PAST PRESENTATIONS
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Mastering Your Outlook Inbox with the ARTT® Email Productivity System, Withum CPAs, Virtual, August 29, 2023
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It's About Time, Panel Discussion re: Time Management for Lawyers
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Chicago Bar Association, Career Advancement Program, Virtual, March 29, 2023
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Link to the Panel Recording (You Tube)
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Learn to Do More, By Doing Less: Become a Delegation Master
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Be That Lawyer with Fretzin, Business Development Roundtable, Virtual, November 10, 2022
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ALA* Annual Conference, Kissimmee, FL, May 17, 2022
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JAMS ADR, May 11, 2022
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Stop Welcoming the Distractions: Productivity Strategies to Help Set Boundaries and Manage Expectations
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ALA* Virginia Statewide Retreat, Norfolk, VA, March 3, 2023
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ALA* Annual Conference, Kissimmee, FL, May 16, 2022
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JAMS ADR, June 2021
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Unleash Your Niche, Panel Discussion of Building a Niche Practice, NAPO*, Annual Conference 2022, Baltimore, MD, April 30, 2022
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ARTT® Email Productivity Workshops or Tame the Email Beast…ARTTFully, (Multiple Dates 2020 – 2023)
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A Fresh Look on Outlook: Productivity Techniques to Mastering the ARTT of Email, ALA* 50th Anniversary Annual Conference, Austin, TX, October 5, 2021
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From Frazzled to Focused Workshop, Techniques on Productivity & Efficiency
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LFA*, 2022 Fall Meeting, Mexico City, October 14, 2022
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ALA* (Charlotte), Charlotte, NC (virtual), June 22, 2022
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CCCBA*, Bay Area, CA (virtual), June 22, 2022
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BHBA*, Virtual, March 14, 2022
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AALA*, Atlanta, GA, February 16, 2022
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ALA* 50th Anniversary Annual Conference, Austin, TX, October 4, 2021 and Virtual Conference on November 18, 2022
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CalCPA, Forensic Services Section Summer 2021 Conference, August 12, 2021
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FEWA*, Virtual, May 12, 2021
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The Women’s Club of Silicon Valley, An Incubator of Women Leaders, Virtual, March 31, 2021
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WIC* – Silicon Valley Group, Virtual, February 8, 2021
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CalCPA, Managing Your Accounting Practice (MAP) – East Bay, Virtual, December 4, 2020
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CCCLPA*, Virtual, October 7, 2020
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BASF*, 2020 Paralegal Conference: Ethics & Wellness, Virtual Presentation, August 15, 2020
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SFLPA*, San Francisco, CA, February 25, 2020
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SCCoLPA*, San Jose, CA, October 24, 2019
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ALA*, San Francisco, CA, October 8, 2019
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Productivity Tips While #WFH, CCCBA*, 2020 MCLE Spectacular, Virtual Presentation, November 20, 2020
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ApPEERing Productive, Group Collaboration and Discussion, CCCBA*, Women’s Section, Virtual Presentation (Multiple Dates 2020 – 2021)
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Leading Hybrid Teams: How to be Effective with Both Remote and Collocated Teams, co-Presented with Sean McLean, Petrinovich Pugh & Company LLP, and Belle Walker, Belleview Consulting
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ProVisors, Think Tank by BAWOM, Virtual Presentation, October 1, 2020
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CPA Academy, Virtual Presentation, September 29, 2020
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mpCPE, Virtual Presentation, August 17, 2020
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CPA Academy, Virtual Presentation, July 13, 2020
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Control Your Practice with the Intentional Workday, Contra CCCBA*, Solo Practice & Small Firm section, Virtual Presentation, August 4, 2020
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Creating a Productive Roadmap for Success in Your Business
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ProVisors San Jose 1, Virtual Presentation, June 12, 2020
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ProVisors Menlo Park 1, Virtual Presentation, May 5, 2020
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Staying Motivated and Productive While Working Remotely, LMA* Bay Area, Meet-Up No. 1, Virtual Presentation, April 16, 2020
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Pain in My App, Effective Technology Use for Improved Responsiveness and Productivity, co-presented with Clayton Dodds of Brewer, Offord & Pedersen, LMA* Tech West Conference, San Francisco, CA, October 22, 2019
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Managing Your Workday, Practice Management Strategies for Associates, co-presented with Drew Amoroso of Due Course, BASF*, San Francisco, CA, September 4, 2019
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Time Management and Productivity Tips for the Busy Lawyer, California Lawyers Association, Law Practice Management & Technology Section, online webinar, August 7, 2019
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Clear the Space, Clear the Mind…Simply, Presented for City of Pleasant Hill, Commission on Aging Conference, Pleasant Hill, CA, October 9, 2017
* ALA = Association of Legal Administrators
* AALA = Atlanta Association of Legal Administrators
* BHBA = Beverly Hills Bar Association
* CCCBA = Contra Costa County Bar Association
* CCCLPA = Contra Costa County Legal Professionals Association
* FEWA = Forensic Expert Witness Association
* LFA = Law Firm Alliance
* LMA = Legal Marketing Association
* NAPO = National Association of Productivity and Organizing professionals
* SCCoLPA = Santa Clara County Legal Professionals Association
* SFLPA = San Francisco Legal Professionals Association
* WIC = Women in Consulting
* BASF = Bar Association of San Francisco
