Extensive experience in law firm management providing business, administrative financial, technological and human resource expertise. Consistent record of increasing profitability, reducing costs, and improving productivity. Interpersonal and cross-cultural skills to facilitate interaction within an organization. Effective presenter and persuasive writer. Team leader who builds consensus and fosters cooperation among team members. Achieve results through willingness to research alternatives and modify approach. Effective legislative advocacy.
§Overall business and administrative management including strategic, financial, accounting, personnel, facilities, and technological systems.
§Coordinate administrative activities in single and multi-office environments.
§Direct Executive Committee and Shareholder meetings setting agenda items, facilitating discussion, and implementing outcomes.
§Analyze industry trends, prepare and present strategic initiatives.
§Select and install new management teams in all key functional areas.
§Revitalize firm infrastructure implementing new computers, telephones, photocopy and facsimile technologies resulting in increased efficiency and decreased costs.
§Prepare, analyze and present financial reports to Partners/Stakeholders/Board members including special analyses of profitability.
§Management of all accounting and financial functions including client trust accounts, G/L, A/P, A/R, payroll, tax preparation, and staff supervision.
§Direct trade association with volunteer Board of Directors.
§Implementation of strategic plan for union labor/management joint coalition.
§Advocate change through the passage of state legislation to benefit trade group.
§Work with various law firms to improve operations and bottom line effectiveness.
§Develop strategic planning initiatives to revitalize internal practice groups.
§Audit work-flow policies and processes to maximize communication and efficiency.
§Implement new Shareholder agreements and update all corporate records.
§Plan, prepare, and lead annual Shareholder (Partner) Retreat meetings.
§Manage all aspects of Lawyers' Professional Liability insurance including applications, renewals and claims.
§Prepare matrix calculations for industry peer group comparison.
§Lead and direct all departmental functions within the law firm.
§Create Electronic Data Discovery (EDD) practice group providing training for attorneys and pro-active guidance for clients.
§Install a "rules-based" calendar and docket system and other technology based programs to increase efficiencies.
§Manage libraries negotiating with vendors for on-line and print reductions.
§Implement zero-based budgeting and recession proofing practices.
§Prepare, analyze and present financial statements and management reports to Shareholders detailing trends, variances, firm profitability, employee productivity, client satisfaction and the overall state of the company.
§Consistent record of increasing profitability through improved attorney realization rates and cost savings.
§Implement new banking, legal, accounting and technology relationships to provide better service to the Firm and its Shareholders.
§Restructure long-term debt, reduce interest expense, and negotiate revolving credit lines for operational and capital requirements.
§Install computerized cash management system to invest overnight funds increasing interest income ten-fold.
§Reduce Accounts Receivable over 28% by revamping collection policies, procedures and techniques.
Conduct monthly management review of cash forecasts, operational budgets and financial position.
§Oversee Human Resource department functions to set policy, create employee manuals, hire, terminate and train.
§Review, revise and issue new employee and associate handbooks to adhere to applicable local, State and Federal laws.
§Implement new health, dental, vision, and EAP coverages.
§Update Partner level insurance benefits, increasing limits and proposing Long Term Care (LTC) coverage, to better match Partner needs.
Executive Director, Carlsmith Ball LLP, Honolulu, HI2006 - 2008 Executive Director, Frandzel Robins Bloom & Csato, L.C. Los Angeles, CA1999 - 2006 Controller, Reish & Luftman, APC, Los Angeles, CA1994 - 1999 Controller, Dickson, Carlson & Campillo, Santa Monica, CA1988 - 1994 Accounting Manager, Law Offices of Tuverson & Hillyard Los Angeles, CA1985 - 1988 Office Manager, Fred Joaillier, Inc, Beverly Hills, CA and New York, NY1982 - 1985 Owner, The Village Cobbler, Inc, Westwood Village, CA1972 - 1982
Education University of RedlandsRedlands, CA Bachelor of Science, Business Administration and Management *Summa Cum Laude, 4.0 Grade Point Average *Whitehead Leadership Society
Association of Legal Administrators Lincolnshire, IL Certified Legal Manager (CLMSM) *Certification received 2004; Recertification valid through 2013 *Information found at www.alanet.org/clm
Hawaii State Bar Association
Think Tech Hawaii
Chamber of Commerce of Hawaii
Association of Legal Administrators
Lawyers Marketing Association
National Business Institute
Professional Memberships Hawaii Chamber of Commerce2008 – present Hawaii Venture Capital Association2008 – present Think Tech Hawaii 2008 – present Hawaii Governor Linda Lingle:Appraisal-Arbitration Working Group2010 P.A.R.E.N.T.S. Inc. Board of Directors:Treasurer2009 – 2012 Latin Business Hawaii Board of Directors:Treasurer2009 Association of Legal Administrators (ALA) 2004 – present Greater Los Angeles Association of Legal Administrators Board of Directors:Vice-President2005 – 2006 Vendor Liaison Chair2004 – 2005 Hawaii Chapter Association of Legal Administrators Board of Directors:Vendor Chair2006 – 2008
Volunteer Experience (recent)
Le Jardin Academy, Kailua2006 – present University of Hawaii Shidler College of Business, Business Plan Competition Competition Judge2008 – present Competition Coach2009 (winning team) Competition Coach2010 Think Tech Hawaii 2009 – present AFS-USA Host Family2010 Muscular Dystrophy Association of Hawaii 2006 – 2008