1 2015 IADC/ FDCC Law Firm Management Conference Speaker Bios Jon Berkelhammer has a sophisticated trial practice and regularly appears in the state and federal trial and appellate courts in North Carolina and the North Carolina Business Courts, state and federal courts in other jurisdictions. He has defended catastrophic personal injury and product liability matters, as well as trade secret and intellectual property matters, in addition to a variety of commercial matters, such as disputes involving minority and majority shareholders and officer and director liability. He also has been retained and appeared in courts in other jurisdictions. He is active in the National Institute of Trial Advocacy, serving as an instructor at the Southeast Region Trial Skills Program held annually at the University of North Carolina at Chapel Hill. Matt Cairns represents the interests of individuals, insurers, manufacturers, transportation and other companies in diverse commercial, complex and traditional litigation matters in all state and federal courts and state agencies. Matt also serves as general counsel to several closely held businesses in New Hampshire. He is also experienced in general corporate and municipal representation, and risk management training. Since 1996, Matt has been an active member, award recipient, and leader of DRI The Voice of the Defense Bar, the largest international organization of attorneys committed to defending the interests of businesses and individuals in civil litigation. In October 2011, Matt completed a one-year term as the 2011 president of DRI. Matt is selected for inclusion in The Best Lawyers in America in the fields of Labor & Employment Litigation, Municipal Litigation, Personal Injury Litigation and Construction Litigation, for which Best Lawyers further recognized him as "Lawyer of the Year" 2015, Concord, NH. He is also selected to the 2014 list of New England Super Lawyers for Personal Injury Defense - Products. Matt is the only New Hampshire lawyer listed in the International Who's Who of Business Lawyers 2014 under Product Liability Defense. Brian Calistri devotes his practice to the litigation and trial of general and product liability cases and commercial matters in state and federal courts. A partner for 15 years at Weber Gallagher, a Philadelphia-based 120-attorney defense litigation firm, Brian is Chairman of the firm s General Liability and Product Liability practice groups and sits on the firm s five-person Board of Directors. As a trial lawyer, Brian has obtained jury defense verdicts in cases involving allegations of defective products, medical malpractice, maritime injuries and elevator accidents. Brian is
2 also general counsel for the Elevator Contractors' Council of Associated Builders & Contractors, a trade group representing the interests of nation-wide merit shop elevator service contractors. A Martindale-Hubbell "AV Preeminent" lawyer, Brian has also been included in the Pennsylvania edition of Super Lawyers every year since K. Kristann Carey is Vice President and Associate General Counsel with Constellation Brands - Beer Division. She is responsible for advising the company s U.S. beer business on matters involving state and federal regulatory compliance, trade practice, distributor relations, marketing and advertising, intellectual property and employee relations. She is also responsible for negotiating and drafting agreements as well as managing the company s litigation. Ms. Carey currently serves as Chair of the Corporate Counsel Committee of DRI. Prior to joining Constellation, Ms. Carey was Senior Counsel with McDonald s Corporation and a litigation attorney in the Chicago office of Seyfarth Shaw, LLP. Ms. Carey received her B.A. degree from the University of Wisconsin Madison and her J.D. from Loyola University of Chicago School of Law. Mr. Childs is Georgia-Pacific LLC s Assistant General Counsel, Litigation. In this position, he is responsible for all of Georgia-Pacific s litigation except employment and labor. Georgia-Pacific is an Atlanta, GA based private company owned by Koch Industries, Inc. His duties also include the management of the defense of the extensive asbestos personal injury litigation filed throughout the country. Prior to joining Georgia-Pacific, Mr. Childs was an equity partner in Sonnenschien, Nath & Rosenthal LLP in Chicago, Illinois. Previously he had been a partner at McDermott, Will & Emery in Chicago ( ) and Popham Haik in Minneapolis, Minnesota ( ). Throughout his career in private practice he was a civil trial lawyer who practiced primarily in multi-party, multi-jurisdictional toxic tort, products liability and complex commercial litigation. He tried to verdict more than 35 jury trials in both state and federal courts, and argued numerous appeals before state supreme courts and various federal appellate courts. Mr. Childs is admitted to the Minnesota, Illinois, Georgia, and North Dakota State Bar Associations, United States District Court for the District of Minnesota, the United States District Court for the Northern District of Illinois (Trial Bar), the United States Court of Appeals for the Fifth, Seventh and Eighth Circuits and the United States Supreme Court. He is past Chair of the Corporate Counsel Committee of the International Association of Defense Counsel (IADC); and has been an active member of the American Bar Association s Litigation Section; Minority Corporate Counsel Association (MCCA); Association of Corporate Counsel (ACC); Manufacturers Alliance for Productivity Innovation (MAPI); Center for Public Resources (CPR); Chief Litigation Counsel Association (CLCA); and the Georgia State Bar Association Diversity Program.
3 Robert L. Christie, who brings 33 years of trial experience and expertise to the firm, leads CLG. AV Rated in Martindale Hubbell and a Washington Law & Politics Super Lawyer since 2000, Mr. Christie is a 1977 graduate of the University of Washington and a 1980 graduate (cum laude) of the University of Puget Sound School of Law. He began his career as a law clerk to Honorable Vernon Pearson, Division II Court of Appeals. Bob has tried scores of cases throughout Washington State and the U.S. District Courts in Washington and Alaska. In his appellate practice, he has argued appeals in all divisions of the Washington Court of Appeals, the Washington State Supreme Court, Ninth Circuit Court of Appeals, the Federal Circuit Court of Appeals, and U.S. Supreme Court (on briefs). He has defended hundreds of police officers and scores of police departments in civil rights cases, both at trial and on appeal. Bob has served as co-chair of the Washington Pattern Instruction subcommittee charged with drafting civil rights instructions for use in Washington s superior courts. Admitted to membership in the Federation of Defense & Corporate Counsel, Bob chaired the substantive law section on Civil Rights and Public Entity Liability, responsible for authoring periodic newsletters to section members and substantive articles for the FDCC Quarterly. In August 2013 he was elected as one of nine directors to the FDCC. He has served as an instructor at the FDCC s Litigation Management College. Bob is also a member DRI. He writes and lectures frequently on risk management issues. Jay Courie is a Founding Member and the Managing Member of MGC. He represents businesses and individuals in a variety of matters including contract negotiations, employment matters, business development and strategic planning. As Managing Member, Jay devotes much of his time and energy to the evolving business of law. He is a frequent speaker on Law Firm Management topics including metrics, growth, governance, alternative fees and strategic planning. Jay also leads a dedicated team of lawyers and professionals at MGC Sports, representing both coaches and players in team negotiations, endorsement opportunities and NCAA matters. Jay is an NFL Players Association certified agent, as well as a member of the Sports Lawyers Association. Johnston Cox is a shareholder at GWB and is a valuable member of the firm s Columbia office. Johnston s practice centers on the representation of insurance companies; transportation companies with an emphasis on motor carriers; residential and commercial builders and contractors; municipalities; and local, regional and national retail establishments in a broad range of disputes. During his 18 year legal career, Johnston has gathered a wealth of legal knowledge and experience from representation of clients in those industries.
4 trusts and estates. Stephen A. Cozen is the founder and chairman of Cozen O'Connor, a Philadelphia-based law firm with 23 offices throughout the United States, the United Kingdom and Canada. Under Steve's leadership, the firm has grown from just four attorneys in 1970 to its present complement of more than 575 attorneys. Originally a boutique firm specializing in insurance related and commercial litigation (still one of its biggest strengths) today Cozen O'Connor is a full-service law firm serving its clients' needs in business and corporate matters; securities; bankruptcy; insolvency and restructuring; real estate; tax; public and project finance; health law; labor and employment matters; intellectual property; government relations, and An accomplished litigator and counselor, Steve is a Fellow in the American College of Trial Lawyers, a designation held by only the most respected and experienced court room practitioners, and he is a Fellow of the International Academy of Trial Lawyers and Litigation Counsel of America. He is also wellrecognized as a consummate strategist, an appellate advocate, and is frequently called upon for specialized appellate advice, counsel and oral advocacy before both State and Federal appellate courts. Steve is a nationally recognized lecturer and author on a wide variety of legal and litigation issues, and judicial opinions frequently cite his articles and texts as authoritative references. He is a former Board member and officer of the FDCC. He has for many years been the recipient of awards for being one of the most talented and powerful litigators in the country. Molly H. Craig is a partner at Hood Law Firm, LLC in Charleston, South Carolina where she and her firm of twenty-five lawyers focus exclusively on litigation. Ms. Craig is the Immediate Past President of the International Association of Defense Counsel, Past President of the South Carolina Defense Trial Attorneys Association, current Board member of DRI and current Board member of Lawyers for Civil Justice. She is also a member of the American Board of Trial Advocates, the International Academy of Trial Lawyers, Federation of Defense and Corporate Counsel, Association of Defense Trial Attorneys, and the Attorneys Committee for the National Center of State Courts. Ms. Craig has been recognized for inclusion in Chambers USA, listed in Best Lawyers in America and selected as one of South Carolina s Top 25 Super Lawyers. In 2011, Molly was the recipient of the Gold Compleat Lawyer Award given by the University of South Carolina School of Law Alumni Association. She was appointed National Coordinator for icivics by Justice Sandra Day O Connor (Ret.) in 2010 and also currently serves as South Carolina s State Coordinator for icivics.
5 Scott Golin is a Principal in the Law Firm Consulting Practice of Hoffman Alvary. He has spent more than eight years at the firm working with regional and national law firms on financial, strategic and management consulting engagements. Mr. Golin is responsible for The Hoffman Alvary Survey on Law Firm Economics. The Hoffman Alvary Survey is an annual survey of the strategic positioning and financial performance of selected law firms that now includes over 75 firms in more than a dozen major markets in the United States. Mr. Golin speaks regularly to organizations interested in trends within the legal profession including the Association of Legal Administrators (ALA) and the Legal Marketing Association (LMA). Prior to joining Hoffman Alvary, Mr. Golin spent five years focused on strategic initiatives at a multi-office AmLaw 100 law firm based in Washington, DC. His work included analyzing mergers and acquisitions for the firm, constructing profitability models and assisting firm management in the areas of forecasting, partner compensation, practice management and financial reporting. Marc H. Harwell is a member of the law firm of Leitner, Williams, Dooley & Napolitan, PLLC, which is located in Tennessee. In 1986, he earned his B.A. cum laude from the University of Tennessee at Knoxville. In 1989, he earned his J.D. at the University of Tennessee at Knoxville College of Law. He served on the Tennessee Law Review. For FDCC, he is the Co-Chair of this Law Firm Management Conference and is Vice-Chair of the Construction and of the Transportation sections. He is a member of the Board of Directors of the American Law Firm Association International (ALFA); is Chair Emeritus of the Transportation section of ALFA; and in 2013 was Chair of that section. He is a Disciplinary Hearing Committee Member of the Tennessee Supreme Court s Board of Professional Responsibility; is a Master of the American Inns of Court; is a Fellow of the Chattanooga Bar Foundation; is listed in The Best Lawyers in America in Construction law; is the Vice-President of the Board of Directors of the Chattanooga History Center; is a former Board Chairman of the American Heart Association, Hamilton County Unit; and has held numerous other positions in his community for the arts and for disabled and disadvantaged children. His litigation practice is devoted to the defense of commercial motor carriers, the construction industry, employment issues, insurance coverage disputes, products liability, and professional liability (architects, engineers, lawyers, title companies ).
6 Lisa Haynor is a partner in Habif, Arogeti & Wynne, LLP s professional services group who will do whatever it takes to help her clients be successful. Lisa has spent her entire professional career at HA&W and has more than 30 years of experience working with law firms and other professional services businesses providing accounting, tax, consulting and business advisory services. Lisa specializes in individual, partnership and corporate taxation, as well as providing consultations on compensation issues, initial practice structuring, succession planning and growth through acquisition or the addition of a partner. On a number of occasions Lisa has consulted law firm clients through their hiring structure, helping the firm determine the appropriate number of associates required to free up necessary time of executives to help the firm achieve significant growth. Martin J. Healy focuses his practice on complex litigation, including class actions and multi-district litigation, in state and federal courts across the country. He specializes in the defense of drug and medical device and toxic tort claims and has managed national litigation for global pharmaceutical and engineering companies. In this role, Mr. Healy has been responsible for thousands of cases, filed in numerous jurisdictions, from initial pleadings through trial. Mr. Healy also has significant experience defending class actions. As part of a team responsible for the defense of multiple nationwide class actions, he has worked on all phases of class litigation - from initial counseling and crisis management, to the development of trial and motion strategies for defeating class certification, to the application of settlement strategies for obtaining the approval of a nationwide class settlement. Rick Hess is a former practicing attorney who began his legal spend management career in 1987 as Legal Auditor with Legalgard Inc. He then spearheaded Legalgard s expansion efforts and opened and managed Legalgard s Southeast Regional branch in Atlanta, GA in Rick returned to Philadelphia in 1996 as Vice President and Special Projects Manager where he subsequently continued in that capacity for Computer Sciences Corporation. From 2003 to 2007, he served the Southern District of NY as Court-appointed Legal Fee Expert and Account Manager for the Enron, WorldCom and Adelphia bankruptcies prior to coming on board with Bottomline Technologies Inc. as Appeals Manager since During his career, Rick has provided a wide spectrum of complimentary legal spend management services for insurance, corporate, bankruptcy and government entities including training seminars, billing guideline development and litigation management. A number of his law practice litigation work product has been
7 published by West Publishing Company. Prior to his legal spend management career, Rick was a hospital department manager. He received his JD in 1989 from Widener University Law School. Rick and his wife Karen currently reside in Ocean Isle Beach, NC. Michael D. Huber is a founding and managing member of Cray Huber Horstman Heil & VanAusdal LLC, a litigation and counseling firm in Chicago, Illinois. He has a national trial practice that focuses on complex commercial and catastrophic tort litigation and counseling. Mr. Huber is a member of the Illinois and Indiana state bars as well as the United States Supreme Court and various federal courts and trial bars. He is a former faculty member of the International Association of Defense Counsel Trial Academy, is a member of the Defense Research Institute and has written and lectured on various topics including the use of courtroom technology, trial tactics and handling high exposure cases in difficult venues. Mr. Huber also serves in the capacity of private mediator and arbitrator in a wide variety of actions and as an expert witness in bad-faith and professional liability matters. Rob Hunter repeatedly has broken new ground for in-house counsel. In 2008 he became the first in-house counsel in 76 years to serve as President of the IADC and next month will become the first in-house counsel to serve as President of the Lawyers for Civil Justice. Today he is the first in-house counsel to serve as Dean of the Corporate Counsel College. In part because of these milestones, in 2013 Rob was named to the inaugural Corporate 100, a list of the top 100 in-house counsel in the US, and was named Outstanding Corporate Counsel by the Birmingham Business Journal. Rob has served on the Boards of Directors for the IADC, the DRI, Lawyers for Civil Justice, and the Product Liability Advisory Council. He has served on the advisory boards for the Corporate Counsel College, the International Corporate Counsel College, the Southwestern Institute for International and Comparative Law, and the Duke Law Center for Judicial Studies. Rob received his Bachelor of Science in Mechanical Engineering from Mississippi State University and his Juris Doctorate from Cornell University. Lauren Leonard is the Vice President of Legal Solutions where she draws upon her 13 years of experience in managing the Litigation Support Department at Shook, Hardy & Bacon L.L.P in Kansas City, MO. Her team consisted of 20+ staff from Senior Project Managers to Database Editors. Lauren's unique background experience allows her to work with corporations and law firms alike to develop solutions, processes and best practices for handling "bet the farm" cases. In addition, she brings an extremely high level of technical experience and a broad knowledge of applications.
8 Since joining UnitedLex, Lauren has been instrumental in framing and implementing processes and solutions for clients in order to affect great efficiency and cost savings as it relates to litigation. David Leskauskas serves as Senior Vice President and Chief Claims Officer for Mitsui Sumitomo Marine Management (U.S.A.), Inc. Mitsui Sumitomo Marine Management (U.S.A.), Inc. is responsible for managing the U.S. Group Insurance Companies, Mitsui Sumitomo Insurance Company of America and Mitsui Sumitomo Insurance USA Inc. In his capacity as Senior Vice President and Chief Claims Officer, Mr. Leskauskas is responsible for managing and directing all aspects of claim department operations. He is responsible for overseeing all operational, regulatory and compliance areas, including the development and implementation of litigation management and claim handling guidelines for all casualty claims countrywide. In addition, Mr. Leskauskas is responsible for managing the Claims Technical Program and Operational Audit Program, ensuring compliance with all internal and external regulatory guidelines and procedures. Mr. Leskauskas has over 20 years of insurance industry experience having held various management positions within the industry. Mr. Leskauskas is a member of the Federation of Defense & Corporate Counsel. Mike Lucey began his legal career at Gordon & Rees in 1981, and he has been a partner in the San Francisco office since Mr. Lucey served as Firm wide Managing Partner, where he led Gordon & Rees through a transition from a regional law firm to a national platform. Mr. Lucey started the Employment Group at Gordon & Rees, which is now the largest firm-wide practice group. For over 25 years, he has specialized in employment law and related litigation and has obtained defense verdicts in numerous cases involving discrimination, harassment and retaliation under Title VII, Title IX, FEHA, ADA, FMLA, and B&P Code Sec Mr. Lucey also advises management on compliance with employment laws, including the investigation and evaluation of internal complaints of harassment and discrimination. He is trial counsel for several California Colleges and Universities. Mr. Lucey is a fellow of the American College of Trial Lawyers, a member of the American Board of Trial Advocates, and a past President of the Federation of Defense and Corporate Counsel. He has served on the Boards of The Association of Defense counsel, DRI, and the Legal Aid Society.
9 Joe Mais is an experienced trial lawyer who has tried more than 20 jury trials, bench trials and arbitrations. He also has served as lead counsel in many significant matters that were successfully resolved before trial. He has served as lead counsel in a wide range of matters including multiple securities, intellectual property, and consumer actions, as well as contract, business tort and real estate litigation. Joe is currently ranked by Chambers as an Arizona Band One litigator, and described as a "top-flight litigator much admired for the clarity of his thinking. " He is currently listed by Best Lawyers in America in both Commercial Litigation and Bet-the-Company Litigation. One reviewer said: "Joe is great at reading the overall situation... putting forward the most compelling arguments and knowing what to leave aside." He is also currently recognized by Benchmark Litigation as a "Local Litigation Star," and as a leading litigator by Southwest Super Lawyers. Bob Manlowe is a member in Williams Kastner s Seattle office. His practice involves Complex Litigation Management, ESI/e-Discovery consultation services, Crisis Management and Media Relations. Mr. Manlowe serves as National Coordinating Counsel for clients involved in mass tort cases. In addition, Mr. Manlowe provides consultation services to numerous companies in the areas of complex litigation management and ESI/e- Discovery. Mr. Manlowe's experience in Crisis Management ranges from catastrophic incident response to high profile sports figure firing, to software piracy, as well as the resulting governmental and media investigations of these and many other matters. He currently serves on the Crisis Management Teams for several companies in the product manufacturing, construction and industrial sectors. Mr. Manlowe collaborates with his clients as their trusted advisor to set up high performance teams and is a leader in the use of technology systems to ensure the cost effective management of their claims. Rob Marcus is an experienced trial attorney who also served for several years as the Managing Partner of his law firm. Over the last 20 years, Rob has developed a diverse litigation practice, giving him a wide range of trial experience in high-stakes, complex business disputes. He has litigated significant cases involving securities and financial disputes, insurance coverage matters, contract enforcement, and class actions and personal injury claims. Rob has litigated matters throughout the state and federal courts in North Carolina, with significant experience in litigating in the North Carolina Business Court. Rob has also handled matters throughout the Southeast and elsewhere. He is well versed in alternative dispute resolution, including arbitration and mediation.
10 Hunter McMahon s work focuses on preventing and responding to ediscovery and data compliance matters by helping clients understand and mitigate risk and costs. During his tenure in the industry, Hunter has served as both a testifying and consulting expert, retained by Fortune 500 corporations and Am Law 100 law firms. Hunter s background in both law and technology provides clients dual insight into complex investigative and discovery matters, often surrounding ESI. Hunter acts as a 30(b)(6) witness and as an ediscovery liaison for clients, advising on all stages of the EDRM in effort to increase defensibility, efficiency, and reasonability of the ediscovery process. Kelly Milius serves as the Alternative Fee Arrangement Professional Support Lawyer at Perkins Coie, LLP, ranked #49 on the AmLaw 100 list for Based in Phoenix, AZ, she works with firm partners and management to structure, price, draft, implement and manage the entire spectrum of value-based fee models for over 950 lawyers with 19 offices across the United States and Asia. Kelly is also working with management to develop and train attorneys in matter management best practices and process improvement initiatives. Under her leadership, Kelly spearheaded the submission process that led to winning a coveted spot as a 2014 ACC Value Champion. Prior to Perkins, Kelly acted as legal counsel to Manatt, Phelps & Phillips, LLP for over 10 years in connection with a wide variety of legal issues relating to law firm risk management, including the intake of new business and fee arrangements, attorney ethics and conflicts of interest issues, employment law, bad debt and collection, and contract law. Mrs. Milius worked as a law clerk in the Los Angeles office of Epstein, Becker & Green, P.C. working mainly on labor and employment matters. Kelly received her B.S. from the University of California, Los Angeles in 1995, Cum Laude, and received her J.D. from Loyola Law School in 1999 (1999 Scott Moot Court Member and Dean s Honor List). Cordell Parvin practiced law for more than 36 years, beginning with a small firm in Roanoke, Virginia and ending with a large firm in Dallas, Texas. He was a Practice Group Leader and developed a highly successful national construction law practice. Cordell frequently speaks to law students and recent graduates on career success. During his career, Cordell taught, mentored and coached young lawyers on their careers, professionalism, client development, and work-life balance. At Jenkens & Gilchrist, PC, Cordell initiated and directed the firm s Attorney Development Program. He created a comprehensive program for associate development focused on skill development, mentoring, shadowing and career planning. Cordell also coached senior associates and junior partners on client development.
11 In 2005, Cordell left Jenkens & Gilchrist, PC and began teaching and coaching lawyers throughout North America. On his Blog, Cordell writes about career and client development. There is a place on his Blog where you can subscribe by or choose to receive the blog through RSS feeds. Cordell is also on LinkedIn, Twitter, and has a coaching group page on Facebook, where he posts materials he thinks you will find helpful. Todd Raskin is a founding partner of Mazanec, Raskin & Ryder, Co., L.P.A., which has offices in Cleveland and Columbus, Ohio. Todd has tried more than 100 cases to conclusion in 35 years of private practice. Todd has a diverse practice with an emphasis on civil rights and government liability defense, as well as, the defense of employers, both public and private. He also has considerable experience in the defense of professionals, including doctors, lawyers, architects, engineers, and behavioral health professionals. He has successfully represented his clients in state and federal courts throughout Ohio and surrounding states, including in the United States Circuit Court of Appeals for the Sixth Circuit and the Ohio Supreme Court. Todd has been selected as an Ohio SuperLawyer during each of the past four years in the primary practice area of state, local, and municipal government liability and during the past five years for inclusion in Best Lawyers of America in the practice area of civil rights law. Todd was named lawyer of the year in Civil Rights for Cleveland, Ohio in 2013 by Best Lawyers in America. Martindale Hubbell has awarded Todd an AV preeminent rating. Vicki Roberts is Vice President and Counsel to Meadowbrook Insurance Group. She heads an in-house law department which provides coverage advice and manages claims and underwriting-related litigation nationwide. An honors graduate of Mount Holyoke College, and the Villanova School of Law, she has served as an officer at CIGNA, where she managed environmental claims as well as the litigation management and staff counsel operation. At a subsidiary of Kemper, she was general counsel and head of claims. For many years, she was also a partner in private practice in Philadelphia, counseling carriers and acting as national coordinating counsel for environmental matters for a major chemical company. Vicki has testified as an expert on claim handling and bad faith and has spoken numerous times internationally on good faith claim handling, coverage and environmental law topics. She serves as president of the Federation of Defense and Corporate Counsel.
12 Johnny Sarber has been a shareholder with Marks Gray, P.A. in Jacksonville, Florida, since 1999, and he serves on the firm s Management and Compensation Committees. As an FDCC member, he has chaired the Transportation Section, the Corporate Counsel Symposium, and the Corporate Counsel Initiatives Committee. Johnny is a former president of the Florida Defense Lawyers Association. His practice primarily involves the defense of commercial motor vehicle and common carrier accidents, negligent security claims and other premises liability incidents, and false arrest, excessive force, and civil rights violation claims against law enforcement. Sally Schmidt is President of Schmidt Marketing, Inc. in Edina, Minnesota, offering marketing services to law firms. The company's consulting clients have included over 400 law firms throughout the United States, Canada, Mexico, Europe, New Zealand and Australia, ranging in size from two to over three thousand attorneys. Sally was a founder and the first President of the Legal Marketing Association (LMA) (formerly called NALFMA). In 1994, she was inducted as a Fellow into the inaugural class of the College of Law Practice Management and is presently a trustee. In 2007, Sally was inducted into the Legal Marketing Association's first Hall of Fame and was the recipient of a Lifetime Achievement Award. A frequent industry presenter, Sally has spoken at more than 200 national and international seminars and conferences for the legal profession, including programs sponsored by The American Lawyer, The National Law Journal, Practicing Law Institute, LMA, the ABA, and the Association of Legal Administrators. She also is currently an advisor for Attorney at Work, a new online program. Sally's articles have appeared in The National Law Journal, Marketing for Lawyers, The American Lawyer, Lexpert and other legal trade publications. Barney Shultz is Vice President Counsel at State Farm Mutual Automobile Insurance Company in Bloomington, IL. Shultz heads the Litigation Division of the Corporate Law Department and oversees its Litigation, Human Resources/Agency, Litigation Support and Information Management and Technology sections. He joined State Farm in July 2012 after 34 years of private practice with the Heyl Royster law firm in Illinois. While in private practice, he tried lawsuits and argued appeals throughout Illinois and appeared as trial counsel in other states, such as West Virginia, Missouri, and California. Twenty-five years of his practice were spent in Madison County, Illinois. Shultz received his undergraduate and law degrees from the University of Illinois in 1975 and 1978 and he served two terms as member of the College of Law s Board of Visitors. He was elected a Fellow of the American College of Trial Lawyers in 2008.
13 Edward Sledge is a partner in Bradley Arant Boult Cummings LLP s Birmingham, Alabama, office. Mr. Sledge has a broad civil trial practice representing businesses across the nation in commercial, class action, financial services, and intellectual property litigation. He also represents a variety of businesses in personal injury and product liability matters. Mr. Sledge is a frequent lecturer and author on civil litigation and trial issues. In the past year, he has co-written articles for the IADC s Defense Counsel Journal and the Alabama Lawyer. He has also spoken at the IADC s midyear and annual meeting, and he has addressed the Alabama Association of Corporate Counsel, the Military Law Symposium, and the Alabama Lawyers Hall of Fame. Mr. Sledge serves as the Chair of the Alabama State Bar s Leadership Forum Section, the Chair or the Alabama State Bar s Service Members and Veterans Support Task Force, and the Chair of the IADC s Business Litigation Committee. For the past two years, he has received the Alabama State Bar s President s Award, which is presented to members of the bar who best exemplify the Alabama State Bar motto, Lawyers Render Service. Mr. Sledge is listed in The Best Lawyers in America, Alabama Super Lawyers (Top 50) and in other publications, and is a Fellow of the American Bar Foundation. Mr. Sledge is a 1995 graduate of the United States Military Academy at West Point and a 2003 graduate of The University of Alabama School of Law. After graduation from West Point, Mr. Sledge served with the 3rd Infantry Division at Fort Stewart, Georgia, as an armor platoon leader, infantry mortar platoon leader, assistant battalion operations officer, and battalion logistics officer. Mr. Sneath is a principal shareholder and business trial attorney with Picadio Sneath Miller & Norton, P.C. in Pittsburgh, Pa. specializing in business, intellectual property, insurance, energy sector and tort litigation matters. He has been designated by his peers as a Pennsylvania Super Lawyer in the fields of Business and Intellectual Property Litigation and is listed in Best Lawyers in America in 5 litigation categories: Business, Intellectual Property, Patent, Personal Injury Defense and Legal Malpractice Defense. He is Peer Review Rated AV Preeminent by Martindale Hubbell. He was the President of DRI The Voice of the Defense Bar, and former National Member of the DRI s Board of Directors. He served as Chair of the DRI Commercial Litigation Committee and Intellectual Property Subcommittee and as an officer of DRI for 5 years. He also served as Chair of the Pennsylvania Bar Association s Intellectual Property Law Section. Mr. Sneath has extensive federal and state court trial experience in cases involving commercial disputes, intellectual property matters, construction claims, professional negligence lawsuits, pharmaceutical, toxic, products and energy sector liability litigation, insurance coverage and insurance bad faith claims. He has tried approximately 98 cases to jury and nonjury verdict in Federal and State Court jurisdictions and has helped clients resolve disputes through a variety of Alternative Dispute Resolution Procedures. He is a frequent lecturer at national and international legal seminars and symposiums. Mr. Sneath has also devoted substantial Pro Bono time to the representation of battered women in Protection from Abuse hearings and trials and is active in his Church and community. He can be reached at and through the firm s website at
14 Class action and mass torts often involve bet the company risks. John Parker Sweeney s more than 30 years experience defending major class action and mass torts involving product liability and warranty, consumer protection, environmental, and toxic tort cases allows him to tailor an appropriate litigation response for any company to meet those types of high stakes risks. He regularly serves as national counsel, creating and supervising comprehensive defense strategies in Class Action and Mass Tort cases across the country. Because of the critical advantage provided by his familiarity with state and federal courts in the Mid-Atlantic Region, his regional Class Action and Mass Tort practice is unsurpassed. John s effectiveness and national prominence as a defense lawyer for business in class action and mass torts was recognized by his peers when he was elected as an officer of DRI The Voice of the Defense Bar. John will serve as President of the 22,000 member association of defense lawyers in Sarah J. Timberlake has been a partner with Abowitz, Timberlake & Dahnke, P.C., in Oklahoma City, Oklahoma for over thirty years and currently serves as the Managing Partner. She joined the firm in 1980 upon graduation from the University of Oklahoma College of Law. She received her undergraduate degree from the same school, graduating Phi Beta Kappa with a Bachelor of Arts degree. Her professional experience includes the areas of employment, bad faith, coverage, insurance, general negligence, premises liability, products liability and transportation law and she maintains a trial and appellate practice in these areas while also counseling clients on dispute resolution alternatives. She is admitted to practice in all Oklahoma state courts, the United States District Courts for the Western, Eastern and Northern Districts of Oklahoma, the Tenth Circuit Court of Appeals and the United States Supreme Court. John C. Trimble is managing partner of the 40 member Indianapolis law firm of Lewis Wagner, LLP. He is Past President of the Defense Trial Counsel of Indiana. In 1999, John received the Fred H. Sievert Outstanding Defense Bar Leader Award from DRI, and has served on the DRI Board of Directors. He is currently Chair of the DRI Law Practice Management Committee and President of the Indianapolis Bar Association. He teaches and lectures widely on law practice management and assists firms in strategic planning. He also serves as a member of the advisory board to the Remsen Group, an Atlanta based law firm consulting firm. His practice is devoted to the defense of catastrophic and complex claims, coverage, bad faith, and professional liability in Indiana and elsewhere.
15 Michael B. Victorson is a Member of Jackson Kelly PLLC, resident in Charleston, West Virginia. He is the Leader of the Firm's Pharmaceutical, Toxic Tort and Product Liability Practice Group. His practice is focused in the areas of complex and mass litigation, including class actions, in both state and federal courts. Mr. Victorson has handled the representation of clients in numerous product liability and toxic tort cases. He has served for many years as coordinating/liaison counsel for the defense in state-wide asbestos litigation and has been coordinating counsel for groups of defendants in other matters, including pharmaceutical class actions and silica litigation. He has also been defense liaison counsel in national pharmaceutical litigation consolidated by the Judicial Panel on Multidistrict Litigation in United States District Court. Mr. Victorson also continues to handle other matters in the areas of business litigation, environmental litigation and the defense of personal injury and wrongful death cases. He has appeared and represented clients in numerous state and federal courts at both the trial and appellate levels. Jennifer Whittier serves as the Chief Relationship Officer/COO for Cole Valley Software, parent company of the product, ContactEase. She has extensive customer relations experience and is responsible for the successful implementation of ContactEase CRM installations across the country and internationally. Jennifer joined Cole Valley Software in 2009 after her tenure as a ContactEase client for five years at a leading law firm in Maine. Jennifer frequently speaks about the integration of technology and marketing. An effective technology implementation is driven by both Marketing and IT. As the person responsible for guiding clients through successful implementations, she works frequently with both departments. During her tenure as a Director of Marketing and Client Relations for an East coast law firm, she quickly realized the need for successful team work and collaboration as the secret to managing technology projects. Jennifer s current responsibilities find her in many law firms across the country sharing her knowledge of best practices for CRM implementations and other related technologies. Her clients rely on her for sound advice, extensive CRM knowledge and most of all, her ability to facilitate those difficult conversations when it becomes necessary to guarantee success. When she is not traveling, she spends her time with her two children and husband in Cumberland, Maine where she is an avid skier and sailor. Marc Williams is the managing partner of the West Virginia office of Nelson Mullins Riley & Scarborough, LLP. He has had first chair responsibility for over 100 jury trials and appeals during his career. His practice focuses on toxic tort, class actions, mass torts, product liability and commercial litigation. He is a Fellow of the American College of Trial Lawyers and is listed in the Best Lawyers in America in eleven categories. He has also received Chambers USA s highest designation for Commercial Litigation. In he served as President of DRI The Voice of the Defense Bar. In 2013, he was on the faculty of the IADC Trial Academy at Stanford Law School.
16 He is a past President of Lawyers for Civil Justice and is currently serving as President of the National Foundation for Judicial Excellence. He lectures nationally on litigation and law office management topics. Karen Woodward is a trial attorney who focuses her practice on the defense of complex products liability and business litigation matters. Ms. Woodward is a mass torts specialist and has extensive experience coordinating national and statewide litigation against medical device, food, pharmaceutical, and tobacco product manufacturers, as well as defending these entities and other product manufacturers in individual products liability actions involving catastrophic injuries. She co-chairs Sedgwick s Drug & Medical Device Practice Group and is active in Sedgwick s Class Action Task Force. She also co-chairs the firm s Food & Nutritional Supplement Task Force. Norman Yee has almost two decades of experience in discovery management, trial support and forensics. In addition to managing numerous complex litigation projects from initial strategy to implementation, he has also provided expert testimony on computer forensics issues and served as an independent third-party expert on production methodology. Prior to joining Celerity, Norman co-founded Certus Consulting Group, a litigation consulting firm, after starting his career at Peterson Consulting. He has presented numerous CLE and educational seminars related to technology to law firms, bar associations, and corporate counsel. Norman graduated from UC Berkeley with a B.S. in Business Administration.