Paul Garibian is a fintech expert, entrepreneur, and executive who has spent nearly 20 years helping financial institutions drive product development, grow revenue and market share. Paul currently serves as CEO of Nota, a cloud-based fintech platform that provides business banking solutions for attorneys managing solo and small law firms. Powered by M&T Bank, Nota helps simplify and personalize business banking.

John Butterworth is an experienced digital marketer who believes the fastest way to grow any business is by automating its lead acquisition. He’s helped many companies scale rapidly through a tried-and-tested combination of SEO, CRO and email automation. John’s career has taken him across specialist roles in China, Vietnam and the U.K.

Joan Feldman is Editor-in-Chief and a co-founder of Attorney at Work, publishing “one really good idea every day” since 2011, and the Legal Broadcasting Company. She has created and steered myriad leading practice management and trade publications, including the ABA’s Law Practice magazine, where she served as managing editor for a dozen years. Joan is a Fellow and served as a Trustee of the College of Law Practice Management. Follow her on LinkedIn and @JoanHFeldman.

Amy Coats is the founder of Accounting Atelier, a boutique bookkeeping firm that works exclusively with law firms on trust accounting, IOLTA compliance, and financial reporting. She’s a Clio Certified Partner and QuickBooks ProAdvisor serving firms nationwide. Connect Amy on LinkedIn.

Katherine (Katie) Hollar Barnard is the managing partner of Firesign | Enlightened Legal Marketing, a marketing communications firm that focuses on law firms and legal services providers. A former Big Law CMO, she advises law firms and legal service providers on brand identity, marketing communications and more. She has helped lawyers start new law firms in a variety of fields, from intellectual property to mediation to insurance recovery. Follow Katie on LinkedIn.

Camille Stell works with Lawyers Mutual NC and is the co-author of “RESPECT: An Insight to Attorney Compensation Plans 2nd Edition” (October 2024), available from Amazon in print or Kindle. Camille is a Fellow of the College of Law Practice Management, a past member of the North Carolina Pro Bono Resource Coordinators Network, the Advisory Board for the Legal Aid of NC Innovation Lab, and on the Advisory Group for the Duke Law Tech Lab. Continue this conversation by contacting Camille at camille@lawyersmutualnc.com or 800.662.8843. Connect with her LinkedIn.

Dustin Cole is President and Master Practice Advisor with Attorneys Master Class, where he has delivered CLE programs on practice management, marketing, risk management and succession planning for bar associations and organizations. He has keynoted and trained at nearly all of the nation’s solo and small firm programs, worked with more than 400 attorneys, and conducted operations and marketing analyses for more than 100 firms.

Expert contributor.

Julie Liberman is the founder of Liberman Law, a Georgia civil appellate practice focused on real estate, contractual, employment, homeowner association, and other civil matters in Georgia’s appellate courts. She has been a member of the Georgia Bar since 2000. Learn more at JLibermanLaw.com.

Ted Glutz is Innovative Computing Systems’ (@ICSGetsIT) Director of Sales and Marketing. He has been working with law firms for more than 20 years to help them resolve technology challenges. Follow him on LinkedIn and contact him at tglutz@innovativecomp.com.

Brooke Lively is the founder and CEO of two companies that address the needs of growing law firms. Cathcap provides fractional CFO services, and​ Scaling Law helps law firms implement the Entrepreneurial Operating System (EOS) to improve execution, accountability and long-term value.​ Brooke has spent more than 20 years working in and alongside the legal industry and has advised hundreds of law firms across the U.S. She is an international bestselling author and a Professional EOS Implementer who holds both an MBA and the Chartered Financial Analyst designation. Follow her on LinkedIn.

Expert contributor.

Ryan Pitz is the founder of the Intake Academy, a legal intake training and accountability firm focused on helping law firms improve lead conversion. The Intake Academy delivers unique training and coaching programs to law firms to screen, select, train, develop and coach legal intake teams. Follow Ryan @rpitz42.

Jacqueline S. Vinaccia has acted as an expert in attorney fee auditing in several states. As her law practice grew, she recognized the benefit to teaching the billing habits that end up on her “cutting-room floor.” Currently, she is a partner and the lead litigator at Lounsbery Ferguson Altona & Peak LLP, a municipal law, business and real estate law firm in Escondido, CA. She has written several articles and presented seminars on proper billing techniques throughout the country.

Sam Davidoff has over 20 years of experience in law and legal technology. A former trial lawyer, he is the founder and CEO of Align, a digital binder solution designed to provide attorneys with paperless workflows. He can be reached at sam@mfbtech.com.