
Marketing and Knowledge Management
Houston, Texas Area

Marketing and Knowledge Management
Houston, Texas Area
Possess a unique combination of skills as a seasoned business, law firm and non-profit association executive versed in a full range of management responsibilities. Capable and proven leader at developing and implementing strategic business concepts. Strong marketing and technical knowledge as well as extensive experience managing teams, budgets and projects. Skilled business analyst with emphasis on evaluating programs, processes and technology, and communicating value to executives. Highly rated public speaker, nationally known and recognized in legal management, marketing and technology topics.
Marketing and Communications, Business Development, Knowledge Management, Law Firm Practice Management, Legal Marketing, Legal Technology, Marketing Technologies, Electronic Transactions - Digital Signatures
(Partnership; Law Practice industry)
August 2007 — Present (2 years 4 months)
Primary Responsibilities: Marketing and Client Relations. Design and implement global Knowledge Management (KM) program for AmLaw 100 law firm.
• Business Strategy and Marketing Efforts for E-Discovery, Pharma and Health Industry Practice Groups.
• Develop and Drive Alternative Fee Arrangements (AFAs) for entire firm, including evaluating fee proposals, monitoring perfomance and meeting with clients.
• Redesign of multiple KM Initiatives, including Client Relationship Management, Competitive Intelligence, Experience Database, Research KM, and others.
• Business Development Coaching – Work with select attorneys to build and execute personal business plans.
(Legal Services industry)
November 1989 — August 2007 (17 years 10 months)
Responsible for development, management and operations of multiple departments.
• Communications – Designed and implemented marketing and communications program, including web sites, collateral, publications and PR.
• Continuing Legal Education – Directed seminars, events and conferences.
• Programs:
• Member Benefits/Services – Drove various affinity and service programs.
• Technology – Created and staffed department. Developed technology vision and strategy. Pioneered online membership management system.
• Access to Justice – Directed pro bono and access to justice projects.
(Sole Proprietorship; Myself Only; Legal Services industry)
March 2002 — July 2007 (5 years 5 months)
Provide strategic management, marketing and technology consulting to bar associations, law firms, legal departments and technology companies. Present seminars on business, technology and operational subjects. Served as a VP of Product Marketing for an online CLE provider and as a Shared CIO for four state bars.
(Legal Services industry)
2002 — 2003 (1 year )
Responsible for all corporate marketing, business development and sales.
(Public Company; 5001-10,000 employees; ZION; Banking industry)
2001 — 2002 (1 year )
Responsible for driving markets for multiple companies, including digital signatures, e-document workflow and online secure vaulting services. Directed industry research, strategic planning, competitive analysis and business development efforts.
(Partnership; 201-500 employees; Legal Services industry)
May 1994 — May 1995 (1 year 1 month)
Responsible for management and operations of law firm office, including financial, administration, marketing and operations. Prior service as a legal librarian among other administrative roles.
BS & MS , Economics , 1981 — 1991
Areas of Specialization: Advanced Micro and Macro Economics, Quantitative Analysis, Statistical Methods, and History of Economic Doctrines.
Knowledge Management, ALternative Fee Arrangements, Legal Technology, Web 2.0, Legal Marketing
ABA Affiliate Member
ILTA Member
National Association of Bar Executives (past member)
ABA TECHSHOW Presenter 2005-2008
ACLEA (past member)
ALA (past member)
COMMUNITY INVOLVMENT
Texas Access to Justice Commission, Communications Committee, 2008-present
Utah Access to Justice Task Force, 2006
SmartUTAH Foundation, Board of Trustees, 2000-2006
Chair, 2001-2006
Museum of Utah Art & History, CIO (Volunteer), 2003-2005
Multicultural Legal Center, Board of Trustees, 2000-2003
Treasurer, 2002-2003
Salt Lake Community College, Legal Assistant Advisory Committee, 1997-2006
Utah Electronic Commerce Council, Council Member, 2000-2002
Legal Aid Society of Salt Lake, Board of Trustees, 1993-1999
President, 1996-98
Fire Fighters’ Credit Union, Board of Trustees, 1996-1998
Westminster College, Legal Assistant Advisory Board, 1998-2000
Lawyers’ Food & Clothing Drive, Co-Chair, 1989-2006
South Davis Soccer Association, Coach, 1996-2006
NABE Peer Excellence Award - 2007
NABE IT Section, Founder and Chair - 2005-2007
NABE President’s Award Recipient - 2006
NABE Communications Section Anne Charles Award Recipient - 2006