Reinventing Professionals

Reinventing Professionals

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Reinventing Professionals episodes

  • Understanding Law Firm Economics and Dynamic Forecasting

    I spoke with John Scott, an accounting partner with Anders CPAs and Advisors and the Legal Niche Leader at Summit VCFO Services by Anders. We discussed the most important financial metrics for growing a law firm, best practices for maximizing the leverage model, and how law firms take advantage of dynamic forecasting.

    12 min
  • The Shifting IT Security Paradigm in Law Firms

    I spoke with Josh Aaron, CEO of Aiden Technologies, a provider of modern, intelligent software packaging and deployment for Microsoft Windows. We discussed how law firms can improve their security posture and operational efficiency and how the IT security paradigm is shifting.

    11 min
  • How to Avoid Common Mistakes People Make in Retirement Planning

    I spoke with Taylor Willingham, the owner of Willingham Law Firm, an estate planning, probate, and elder practice, and WG Title, a title company, both based in McKinney, Texas. We discussed the most compelling issues in elder law, common mistakes people make in retirement planning, and how the field of elder law is changing.

    18 min
  • Generative AI and Predictability in the Dispute Resolution Process

    I spoke with Rich Lee, Co-Founder and CEO of New Era ADR, a technology company that increases predictability in the legal dispute process. We discussed the emerging technologies affecting the dispute resolution process, the role that chatbots and generative AI applications serve in ADR, and the skills required of modern neutrals.

    15 min
  • Disrupting CRM

    I spoke with Todd Miller, the CEO of TRĒ, an AI-powered customer relationship management platform. We discussed what lawyers should know about CRM, how TRĒ differs from traditional CRM, and how CRM is evolving.

    17 min
  • 2024 Association of Legal Administrators Annual Conference Mixtape

    During the 2024 Association of Legal Administrators (ALA) Annual Conference, I had the privilege of speaking to the following leaders for this #ALA2024 #Mixtape:

    ⭐ Jonathon Fishman, CEO, LeanLaw - Legal Billing Software
    ⭐ Debbie Foster, CEO, Affinity Consulting Group
    ⭐ Laura Leopard, Founder and General Manager, Leopard Solutions
    ⭐ Patricia Ann Nagy, Chief Strategy Officer, Proxy PR
    ⭐ Alaa Pasha, CEO, Maptician
    ⭐ Jeroen Plink, Co-Founder, LegalTechnology Hub
    ⭐ Jennifer Sherman, Chief Product & Experience Officer, CARET
    ⭐ Eric Thurston, CEO, SurePoint Technologies
    ⭐ Andre Wouansi, CEO, Accurate Legal Billing

    9 min
  • Optimizing Digital Transformation in Law Firms

    I spoke with Nicki Kastellorizios-Lee, an IT Communications Manager at Perkins Coie in Chicago. We discussed best practices for approaching digital transformation in law firms, the technology messaging challenges and ethical considerations for attracting the attention of modern legal professionals, and how IT leaders can empower the communications strategy of their teams.

    9 min
  • How Expert Witnesses Are Using Generative AI

    I spoke with Dr. Collin Starkweather, the Chief Data Scientist at Luminos.AI, a spinoff of Luminos.Law, where he was formerly Director of Data Science, and Dr. Izzy Nelken, a financial mathematician and the founder of Super Computer Consulting, which develops tools for securities pricing and valuation. We discussed how lawyers can determine whether their expert witnesses are using best practices and secure protocols with generative AI, guardrails law firms should implement, and how generative AI will affect expert services. Learn more about their work here and here.

    14 min

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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and…