Chad Burton, Esq. - Nysba

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Chad Burton, Esq.CuroLegalCEO70 Birch Alley, Suite 240Beavercreek, Ohio 45440800-406-7336cburton@curolegal.comChad Burton is a former litigator who developed one of the nation’s first “new model”law firms, leveraging cloud-based technology and modern business practices to developa lean virtual law firm. Chad has an unhealthy obsession with experimenting with thelatest legal and productivity technologies. If there’s a possibility it can be leveraged tobetter practice and serve clients, chances are he’s tested it out and annoyed the rest ofthe team about it.Chad serves on ABA Law Practice Division’s Council and as Chair of the Division’sFutures Initiative. He also serves on the Governing Board for ABA’s Center forInnovation. He regularly speaks around the country on topics related to legaltechnology, virtual law practice and the future of the legal profession.Chad has been quoted and published in publications like the ABA Journal, Inc., theAtlantic, and Entrepreneur Magazine. Chad was named to the Fastcase 50 list of globallegal innovators in 2014 and received an award by ALM for the Most Innovative Use ofTechnology for Firm in 2012.

Keith EmmerStartegix LLCPrincipal(212) 920-9205keith@startegix.comKeith Emmer, Esq., is the founder and managing partner of Startegix LLC, a strategiccommunications consultancy helping clients tell stories, position brands, managereputations and advocate issues through editorial media and across marketingchannels.Keith uses the power of strategic communications along with his experience as a lawyerand company co-founder to secure maximum leverage for his clients. His individual andteam recognitions include the PR News Award for Outstanding Media Exposure(Business Development); The International Academy of Digital Arts and SciencesWebby Award Official Honoree; and the American Bar Association Award of Excellence(for writing). Keith is based in New York City.

Marcia GoldenDJD/GoldenManaging Partner145 West 28th StreetNew York, NY 10001(212) 366-5033mgolden@djdgolden.comMarcia Golden is an experienced marketing, advertising and public relationsprofessional. Under her direction, DJD/Golden has worked in partnership with agencyclients, assisting them in targeting markets and developing a full spectrum of marketingtools, including public relations and corporate communications and social mediaprograms, sales collateral, newsletters, direct mail, website development andadvertising campaigns.Her team has produced marketing, advertising, promotional and public relationscampaigns in a host of industries, including the law, banking and finance, real estate,publishing, non-profit, consumer electronics, high tech and photography to name a few.In addition, she teaches classes in marketing, social media, public relations andadvertising. A former National Public Radio newscaster, she produced a syndicatedseries on the environment which led to a nomination to serve on the President’sCommission on the Environment. A native of Michigan, she is a graduate of MichiganState University.

Carol Schiro Greenwald, Ph.D.CSG MarketingPartnersConsultant(914) 834-9320carol@csgmarketingpartners.comCarol Schiro Greenwald, Ph.D, both a strategist and coach, helps her clients to combine managementand marketing techniques to increase profitability. She shows individuals and firms how to structure theirclient service and legal practice around their best clients. Her approach is captured in her book, BuildYour Practice the Logical Way – Maximize Your Client Relationships (First chair Press, American BarAssociation, 2012) which provides a guide to growing a practice by fully implementing three strategies: Understand key clients in their own world in order to be a proactive resource for them, Create client-focused communication and legal process protocols, and Prospect for new clients similar to the best current clients.Carol also coaches and trains individual attorneys in the personal skills needed for excellence in clientservice, business development and leadership.SELECTED SERVICES Client-centric audit of firm practices Client-centric firm strategies Client-focused research – in terms of the client’s world and/or relevant firm services Top client “80/20” analysis Client relationship — communication skills and protocols Cross-selling and lateral integration programs Partner and client one-on-one interviews Personal skills training and coaching programs Prospect targeting programs Referral relationship strategies Retreats – plan, lead, keynote speaker Targeted growth plans for firms, practice groups and/or individualsPROFESSIONAL BACKGROUNDCarol has worked in-house directing marketing, business development, marketing research, marketingcommunications and training programs for a variety of well-known professional services firms includingWhitman Breed Abbott & Morgan LLP [now Winston & Strawn], Haight, Gardner, Poor & Havens [nowHolland & Knight], Richard A. Eisner & Company, LLP [now EisnerAmper], KPMG Peat Marwick, BDOSeidman, and Grant Thornton. She was also a consultant with the MarketForce division of HildebrandtInternational before starting her own consultancy in 2000.Carol is a well-known speaker, author and contributor to many periodicals. She is currently a Co-Chair ofthe Law Practice Management Committee, Westchester County Bar Association; a member of theNYSBA Law Practice Management Committee and an ABA law practice division ‘Active.” She is PastPresident of the Legal Marketing Association, Metropolitan New York Chapter. Carol is also a Fellow ofthe prestigious College of Law Practice Management.She graduated cum laude from Smith College, Northampton, MA, received an M.A. in internationalrelations from Hunter College, CUNY and a Ph.D. in comparative constitutional and legal systems fromThe Graduate Center, CUNY. She did post-doctoral research on the federal court system as an Eli LillyFellow at the Bunting Institute of Radcliffe College.

Dan Lear, Esq.AvvoDirector of Industry RelationsSeattle, WAdlear@avvo.comDan is a technology lawyer, facilitator, and blogger. He is the cofounder of theSeattle Legal Technology and Innovation MeetUp, a self-styled “legal hacking” groupthat meets regularly to explore, identify, and implement unconventional solutions tolaw’s problems, big and small. He’s also blogged and written extensively about theprofession and its evolution on his blog Right Brain Law and for other online and printpublications.In his six years as a practicing attorney and more than ten years in the legalindustry, Dan worked for two lean “NewLaw” law firms, designed and implemented anonline program for procurement contract processing, and was a part of earlyinternational legal outsourcing efforts with a Fortune 500 company. He received his BAin International Studies from Brigham Young University, and his JD and MBA fromSeattle University.

Sally Robertson, Esq.LegalZoomVice President, Attorney Services101 N. Brand Blvd., 11th FloorGlendale, CA 91203(323) 337-0035srobertson@legalzoom.comSally Robertson is the Vice President of Attorney Services at LegalZoom, whereshe is responsible for the company's legal plans and managing the nationwide networkof attorneys that helps to support them. Ms. Robertson brings a unique combination oflegal and operational experience as well as online business expertise to her currentrole.Before joining LegalZoom in 2013, she was General Counsel for the international techcompany, Tigerspike, worked as a litigator at big and mid-sized firms, and had her ownstart-up company straight out of law school. She is licensed to practice in California and,as of last year, New York.When she has time, Ms. Robertson also likes to do pro bono work for organizations thatseek to close the access to justice gap, which is one of the primary reasons why shedecided to work at LegalZoom.

Nancy B. Schess, Esq.Klein Zelman RothermelJacobs & Schess LLPPartner485 Madison Ave # 15New York, NY 10022(212) 935-6020nschess@kleinzelman.comNancy Schess represents businesses, both locally and nationally, in diverse industriesincluding banking/finance, hospitality, entertainment, building services, manufacturing,and transportation. She practices in all facets of labor and employment law, includingequal employment compliance and litigation, wage and hour, FMLA and employeeleaves, and plant closing compliance. Ms. Schess also practices occupational safetyand health law.Working closely with clients, Ms. Schess develops and implements preventivepersonnel policies and strategies that foster litigation-free workplaces. She alsoprovides advice and counsel to help her clients successfully manage their personnelassets. Her experience includes developing and presenting customized trainingprograms on topics including “Prevention of Workplace Harassment,” “How to Conducta Defensible Internal Investigation,” “Tips on Effective Performance Management,”and other compliance issues.Ms. Schess is the co-founder of Gotham City Networking, Inc., an organization based inNew York City that offers networking opportunities across multiple industries. She hasappeared on television and radio and as a frequent speaker for professionalassociations and other groups.

Allison C. Shields, Esq.Legal Ease Consulting, Inc.President(631) 642-0221Allison@LegalEaseConsulting.comAllison C. Shields, Esq.,President of Legal Ease Consulting, Inc., shows law firms howto prevent lawyer meltdown and build a practice they take pleasure in, with clients theytruly care for.Allison was a practicing lawyer for 15 years, and worked as the Administrative Partnerat a multi-disciplinary law firm with offices on Long Island and in Manhattan that grewfrom 15 attorneys to over 50 attorneys during her time at the firm. After leaving the firmto start Legal Ease Consulting, Inc., Allison continued practicing part time for aManhattan law firm while building the consulting practice.As a result of her experience as both a lawyer and a law firm manager, Ms. Shieldsunderstands the law firm environment and the daily pressures faced by lawyers trying tomanage and build their business while practicing law and successfully serving theirclients.Allison’s experience includes spearheading marketing and business developmentinitiatives and aligning legal and administrative personnel to new direction and growth.She has enhanced internal communication systems and constructed systems andprocedures for such functions as billing, database management, personnel and filehandling, which result in increased efficiency and consistency. She has worked withtechnology professionals on such tasks as establishing law firm intranets and databasemanagement capabilities. As a practicing lawyer, Ms. Shields handled litigated mattersranging from premises and products liability to labor law and professional malpractice.Allison helps her clients create efficient, effective systems and operations to maximizeproductivity and enhance client experience. Allison’s clients learn how to identify andattract their ideal clients, improve their client intake and selection, increase client loyalty,develop client-friendly fee structures, and increase profits. With the rise of the internetand social media, Allison recognizes that lawyers must capture attention anddemonstrate their expertise online. She provides online marketing and social mediaservices and training for lawyers to help them maximize these important opportunities.

Allison is the author of the Legal Ease Blog, one of the ABA Journal’s 2009 Blawg 100.She writes the Simple Steps column for Law Practice Magazine and is a regularcolumnist for the Canadian blog, Slaw, and for the ABA Legal Technology ResourceCenter (LTRC) blog, Law Technology Today. She is a former contributor to Lawyerist.An author and lecturer, Allison has published articles numerous legal publicationsincluding Law Practice Today, Law Practice Magazine, Immigration Law Today,TechnoLawyer, The Suffolk Lawyer and The Nassau Lawyer, among others. Shelectures on marketing, social media, business development, productivity and practicemanagement for bar associations, law schools and other legal associations, and hasbeen a presenter at the ABA TECHSHOW, the leading legal technology conference andexpo.Allison is the co-author, with Dennis Kennedy, of the books, LinkedIn in One Hour forLawyers (now in its second edition) and Facebook in One Hour for Lawyers , publishedby the American Bar Association’s Law Practice Division and she is currently workingon a book on productivity for lawyers.Allison is a member of the American, New York State, Nassau and Suffolk County BarAssociations. She is currently a member of the Board of Directors for the Suffolk CountyBar Association, a past Chair of the Solo and Small Firm Practice Committee and a pastAssociate Dean of the Suffolk Academy of Law. She was Co-Chair of the MembershipCommittee of the Nassau County Bar Association and is the Vice Chair of thePublications Committee and Associate Editor of the Nassau Lawyer. In addition, Allisonis a member of the Council of the American Bar Association Law Practice Division andserves on the Board of the Legal Technology Resource Center and the PublishingBoard.Allison is now using her experience to help lawyers through consulting, coaching,training, workshops, webinars and teleclasses, and in offering free information throughher blog and free Lawyer Meltdown Newsletter, offered through her website.Ms. Shields is a cum laude graduate of Dickinson College, and was a Dean’s Listscholar at Fordham Law. While at Fordham, Ms. Shields was an editor of the UrbanLaw Journal and has served as a Vice President of their alumni board of directors. Sheis licensed to practice law in the New York State courts and in the federal courts of theSouthern and Eastern Districts of New York.

Mitch TobolCGT Marketing, LLCPartner275-B Dixon AvenueAmityville, New York 11701mtobol@cgtmarketing.com(631) 842-4600When you think of Mitch, think: energized and energizing, innovative and creative,forward-thinking and inspirational, doable and accountable.Count on Mitch to meet any marketing challenge with intelligent, sensible and valuablestrategies that will make your business thrive.Mitch’s broad range of experience includes international work with the New York StateDepartment of Economic Development GEMS (Global Export Marketing Services)Program assisting local companies to establish international distribution andrepresentation.Mitch’s marketing/advertising expertise is matched by his insatiable desire to learn andteach. He has taught a wide range of courses in local colleges, including in the HofstraUniversity Certificate in Entrepreneurship Program, and at C.W. Post, and Long IslandUniversity. He is also a dynamic speaker who is called upon for topics such asbranding, the new marketing paradigm, and Linkedin.Mitch has been acknowledged in Long Island Business News 2002, Who’s Who inGraphic Communications, and received the 2003 Long Island Ad Club Marketing Awardfor corporations under 5,000,000.When you speak to Mitch, we know you’ll think: Smart and clever, practical andprofitable–where do I sign up?

Philip Touitou, Esq.Hinshaw & Culbertson LLPPartner800 Third Avenue13th FloorNew York, NY 10022(212) 471-6200ptouitou@hinshawlaw.comPractice FocusPhilip Touitou has extensive experience representing clients in complex commercial litigation matters.His practice focuses on business disputes, including corporate class actions, breach of contract,breach of fiduciary duty, business torts, professional liability, directors and officers' liability, captiveinsurance liability and insurance coverage matters.Professional BackgroundMr. Touitou joined Hinshaw & Culbertson LLP in July 2004. Previously, he was a partner at a mid-sizedNew York law firm, where he served as chair of the firm's Continuing Legal Education Committee andas a member of the Partner-Associate Liaison Committee. From 1989 to 1992, Mr. Touitou was anassociate with the Newark, New Jersey, firm of Saiber Schlesinger Satz & Goldstein. In 1988, heworked as a judicial clerk/intern for Hon. Alfred M. Wolin of the U.S. District Court in Newark, NewJersey. Mr. Touitou is a member of the New York City Bar. He holds a Certificate of Proficiency inFrench from RutgersCollege.Representative MattersClients that Mr. Touitou has represented include Chubb Insurance Group; American InternationalGroup, Inc.; Gulf Insurance Group; Zurich N.A.; Westport Insurance (GE), Renaissance Re, CCCInsurance Co. (Bermuda), Ltd.; Western Union Corp., Inc.; Herbert Mines Associates, Inc.; HallmarkEntertainment Inc.; and Crowne Media Holdings, Inc.PublicationsMr. Touitou has been quoted in a number of publications, including The Wall Street Journal, New YorkLaw Journal and Risk & Insurance Magazine. His publications include “Directors and Officers: The Roleof Motive in Defining the Line Between Good Faith and Bad,” published in Bloomberg Law Reports ,Vol. 4, No. 2, February 7, 2011.

in International Studies from Brigham Young University, and his JD and MBA from Seattle University. Sally Robertson, Esq. LegalZoom . Vice President, Attorney Services. 101 N. Brand Blvd., 11. th. Floor Glendale, CA 91203 (323) 337-0035 . Nassau and Suffolk County Bar Associations. She is currently a member of the Board of Directors for the .