Our Leaders

A veteran of the legal innovation world, having held domestic and global growth-leadership roles, Investor and advisor to numerous legal innovation companies.
A veteran of the legal innovation world, having held domestic and global growth-leadership roles, Investor and advisor to numerous legal innovation companies.

Driving innovation in legal professional services and technology for 20 years and founder of The Tampa Legal Network.
Driving innovation in legal professional services and technology for 20 years and founder of The Tampa Legal Network.

Over 18 years of experience counseling law firms and law departments on the right mix of people, process, and technology.
Over 18 years of experience counseling law firms and law departments on the right mix of people, process, and technology.

Over a decade of legal technology and innovation experience and the Creator and Co-Founder of two thought leadership and networking organizations.
Over a decade of legal technology and innovation experience and the Creator and Co-Founder of two thought leadership and networking organizations.

A litigator turned in-house counsel turned legal operations consultant, leveraging legal expertise through process and technology.
A litigator turned in-house counsel turned legal operations consultant, leveraging legal expertise through process and technology.

Over 16 years’ experience in legal tech/outsourcing industry, innovating with project management using Six Sigma techniques.
Over 16 years’ experience in legal tech/outsourcing industry, innovating with project management using Six Sigma techniques.
Strategy and Scale in a Complex World
Strategy is a set of interrelated choices that positions the organization to win. Winning entails uniquely positioning the business to create sustainable advantage and superior value relative to the competition. Strategy is choice—we choose, deliberately or not, what to do and what not to do.
Strategy requires making bets on an uncertain future. This includes the business betting on behaviors it may be able to influence but will never be able to control. Independent decisions from customers, competitors, and regulators can all make strategic choices harder, and all the more impactful.
For reading on strategy, we recommend following the singular Roger Martin and internalizing his classic books, especially Playing to Win and A New Way To Think. Thinking in Bets from Annie Duke is a splendid complement. And, for the visually inclined willing to go even deeper, try Wardley Mapping.
Library - Strategy and Scale in a Complex World
These are your investors you're dealing with, whether you agree with them or not, University of Delaware Professor Charles Elson said. They deserve courtesy and respect.


“Companies are saying they need to make sure their disclosures are backed up by data and can respond when the questions come,” said Tara K. Giunta, co-chair of Paul Hastings’ ESG Risk, Strategy and Compliance Group.


Russia’s invasion of Ukraine has forced companies to navigate a new world order and reexamine their environmental, social and governance priorities, especially concerning human rights. Here is how lawyers can help companies respond to the unprecedented crisis.


Bloomberg reports that the FTC is preparing to file a far-reaching antitrust lawsuit against the tech giant, in what's likely to be a career-defining moment for controversial agency chair Lina Khan.


By hiring FTC staffers, Amazon “will get useful information about processes and personalities at the FTC, said John Lopatka, a Penn State law professor. It's not crossing any ethical boundary to say, 'This case is spearheaded by Jane Doe,' for example, 'and I think she would listen to these kinds of arguments.'


Tech analyst Joseph Teasdale said the intense regulatory scrutiny could hamstring Google as it seeks to outmaneuver rivals, leaving it very wary about wielding its full power.


Target’s ESG and DEI mandates align with one end of the political spectrum: the left, according to a shareholder lawsuit filed this week.


The world wants companies to take positions on the issues, said Rob Chesnut, a former general counsel of Airbnb. You might want to duck it in some cases, but sometimes you can't.


These lawsuits are a case study of what's going on throughout the United States, and it's illustrating and bringing into focus certain pressure points, Duane Morris partner Gerald Maatman, Jr. said.


Even so, legal departments must remain integrally involved, as rising regulation and increasing anti-ESG sentiment make the subject a legal and reputational minefield, according to a new report.


The voting occurred this spring as ESG critics stepped up their attacks on what they derisively call woke capitalism.


CEOs at Home Depot Inc, Booking Holdings Inc. and other executives found themselves clashing with investors this proxy season as companies faced an unprecedented level of pushback on ESG policies.


Believe it or not, U.S. companies’ biggest antitrust irritant may not be Lina Khan’s Federal Trade Commission. International regulators—mainly in China and Britain—are increasingly elbowing their way into foreign deals that don’t obviously require their attention. The latest example is Intel’s ...

Intel has terminated its agreement to acquire Tower Semiconductor due to regulatory approval delays. The termination fee of $353 million will be paid to Tower. Intel's focus remains on advancing its system foundry plans and IDM 2.0 strategy, aiming to become a major external foundry. Intel Foundry Services (IFS) has shown significant progress, with over 300% YoY revenue increase in Q2 2023 and partnerships for advanced process technologies. The company aims to become the second-largest global external foundry by the end of the decade.


Statements on green and social investing seen as ‘fertile ground’ for enforcement division


The term 'ESG' is fading from corporate language due to negative associations. Despite this, ESG initiatives remain strong, but companies are now focusing on specific, impactful efforts. The number of S&P 500 companies mentioning 'ESG' on earnings calls has decreased recently.


How much does each country contribute to the $105 trillion world economy in 2023, and what nations are seeing their nominal GDPs shrink?


Wells Fargo to pay $125 million fine to SEC for improper communication via WhatsApp and personal messaging, adding to its history of legal issues. This highlights a broader crackdown on Wall Street firms' record-keeping. The bank has faced numerous scandals, paying billions in penalties over the years.


Wells Fargo, a relatively small player on Wall Street, racked up the most fines Tuesday, with a total of $200 million in penalties.


ESG considerations are increasingly being integrated into the dealmaking process by M&A professionals, according to a new survey by global professional services firm KPMG, which found that over half of respondents reported that they have cancelled deals due to material findings during ESG due diligence, and that nearly two thirds of investors would pay a […]


A year from now, we will be looking back at this data and thinking about the good ol' days when only 33 cases per month were considered low,' said Franklin Zemel, who co-chairs the first U.S. standing committee on cybersecurity and privacy law for the Florida Bar.


The SEC says it knows there are many other firms guilty of the same record-retention failures. It implored them to self-report, in return for less harsh punishment.


X, formerly known as Twitter, has had to remove the sign on its HQ and will have to pay associated costs.


Let’s Forge the Future Together
Interested in joining our roster of legal innovators or simply curious about the world of legal tech? Reach out to us! Our team is always eager to connect, collaborate, and contribute to the ever-evolving legal landscape.
