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PAST PRESENTATIONS

  • Learn to Do More, By Doing Less: Become a Delegation Master

    • Be That Lawyer with Fretzin, Business Development Roundtable, Virtual, November 10, 2022

    • Association of Legal Administrators (ALA) Annual Conference, Kissimmee, FL, May 17, 2022

    • Private Client, May 11, 2022

  • Stop Welcoming the Distractions: Productivity Strategies to Help Set Boundaries and Manage Expectations

    • Association of Legal Administrators (ALA) Annual Conference, Kissimmee, FL, May 16, 2022

    • Private Client, June 2021​

  • Unleash Your Niche, Panel Discussion of Building a Niche Practice, National Association of Productivity and Organizing professionals (NAPO), Annual Conference 2022, Baltimore, MD, April 30, 2022

  • ARTT™ Email Productivity Workshops or Tame the Email Beast…ARTTFully, (Multiple Dates 2020 – 2022)

  • A Fresh Look on Outlook: Productivity Techniques to Mastering the ARTT of Email, Association of Legal Administrators (ALA) 50th Anniversary Annual Conference, Austin, TX, October 5, 2021

  • From Frazzled to Focused Workshop, Techniques on Productivity & Efficiency

    • Law Firm Alliance (LFA), 2022 Fall Meeting, Mexico City, October 14, 2022

    • Association of Legal Administrators (Charlotte), Charlotte, NC (virtual), June 22, 2022

    • Contra Costa County Bar Association (CCCBA), Bay Area, CA (virtual), June 22, 2022

    • Beverly Hills Bar Association (BHBA), Virtual, March 14, 2022

    • Atlanta Association of Legal Administrators (AALA), Atlanta, GA, February 16, 2022

    • Association of Legal Administrators (ALA) 50th Anniversary Annual Conference, Austin, TX, October 4, 2021 and Virtual Conference on November 18, 2022

    • CalCPA, Forensic Services Section Summer 2021 Conference, August 12, 2021

    • Forensic Expert Witness Association (FEWA), Virtual, May 12, 2021

    • The Women’s Club of Silicon Valley, An Incubator of Women Leaders, Virtual, March 31, 2021

    • Women in Consulting (WIC) – Silicon Valley Group, Virtual, February 8, 2021

    • CalCPA, Managing Your Accounting Practice (MAP) – East Bay, Virtual, December 4, 2020

    • Contra Costa County Legal Professionals Association (CCCLPA), Virtual, October 7, 2020

    • Bar Association of San Francisco (BASF), 2020 Paralegal Conference: Ethics & Wellness, Virtual Presentation, August 15, 2020

    • San Francisco Legal Professionals Association (SFLPA), San Francisco, CA, February 25, 2020

    • Santa Clara County Legal Professionals Association (SCCoLPA), San Jose, CA, October 24, 2019

    • Association of Legal Administrators (ALA), San Francisco, CA, October 8, 2019

  • Productivity Tips While #WFH, Contra Costa County Bar Association (CCCBA), 2020 MCLE Spectacular, Virtual Presentation, November 20, 2020

  • ApPEERing Productive, Group Collaboration and Discussion, Contra Costa County Bar Association (CCCBA), Women’s Section, Virtual Presentation (Multiple Dates 2020 – 2021)

 

  • 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

    • ProVisors, Think Tank by BAWOM, Virtual Presentation, October 1, 2020

    • CPA Academy, Virtual Presentation, September 29, 2020

    • mpCPE, Virtual Presentation, August 17, 2020

    • CPA Academy, Virtual Presentation, July 13, 2020

 

  • Control Your Practice with the Intentional Workday, Contra Costa County Bar Association (CCCBA), Solo Practice & Small Firm section, Virtual Presentation, August 4, 2020

 

  • Creating a Productive Roadmap for Success in Your Business

    • ProVisors San Jose 1, Virtual Presentation, June 12, 2020

    • ProVisors Menlo Park 1, Virtual Presentation, May 5, 2020

 

  • Staying Motivated and Productive While Working Remotely, Legal Marketing Association (LMA) Bay Area, Meet-Up No. 1, Virtual Presentation, April 16, 2020

 

  • Pain in My App, Effective Technology Use for Improved Responsiveness and Productivity, co-presented with Clayton Dodds of Brewer, Offord & Pedersen, Legal Marketing Association (LMA) Tech West Conference, San Francisco, CA, October 22, 2019

  • Managing Your Workday, Practice Management Strategies for Associates, co-presented with Drew Amoroso of Due Course, Bar Association of San Francisco (BASF), San Francisco, CA, September 4, 2019

 

  • Time Management and Productivity Tips for the Busy Lawyer, California Lawyers Association, Law Practice Management & Technology Section, online webinar, August 7, 2019

 

  • Clear the Space, Clear the Mind…Simply, Presented for City of Pleasant Hill, Commission on Aging Conference, Pleasant Hill, CA, October 9, 2017

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