh

Compliance Manager

Mabel Lozano-Lopez

Talent Acquisition Specialist

Kloë Cole

Product Designer

Jeremy Fernandes

Intermediate Customer Onboarding Specialist

Jeff Porter

General Manager, Mid-Market

Jason Liew

Customer Support Specialist

Ian Agard

Account Executive

Geraldine O'Reilly

Marketing Programs Manager, EMEA

Erin Walker

Director of Content & Communications

Emma Raimi-Zlatic

Affinity Program Manager

Daniel Steinberg

Senior Partner Account Manager

Dan Amiri-Fear

Customer Support Specialist

Claire Simpson

Senior Product Marketing Manager

Chris Baoukian

Account Executive

Bronwyn Larsen

Customer Experience Researcher

Ashley Duffy

Senior Channel Development Coordinator

Ani Phelan

Senior Product Manager

Andy Yu

Product Manager

Amir Globazi

Product Marketing Manager

Alicja Raszkowska

Systems Engineer, Production

George Psiharis

Chief Operating Officer

Joshua Lenon

Lawyer-In-Residence

Alim Jiwa

Product Manager

Amrit Minhas

Financial Accountant

Bailey Copithorne

Senior Product Designer at Clio

Elaine Winde

Product Manager

Gavin Miller

Senior Manager of Application Security

Hadi Qaisar

Sales Manager

Jeff Rambharack

Director of Product Management, Clio Manage

Jesse Harink

Manager, Employee Experience

John O'Connor

Sales Operations Analyst

Jonathan Watson

VP Engineering at Clio

Kane Lam

Account Representative

Karina Cebuliak

Customer Success Manager

Lisa Geerts

Manager, Strategic Planning

Madison Goddyn

Junior Product Designer

Mik Lernout

Vice President of Product

Nicole Sproule

Senior Sales Development Representative

Rio Peterson

Affinity Program Manager

Ryan Oakman

Knowledge and Self-Serve Coordinator

Samir Javer

Product Manager

Sarah Greig

Senior Product Manager

Shane Sharma

Research Operations Specialist

Adam La France

Product Manager at Clio

Ainsley Robertson

Manager, Developer Experience

Andrew Gay

Product Manager

Fiona Chiu

Research Analyst

Rebecca Liggins

Product Designer

Marc Dyer

Vice President, Customer Success

Robert Froment

Chief Financial Officer

Teresa Matich

Senior Content Strategist

Clio presenter

Taylor DiGiulio

Customer Onboarding Specialist


About

Meet Taylor DiGiulio, a Customer Onboarding Specialist at Clio. She has been with Clio for nearly a year, and is currently based out of our Vancouver, British Columbia office. During her time at Clio she has helped hundreds of firms leverage the Forms and Documents tools within Clio Grow. She’s passionate about helping legal professionals easily and effectively leverage technology in their day-to-day life!

Clio presenter

Taylor Lecky

Customer Marketing Specialist


About

Taylor Lecky is on our Customer Marketing team in Vancouver and has been with Clio just under two years. As the Community Manager, Taylor’s main objective is to help our customers connect with each other and make sure they’re getting the most out of their Clio experience. When she’s not engaging with our amazing customers, you can find her exploring the West Coast, checking out farmers markets and keeping her eyes peeled for wiener dogs on the street.

Clio presenter

Sophie McKee-Wright

Associate Product Manager


About

Sophie is a Product Manager at Clio. She works primarily on scheduling workflows, and loves talking to customers about how they organize their legal work in Clio. Sophie has been with Clio for one and a half years and has spent the last 4 years working in tech. When she’s not digging into customer problems she loves to cook, ski and is currently learning to play the ukulele.

Clio presenter

Shauna Komaran

Customer Support Specialist


About

Shauna is a Customer Support Specialist at Clio. She joined Clio just over a year ago, right after graduating with an International Economics degree from the University of British Columbia. Shauna manages the Net Promoter Score (NPS) initiative for the Support team and loves helping customers develop their own workflows so they can use Clio more efficiently and effectively.

Clio presenter

Scott Kramer

Director of Information Security


About

As the Director of Information Security at Clio, 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 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.

Clio presenter

Rob Zend

Account Executive Team Lead


About

Rob is an account executive at Clio where he consults with different law firms to find the best solution for their practice. Rob’s focus is on helping small and medium size businesses understand some of the challenges the firm is facing and how Clio can help. Rob has vast knowledge on the different features that Clio offers including document automation. Rob always tells his customers that the #1 goal for getting a system like Clio in place is how much time they will be able to save by utilizing features like document automation in their day to day activities.

Clio presenter

Rianne Chan

Talent Acquisition Specialist


About

Rianne is a Talent Acquisition Specialist at Clio. As part of the People team, Rianne partners with Product leaders across the company to find the brightest talent to join Clio, so that we can continue to transform an age-old industry while delivering a top product to our customers.

Clio presenter

Reagan Attle

VP of Marketing


About

Reagan is the Vice President of Marketing at Clio, the leading provider of cloud-based practice management software used by lawyers around the world. She oversees the company’s demand generation efforts, product and partner marketing, digital strategy, and brand. Reagan has worked in marketing for almost 20 years, building and leading high performing teams and managing through an IPO and over 10 acquisitions. Reagan has a strong balance of B2B and B2C marketing expertise, with deep knowledge of tech and the legal industry. She’s happiest with a complex spreadsheet and a soy latte.

Clio presenter

Niamh Pollak

Corporate Counsel


About

Niamh Pollak is Clio’s Corporate Counsel. She has over eighteen years of experience working in both private practice and in-house, in Europe, Canada and the US. She is admitted to practice law in British Columbia and Ireland. She currently lives in Vancouver.

Clio presenter

Natalie Archibald

Interim VP People


About

Natalie Archibald is the interim Vice President of People at Clio. An experienced people and culture leader, Registered Clinical Counsellor, and Leadership Coach, Natalie brings a unique perspective from her time in the public sector within the justice and healthcare systems. Passionate about helping make Canada’s workplaces and communities more successful, collaborative, and impactful, Natalie is on the Board of Directors for the Smart Justice Network of Canada and the organizing committee for One Girl Can. Outside of work, you can find her out on a run, cooking something delicious in the kitchen, or blasting ’90s hip-hop.

Clio presenter

Michelle Dunlea

Senior Director, Product Management


About

Michelle Dunlea is the Senior Director of Product at Clio. She runs our Client Experience portfolio which includes the Clio Grow product. Michelle has spent the last 10 years of her career developing products that help companies create digital, client-centric experiences that fuel their business growth. Originally from Ireland, Michelle is now based in Vancouver.

Clio presenter

Meggie Javid

Senior Director, Strategic Initiatives


About

Meggie Javid is the Senior Director, Strategic Initiatives 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.

Clio presenter

Matthieu Motillon

Customer Onboarding Specialist


About

Matthieu is a Customer Onboarding Specialist at Clio. During his journey at Clio, where he began as a Sales Representative, he has helped hundreds of firms adopt a more effective way to practice by understanding their goals and displaying how technology could improve more than just their day-to-day activities.

Clio presenter

Mark Walsh

Compliance Manager


About

Mark is the Compliance Manager at Clio. A Certified Information Systems Security Professional (CISSP) and Certified Information Privacy Professional (CIPP), Mark oversees Clio’s security compliance and data protection programs and works to champion user-centered security solutions for Clio’s customers. He is passionate about educating lawyers about technology, particularly in the areas of cybersecurity, privacy, and data protection.

Clio presenter

Mabel Lozano-Lopez

Talent Acquisition Specialist


About

Mabel Lozano is part of the Talent Acquisition team at Clio. She has helped our Engineering organization grow from 60 devs to over 100 now! While she can barely use her phone Mabel loves learning how technology is changing our lives and is excited to see how it’s shaping our world.

Clio presenter

Kloë Cole

Product Designer


About

Kloe is a product designer on Clio’s product team in Dublin, Ireland. There she focuses on localising and creating new features for our EMEA customers. Prior to Clio, Kloe worked in Saas companies in wealth management, banking, medical products and talent acquisition and holds a Bachelor of Science in Digital Media Design.

Clio presenter

Jeremy Fernandes

Intermediate Customer Onboarding Specialist


About

Jeremy is an Intermediate Customer Onboarding Specialist at Clio. He is responsible for delivering an exceptional experience for new customers as they transition over to using Clio by providing best practices and live training. In his spare time, you will likely find Jeremy flying a light aircraft in his spare time, or keeping an eye on his fantasy football players on Sundays.

Clio presenter

Jeff Porter

General Manager, Mid-Market


About

Jeff Porter is the General Manager of Clio’s Mid-Market segment which focuses on helping organizations with 20 or more employees leverage Clio’s cloud-based software to transform how they practice law. Jeff has worked with numerous growth stage technology companies and held leadership roles in Sales, Customer Success, and Channel and Alliances.

Clio presenter

Jason Liew

Customer Support Specialist


About

Jason is a Customer Support Specialist on Clio’s Customer Success team in Vancouver, Canada. With the CS Team he provides technical support for both Clio Manage and Clio Grow to Clio’s customers worldwide. Prior to Clio, Jason has worked with SAAS companies in the Real Estate industry, as well as, major Telecommunications companies in Canada. He holds a Bachelor of Science in Biology.

Clio presenter

Ian Agard

Account Executive


About

Ian Agard has been working at Clio for 2 years. He works on the Clio sales team in Toronto as an Account Executive. Each day, he works with law firms of 1-4 employees to evaluate Clio through online demonstrations. What Ian likes most about working at Clio is the opportunity he has to make a difference to attorney’s lives, by helping them adopt the right case management software that fits their needs. When he’s not working at Clio, Ian hosts a weekly tech sales podcast called “The Top 20 Percent”.

Clio presenter

Geraldine O'Reilly

Marketing Programs Manager, EMEA


About

Having had nearly a decade of experience in tech and the legal field, Geraldine has a deep understanding of the needs of businesses and lawyers. Geraldine leads Clio’s European events and community strategy and has spoken and moderated on many occasions about the future of legal, law firm growth, and cloud technology and security. Geraldine is also passionate about helping firms grow.

Clio presenter

Erin Walker

Director of Content & Communications


About

Erin Walker is the Director of Content and Communications at Clio. She leads the teams responsible for the amazing content at Clio, including the Legal Trends Report and the award-winning blog, as well as the Affinity program, which proudly holds relationships with over 66 bar partners. An editor who taught herself to code, Erin previously led the digital communications of Canada’s largest airport, has spoken internationally about crisis communications and how to build a brand voice, and worked in both book and magazine publishing

Clio presenter

Emma Raimi-Zlatic

Affinity Program Manager


About

Emma Raimi-Zlatic is Affinity Program Manager at Clio, the world’s leading cloud-based technology platform offering legal practice management, client intake and CRM software for legal professionals. She joined Clio with nearly a decade of combined experience in law and tech under her belt, and aims to use her unique background to help spur innovation in the legal field. As a JD who transitioned into a non-legal tech career after law school and has previously owned and operated her own business, she knows first-hand the needs of legal professionals and companies alike and regularly speaks on topics involving entrepreneurship, law firm marketing, automation, data privacy, security and cloud computing. She has also worked for a number of legal employers and tech startups in the past, including Lexicata, a legaltech company that was acquired by Clio in 2018. Emma resides in Los Angeles, CA

Clio presenter

Daniel Steinberg

Senior Partner Account Manager


About

As the Sr. Partner Account Manager at Clio, Daniel Steinberg focuses on scaling and maintaining Clio’s Consulting and App Ecosystem partners in order to help support the needs of law firms Globally. With a previous background in Sales & Accounting, Daniel brings a fresh outlook to the legal industry with a clear goal of streamlining the way lawyers practice law

Clio presenter

Dan Amiri-Fear

Customer Support Specialist


About

Dan is a Vancouver-based, member of the Clio Support Team. His primary role is to troubleshoot issues, overcome challenges and advise customers on best practices with regards to how to use Clio efficiently and effectively. Having spent six-years in the Royal Air Force as a cartographer, you know you’ll never get lost with his guidance, just don’t be surprised if he draws you a map on how to overcome a technical problem.

Clio presenter

Claire Simpson

Senior Product Marketing Manager


About

As a Senior Product Marketing Manager at Clio, Claire is responsible for bringing products and solutions to market. She’s driven to simplify the complex and connect customers to value. In 2020, she’s been focused on delivering solutions to help law firms adjust to working remotely while adapting to their clients’ changing needs.

Clio presenter

Chris Baoukian

Account Executive


About

Meet Chris Baoukian, he is an Account Executive who takes care of Clio’s velocity segment (1-4 users). He has been with Clio for a year and a half and is currently based out of Toronto, Ontario. During his time at Clio, he helps consult with solo and small firms to address inefficiencies within their practice. What he loves most about working at Clio is the drive and ambition every single Clion comes into work with each day!

Clio presenter

Bronwyn Larsen

Customer Experience Researcher


About

Bronwyn is a researcher with Clio’s Customer Insights team. As a trained digital anthropologist, she is responsible for studying how lawyers incorporate technology into all facets of their practice. Those learnings help Clio understand what our customers need most, and how we can design our products to best support them.

Clio presenter

Ashley Duffy

Senior Channel Development Coordinator


About

Ashley Duffy is the Senior Channel Development Coordinator for Clio’s Consulting and App Ecosystem partners. In her role, Ashley focuses on scaling & enabling these partner programs, while supporting partner exposure through marketing campaigns.

Clio presenter

Ani Phelan

Senior Product Manager


About

Ani Phelan is a Senior Product Manager at Clio. She works on the Client Experience portfolio, building tools to support demand generation and close the access to justice gap. Ani’s career has spanned a wide array of industries, with a focus on emerging technologies and trends. She joined Clio in April of 2020.

Clio presenter

Andy Yu

Product Manager


About

Andy Yu is the product manager at Clio, overseeing the accounting area of Clio Manage. Prior to his current role, Andy led the product development team at Sage and Bench building payroll and accounting software for bookkeepers and small business owners. Andy has a bachelor’s degree in Accounting and an MBA from Queen’s University.

Clio presenter

Amir Globazi

Product Marketing Manager


About

Amir Golbazi is a Product Marketing Manager at Clio. He manages the product marketing efforts for Clio’s Billing, Accounting and Payments functions. Amir has a finance background with experience managing payment products in both postpaid and the prepaid space.

Clio presenter

Alicja Raszkowska

Systems Engineer, Production


About

Alicja is a Systems Engineer at Clio. She has a background in quantitative economics and information systems, with experience ranging from data analytics to backend and infrastructure engineering. Alicja and her team maintain Clio’s infrastructure, ensuring its systems are secure, reliable, and performant. In her free time, Alicja plays the ukulele, knits, and volunteers as a mentor in the Vancouver tech community.

Clio presenter

George Psiharis

Chief Operating Officer

TopicThe 2020 Legal Trends Report; Insights to Action: Using Benchmark Data to Win Despite Adversity; Leading the Journey to Justice (Host); Clio Certified Consultant Channel Program (Host)


About

George is the Chief Operating Offer at Clio. Specializing in customer 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.

Clio presenter

Joshua Lenon

Lawyer-In-Residence

TopicDiscussion on the Future of Courts


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, Joshua 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 Reuter’s publishing departments in both the United States and Canada.

Clio presenter

Alim Jiwa

Product Manager

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

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

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

Elaine Winde

Product Manager

TrackClio University: Track 1

TopicProductive & Profitable: Best Billing Practices


About

Elaine Winde is a Product Manager at Clio. She is part of Clio’s Product team and specializes in Clio’s Billing and Payments functionalities. Elaine has been a member of the Clio Team for just over three years. Elaine has also worked in Technical Escalations and Customer Support roles at Clio.

Clio presenter

Gavin Miller

Senior Manager of Application Security

TrackClio University: Workshop

TopicSetting up your Clio Manage Account Workshop


About

Gavin is the Senior Application Security Manager at Clio. His background is diverse, having worked in multiple industries creating solutions for the Desktop, Mobile, Web, as well as extensive 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

Hadi Qaisar

Sales Manager

TrackClio University: Track 2

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


About

Hadi is a sales manager at Clio. He just celebrated his 2 years at Clio and over these two years he has had the chance to learn the different workflows and dynamics of how law firms function and it’s been his job to illustrate how to firms can streamline their processes with Clio so if you recently purchased Clio, you may have spoken with him or his team.

Clio presenter

Jeff Rambharack

Director of Product Management, Clio Manage

TrackClio University: Track 2

TopicWhat’s New in Clio


About

Jeff is the Director of Product Management for Clio Manage. He leads a team of product managers that are constantly listening to and working with law firms to find ways to make them more successful. He previously worked at Microsoft and Amazon and has become passionate about the opportunities for innovation in the legal industry.

Clio presenter

Jesse Harink

Manager, Employee Experience


About

Jesse is the Manager 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 both internal and external Clio events. After 2 incredible years as the EmCee of Clio Con in both San Diego and New Orleans, he is thrilled to be able to deliver the same energy and enthusiasm on this virtual platform. Worry not, the cameras will still capture the excitement, flair and colourful personality that he has brought in years past. Put on your dancing shoes, this is going to be the best experience yet!

Clio presenter

John O'Connor

Sales Operations Analyst

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

Kane Lam

Account Representative

TrackClio University: Track 2

TopicTime is Money: Efficient Attorney Workflows in Clio


About

Kane is an account executive who has been with Clio for the last three years. His previous talk at ClioCon 2019 was about novel ways of using Clio Manage “Time is Money: Efficient Attorney Workflows in Clio Manage”. Since then, he has worked on the inbound team helping legal service providers find the right combination of Clio and apps to help them run a smart and streamlined practice.

Clio presenter

Karina Cebuliak

Customer Success Manager

TrackClio University: Track 1

TopicProductive & Profitable: Best Billing Practices


About

Karina Cebuliak has worked in tech since 1998, back when the cloud was just something you saw in the sky! She is a Customer Success Manager at Clio, taking care of mid market firms, ranging from 30 to 130 employees. Her favorite part of the job is the relationships she has with her clients and sourcing out of the box solutions to their need

Clio presenter

Lisa Geerts

Manager, Strategic Planning

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

Madison Goddyn

Junior Product Designer

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

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

Nicole Sproule

Senior Sales Development Representative

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 law firms everyday to learn about their goals and challenges, helping them evaluate how Clio can 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 Manager

TrackClio University: Workshop

TopicAffinity Partners Workshop


About

Rio Peterson is the Affinity Programs Manager 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 egal 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

Ryan Oakman

Knowledge and Self-Serve Coordinator

TrackClio University: Workshop

TopicManage: Document Automation Workshop


About

Ryan is the Knowledge and Self-Serve Coordinator at Clio. As a former member of Clio’s Support Team, Ryan utilizes his knowledge of workflows and product features, like Document Automation, to help deliver an effortless experience to firms, saving them time and money so they can 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

Samir Javer

Product Manager

TrackClio University: Track 1

TopicThe Mobile Experience


About

Samir is a Product Manager at Clio, where he helps build Clio’s mobile apps for iOS and Android. He’s been with Clio for over 2 years, and loves interacting with customers to understand their needs. Samir was born and raised in Vancouver, British Columbia, and outside of work, he is often found playing, watching, or talking sports!

Clio presenter

Sarah Greig

Senior Product Manager

TrackClio University: Track 1

TopicTime Keeping 2.0: Measuring What Matters


About

Sarah Greig is a Senior Product Manager at Clio. She has spent the last three years working with designers and engineers to improve case management workflows in Clio Manage, and loves talking to customers about how they leverage legal tech to boost productivity in their firms. She has worked in tech for seven years and holds a Bachelor of Commerce degree from the UBC Sauder School of Business.

Clio presenter

Shane Sharma

Research Operations Specialist

TrackClio University: Track 2

TopicFirm Performance & Insights Using Clio Suite


About

As a member of our Customer Insights team, Shane helps us organize research projects and reach out to customers to participate in the user tests and interviews with various members of our organization. Shane’s passionate about finding new ways to engage with the legal industry and help us learn more about how we can have a positive impact on the community.

Clio Speaker - Adam La France

Clio presenter

Adam La France

Product Manager at Clio

TrackClio University: Track 2

TopicUnderstanding the Sales Funnel for Law Firms


About

Adam is a lawyer by trade but a builder at heart. As a Product Manager at Clio, he uses both his legal background and entrepreneurial experience to identify challenges our customers face and build new products and solutions to meet their needs. Prior to working at Clio, Adam founded a legal tech startup and was a lawyer, having practiced at a large business law firm and as a sole practitioner (was a Clio user!). Adam received his LL.B. & B.C.L. law degrees from McGill and is called to the Bar in British Columbia and Quebec.

Clio presenter

Ainsley Robertson

Manager, Developer Experience

TrackClio University: Track 1

TopicThe Most Efficient Workflows for Small Firms


About

Ainsley Robertson is the Manager of Developer Experience at Clio, which means she works on anything to do with building a high performing software development organization, focused on areas like culture, hiring brand and diversity & inclusion. In 2018, Ainsley lead an effort to more than double the women in software development at Clio in less than six months (check out the Clio Labs blog for the full story). Ainsley has also been a key leader in Clio’s diversity and inclusion efforts over the past 4 years and is a member of Clio’s inaugural DIBE Council, comprised of 7 representatives to champion diversity, inclusion, belonging and equity efforts on behalf of their fellow Clions.

Clio Speaker - Andrew Gay

Clio presenter

Andrew Gay

Product Manager

TrackIndustry Workshop

TopicClio Platform: Launch // Code Finals


About

Andrew Gay is a Product Manager at Clio. Andrew is responsible for the Microsoft integrations including Outlook, Teams, and OneDrive. Since joining Clio in 2015, Andrew has held a variety of roles including oversight of the Academic Access Program, the Affinity Program, Channel, and the App Ecosystem.

Clio Speaker - Fiona Chiu

Clio presenter

Fiona Chiu

Research Analyst

TrackClio University: Track 2

TopicDiving Into Data to Measure Your Firm's Success


About

Fiona Chiu is a Research Analyst on the Data Insights team at Clio. She is passionate about using data to uncover insights that inform strategy and decision-making across the business. Fiona has been part of Team Clio since 2017, after a career in investment management.

Clio presenter

Rebecca Liggins

Product Designer

TrackClio University: Track 1

TopicDeliver an Excellent Client Experience With Clio


About

Rebecca Liggins is a Product Designer at Clio. She works on our Platform portfolio building and maintaining systems to support our business and future initiatives. She’s an advocate for inclusive and accessible design and works with our customers to ensure we continue to improve the access of legal software. Originally from England, she’s now based in Vancouver where she enjoys mountain adventures on 2 wheels.

Clio presenter

Marc Dyer

Vice President, Customer Success

TrackClio University: Track 1

TopicInspiring Change: Gain an Even Bigger Edge with Clio


About

Marc Dyer is the Vice President of Customer Success at Clio. A prolific change agent with 20 years of experience in the Services and Technology industries, Marc has successfully lead change in startups and multibillion dollar enterprises alike. In 2016, Marc joined Clio and currently leads the award-winning teams that deliver customer enablement and support across the world, 24 hours a day, five days a week.

Clio presenter

Robert Froment

Chief Financial Officer

TrackClio University: Track 2

TopicBest Practices for Getting Paid


About

Rob is the CFO of Clio where he has held that position for the past 6+ years. With over 30 years of experience in senior finance leadership roles, including 11 years with a number of early stage venture-backed companies such as Cleankeys, CodeBaby, and MessagingDirect, and 14 years in public practice with Grant Thornton.

Clio presenter

Teresa Matich

Senior Content Strategist

TrackClio University: Track 1

TopicWhy Matters Matter


About

Teresa Matich is an experienced legal tech writer and editor. She’s the editor of the Clio Blog, and has written for publications such as GP Solo, Legal Technology Today, and Above the Law. She’s also interviewed dozens of practicing lawyers and leading legal industry thinkers, including Preet Bharara and Bryan Stevenson

More speakers coming soon!

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
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
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