Key Service Areas:

• Competitive Intelligence Strategy, Analysis, and Coaching

• Business Development Skills, Teaching, and Coaching

• Retreats and Meetings Facilitations and Presentations

• Mergers & Acquisitions – Candidate Firm and Opportunity Analysis

Recent Representative Experience:

• Conducted an organizational audit for a AmLaw 50 firm. Developed new roles, responsibilities and an overall more comprehensive sales and marketing organization to provide stronger support to its global offices.

• Developed a merger candidate list for an AmLaw 100 firm and assisted in facilitating discussions between the firms.

• Conducted a Key Client and Competitor Market Share and Assessment Analysis for an AmLaw 100 firm.

• Conducted a market expansion analysis and assessment for an AmLaw 200 firm considering expansion into multiple markets.

• Facilitated a metrics-based Strategic Business Development Planning session for an AmLaw 200 firm.

• Consulted with numerous AmLaw 200 firms to streamline and standardize their market intelligence analysis and delivery. In the process, established new methodology for client assessment, risk and threat identification, and opportunity evaluation.

Professional Associations, Achievements, and Organizations

• Member, Legal Sales & Services Organization

• Member, Legal Marketing Association

• Member, Chief Sales Officers Boardroom

• 2004 – 2011: Faculty Member, Marketing Partner Association

• 2005 – 2009: Board Of Directors, State of Oklahoma, Court Appointed Special Advocate Association

Books

• Law Firm Leaders: A Collection of Tips From Experts; Tips Products International, 2010

• Author, Leveraging Competitive Intelligence

Recent Articles

• A Heuristic Approach To Algorithmic Competitive Intelligence; Hubbard One, 2011

• An Introduction to Leveraging Competitive Intelligence; Meritas, 2011

• Ask The Experts; LMA Strategies, 2011

• Leveraging Competitive Intelligence: Question The Answers; Hubbard One, 2011

Recent Presentations

• Digging For Gold In A Coal Mine; Legal Marketing Association (Southern California Chapter), 2012

• Competitive Business Intelligence: What Really Matters is ROI (Panelist); Legal Marketing Association New England Chapter Annual Conference, Boston, 2011

• Creating a Competitive Edge With Intelligence; Hubbard One Innovation Forum, 2011

• Developing A Competitive Edge Through Analytics, Legal Marketing Association (Ohio Chapter) 2011

• Strategy & The Art of Competitive Intelligence; Meritas Global Conference, Montreal, 2011

• Market & Financial Intelligence & Strategy; Association of Legal Administrators, Chicago, 2011

• Marketing Partner Forum; Program Facilitator, Competitive Intelligence and Law Firm Strategy, 2011

• Actionable Insight & Intelligence; Hubbard One Innovation Forum, 2010

• Business Development and The Art of Financial Benchmarking; Legal Marketing Association (Chicago, Indianapolis, and Virginia Chapters), 2010

• Developing and Integrating Sales Into Law Firms (Panelist); Hildebrandt Institute 2010

• Creating and Integrating A Sales Culture In Law Firms; Legal Marketing Association Annual Conference, 2010

• Trends in Effective Client and Team Selection – And What Lies Ahead; LSSO’s RainDance Conference 2010

• Integrating & Leveraging Marketing & Relationship Intelligence; Hubbard One 2010

• Financial Benchmarking & Competitive Strategy (Panelist); International Legal Technology Association, 2009 Annual Conference

• Business Development In An Economic Downturn (Panelist); American Society of Trial Consultants, 2009 Global Conference

Education

• B.S., Kinesiology; College of The Ozarks, 1994

• B.S., Business Management; College of The Ozarks, 1994