Tod McDonald, CPA, CIRA, is co-founder of Valid8 Financial. Early in his career, Tod was an auditor with Ernst & Young and has spent decades navigating complex financial situations, including leading an investigation that unraveled a $200 million real estate investment Ponzi scheme in Washington state. He co-founded Valid8 Financial to build a Verified Financial Intelligence solution to expedite data prep, eliminate sample risk and improve the speed and quality of rendering a professional opinion on complex financial cases.

Nasir Ali, CEDS, is Assistant Vice President of Litigation and Investigation Services at Proxiio, a breakthrough provider of legal process outsourcing and technology solutions. Nasir oversees project intake and execution for major client engagements. With more than 13 years of experience in e-discovery, litigation support, and document review for global clients he also consults with clients to create advanced review workflows, leveraging TAR, generative AI and other analytics tools.

Phil Portman is the Founder and CEO of Textdrip. Textdrip is a 10 DLC-COMPLIANT business texting tool with features that help improve an organization’s messaging ecosystem, increase SMS deliverability, reduce spam and enhance security. Phil has created several startups, including landlineremover.com, argosautomation.com, and recruitdrip.com.

Chris Rossi is a legal marketing consultant and the founder of Attorney Sluice. He has been helping attorneys and law firms grow their revenue and their legal practices for the past 13 years.

Tal Davidson is the product manager of data analytics and visualization at ProSearch. With a robust background in advanced Excel, Power BI, Tableau and SQL, Tal’s expertise is pivotal in helping legal teams and law firms gain profound insights into their cases and business strategies.

John C. Scott is a Partner in the Tax Services Group at Anders CPA + Advisors. With more than 30 years of experience, he leads the firm’s legal industry efforts as a Virtual CFO. He offers dedicated resources, financial insight and critical thinking to address complex issues facing law firms, helping them be more efficient, competitive and profitable.  John is an Accredited Estate Planner, Chartered Global Management Accountant and a CPA. Follow him on LinkedIn.

Julie Bee is a business owner burnout strategist who has been dubbed the “small business fixer” by clients and peers. With over 15 years in the entrepreneurial field, she has solidified her reputation as a dynamic consultant, speaker, and leader who sheds light on the darker side of business ownership. Julie is the author of “Burned: How Business Owners Can Overcome Burnout and Fuel Success.” Learn more at thejuliebee.com.

Matthew Karmel is chair of the Environmental and Sustainability Law Group at Offit Kurman, a full-service Am Law 200 law firm. His practice combines traditional environmental representation across transactions, litigation and regulatory compliance with cutting-edge sustainability initiatives, renewable energy and cleantech. He is founder of the Planetary Lawyer Project newsletter.

Meghan Cole is a litigator with Lightfoot, Franklin & White, a trial and appellate firm based in Birmingham, AL. Meg defends clients in a wide variety of disputes, including toxic tort, product liability, commercial litigation and medical malpractice cases. She represents national chemical manufacturers, Fortune 100 technology companies, leading healthcare organizations and a global pest control company. Meg has been recognized by Best Lawyers: Ones to Watch for her work in commercial litigation and product liability and has been named a Mid-South Rising Star by Super Lawyers.

Reid Thomas is Chief Strategy Officer at Ampersand Inc, a Midwest-based financial services firm dedicated to addressing the distinctive treasury management needs of both financial institutions and depositors. Reid has 30 years of experience in engineering, customer service and management in the financial services industry.

Faye Riva Cohen has provided zealous legal representation to clients in the areas of employment, labor, civil rights and discrimination law for almost five decades. Faye also writes and speaks at seminars in those areas of the law. She enjoys a well-earned reputation for successfully litigating multi-faceted, complex cases against large and powerful adversaries, often in David and Goliath situations. She can be reached at frc@fayerivacohen.com, and her website is www.fayerivacohen.com.

Robert Padilla is a senior security analyst at Innovative Computing Solutions, Inc. in Austin, Texas. Innovative is a managed services provider for the legal industry, dedicated to maintaining current, stable technical environments for its clients, including providing services to migrate IT infrastructure to the cloud, outsource IT support functions and train lawyers to efficiently use technology to improve productivity.

Jan Van Hoecke is Vice President of AI Services at iManage, the document management and knowledge work platform.

Joe Pirrotta, Director of Review Services at ProSearch, is a recognized expert in the legal and compliance industry, with over 15 years of experience in process design, product management and long-term strategy. He was a founding member of Integreon’s Onshore Managed Review service line, then launched a series of products and led multidisciplinary teams as the head of the legal business units of two outsourcing organizations. Joe earned his J.D. from Rutgers University School of Law and is admitted to practice in New Jersey.

Expert contributor.