PAST PRESENTATIONS
Presentations given prior to 2022 have been removed from this list and are available in the Speaker Kit
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Freak Factors
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​Freak Factors, FAS, LLC, Walnut Creek, CA, January 09, 2025
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Your Take-Action Tendency!
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ProVisors FAMBIZ Affinity Group, Virtual, March 27, 2025
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Vistage, Oakland, CA, February 27, 2025
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ProVisors Walnut Creek 3, Walnut Creek, CA, February 12, 2025
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​ProVisors, San Ramon 1, San Ramon CA, January 17, 2025
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​ProVisors, San Francisco 3, San Francisco CA, December 18, 2024
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Productivity Town Hall Q&A
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​CalCPA Staff Training, Virtual, August 22, 2024
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From Chaos to Control, Navigating Interruptions, Distractions and Delegation
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​ALA Annual Conference 2024, Denver, CO, May 22, 2024
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Designing an Intentional Workday
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​Hoge Fenton, San Jose, CA, March 27, 2024
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From Frazzled to Focused Workshop, Techniques on Productivity & Efficiency
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Vistage, Oakland, CA, March 19, 2025
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Holland & Knight Private Wealth Services Summit, San Diego, CA, January 04, 2025
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Ackert Managing Partner Forum, Santa Monica, CA, October 8, 2024
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Faegre Drinker Biddle & Reath, Mid-Level Associate Summit, Philadelphia, PA, May 9, 2024
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Ackert Managing Partner Forum, Norfolk, VA, April 26, 2024
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CalCPA, Staff Retreat 2024, San Diego, CA, April 15 - 17, 2024
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Ferenczy Benefits Law Center, 2024 Retreat, Atlanta, GA, January 26, 2024
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NYCLA, 2023 CLE Bridge the Gap, New York (virtual), November 17, 2023
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Womble Bond Dickinson, Virtual, October 5, 2023
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ALA* Virtual Conference on November 18, 2022
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LFA*, 2022 Fall Meeting, Mexico City, October 14, 2022
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Womble Bond Dickinson, Virtual, October 8, 2022
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Saveri Law Firm, Virtual, August 18, 2022
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Women Lawyers Networking Group – Tuesday Group, Virtual, July 12, 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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Women Lawyers Networking Group – Wednesday Group, Virtual, June 1, 2022
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JAMS Mediation & Arbitration, Chicago, IL, May 12, 2022
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BHBA*, Virtual, March 14, 2022
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AALA*, Atlanta, GA, February 16, 2022
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Goldfarb & Lipman, Virtual, January 19, 2022
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Gain Control of Your Time Management in 2024
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​San Francisco Legal Professionals Association (SFLPA), San Francisco, January 16, 2024
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Power Up Your Project Management
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​JAMS, Virtual, December 14, 2023
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ARTT® Email Productivity System Training
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CalCPA Staff Training, Virtual, January 23, 2025
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ProVisors, San Francisco 12, San Francisco CA, January 22, 2025
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National Association of Legal Professionals (NALP), Virtual, January 23, 2024 (Ask for Sample Video).​​
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Hestan Culinary Cookware, Vacaville, CA, December 7, 2023
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Withum CPAs, Virtual, August 29, 2023
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Barnes & Thornburg, Indianapolis, IN, June 8, 2023
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Beverly Hills Bar Association (BHBA), Virtual, December 15, 2022 (Link to YouTube Recording)
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Rubens Partners CPAs, Virtual, December 15, 2022
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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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Xantrion, Virtual, March 20, 2025
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Beverly Hills Bar Association (BHBA), December 4, 2024
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Contra Costa County Bar Association (CCCBA) Summer Series 2023, Virtual, July 13, 2023
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Kronick Moskovitz Tiedemann & Girard, Virtual, February 25, 2023
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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 Mediation & Arbitration, Chicago, IL, May 11, 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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CalCPA Staff Training, Virtual, October 8, 2024
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TL2 Accounting, Walnut Creek, CA, March 28, 2024
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National Association of Legal Assistants (NALA), Virtual, February 7, 2024
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Fiduciary Accounting Services, LLC (FAS, LLC), Walnut Creek, January 11, 2024
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Forensic Expert Witness Association (FEWA), Virtual, November 15, 2023
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Beverly Hills Bar Association (BHBA), Virtual, July 17, 2023
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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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Snell & Wilmer, Virtual, January 26, 2022
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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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Other, ACLEA, What Do Solo and Small Firms Need from CLE, Panel Discussion, San Diego, CA, February 3, 2025​​​​​
* 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
