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In each episode of Strategy Sphere, co-hosts Lavinia Calvert and Deborah Farone welcome innovative and influential thinkers to discuss topics at the intersection of strategy, technology, leadership, and culture in professional services.


Lavinia, based in New Zealand, is a global business professional and entrepreneur, and leads the marketing and business development practice at Intapp. Deborah, based in New York, is the author of Best Practices in Law Firm Business Development and Marketing; she’s also former CMO of two of the world’s leading law firms, and a strategic marketing and management advisor to some of America’s leading professional services firms.

Season One Episodes

Jennifer Leonard

Chief Innovation Officer

Jennifer Leonard is Penn Carey Law’s Chief Innovation Officer and Executive Director of the Future of the Profession Initiative (FPI). She advances the law school’s cutting-edge educational and thought leadership efforts by developing projects that educate law students and alumni about the skills and knowledge lawyers need to thrive in a rapidly shifting professional landscape.

FPI additionally identifies opportunities to engage Penn Carey Law students and creative thinkers from across disciplines in designing solutions that make broader legal systems accessible to clients and civil litigants. Leonard teaches Innovation in Practice: Design Thinking for Legal Professionals.

Before assuming her current role, Leonard served as Associate Dean for Professional Engagement and Director of the Center on Professionalism at Penn Carey Law. She previously served as Chief of Staff to the City Solicitor of Philadelphia, as well as a litigation associate with a Center City Philadelphia law firm and as a judicial law clerk.

Leonard graduated from Penn Carey Law in 2004 and from Penn State University, with high honors, in 2000.

Mitch Zuklie


Mitch Zuklie serves as Chairman and Chief Executive Officer of Orrick. Under Zuklie’s leadership, the firm has pursued a strategy to become a leading advisor to the global technology and innovation, energy and infrastructure, and finance sectors. Financial Times named Orrick the Most Innovative Law Firm in North America in 2016, 2017, and 2018. Fortune also selected the firm among the “100 Best Companies to Work For” 3 years in a row.
Named by Chambers USA as an “eminent practitioner,” Zuklie is an experienced business and legal advisor who has completed hundreds of venture capital financings and numerous public offerings, mergers, acquisitions, and licensing transactions. He counsels technology companies at all stages of their lifecycles, as well as their founders, advisors, and investors.
Zuklie has led the firm’s portfolio approach to innovation, including the transformation of its West Virginia operation into a center for analytics and innovation, the launch of Orrick Labs to develop customized technologies, and the creation of partnerships with leading innovation initiatives in the industry. He has also led the firm’s entry into new markets, including Boston, Santa Monica, Houston, Austin, and Geneva.
Zuklie serves on the boards of the Leadership Council for Legal Diversity and the Berkeley Center for Law and Business, and on the advisory boards of the Stanford Law School Center on the Legal Profession and the Harvard Law School Center on the Legal Profession. He is also a member of the Board of the Wild Salmon Center.

Dale Bornstein


M Booth CEO Dale Bornstein is a passionate and accomplished integrated marketing specialist.
After serving more than 25 years at Ketchum, Bornstein took the reins of M Booth and led the firm’s drive to integration and expansion, deepening and building new capabilities, and recruiting best-in-class talent, resulting in the agency’s most successful period of client acquisition and revenue growth. M Booth has won more than 50 industry awards since Bornstein joined the agency, and was recognized as one of the Top 3 Agencies of the Decade. The firm recently entered the healthcare sector with the acquisition of Health Unlimited U.S. (rebranded as M Booth Health).

Bornstein is a tireless culture-bearer, fostering a creative, entrepreneurial, fun, and rewarding work environment that has been recognized multiple times as one of the industry’s “Best Places to Work” and “Best Mid-Sized Agencies.” She serves on the board of directors for Dress for Success, a global nonprofit that empowers women to achieve economic independence, and PR Council, an industry association representing more than 100 agencies. She has also been a key member of the Strategic Advisory Council for the Department of Communications at Cornell University, her alma mater, since its inception in 2005.

Bornstein was included in both the Innovator 25 list and Top 50 Power list 5 times over the last 5 years. In 2018, she was honored by the Plank Center for Leadership in Public Relations for her commitment to mentoring and inducted into the PRWeek Hall of Femme. She was also named an Outstanding Alumni in 2013 by Cornell University and earned the Department of Communication’s Outstanding Service Award in 2016.

Jacob Parks

Partner, COO, and Managing Director

Jacob Parks is the COO of Profitable Ideas Exchange (PIE), and has led growth and operations in the company for 17 years. Parks headed the research team on How Clients Buy, interviewing more than 100 rainmakers at expert services companies, including consultants at Accenture, McKinsey, Baker Tilly, Deloitte, Goldman Sachs, and KPMG.

Parks moderates a peer group of middle-market consulting firm CMOs, including CLJ, AT Kearney, Segal, and Simpson Thatcher. Additionally, he has facilitated executive roundtable discussions on behalf of CFOs and COOs representing the largest companies across the globe.

Parks has taught as an adjunct professor of business at the Jake Jabs School of Entrepreneurship at Montana State University where he did his undergraduate work. He is currently pursuing a Master of Business Administration degree at Gonzaga School of Business. Parks has published research in academic journals on the topic of driving successful innovation in large corporations.

Parks serves on the board of the Spokane Community Colleges Foundation. He and his wife live in Spokane, Washington.

Natalie Loeb

Founder and Chief Executive Officer

With more than 25 years of experience in talent development and executive coaching, and known as an innovative business leader and strategic partner to her clients, Natalie Loeb is the founder and CEO of Loeb Leadership Development, a certified woman-owned business enterprise. Recognized as a thought leader on leadership within the legal world and regularly approached for her developed expertise by a variety of organizations, Loeb helps organizations succeed by building a high-trust culture that inspires employees to change, collaborate, grow, and perform at their best.

Loeb and her team tirelessly partner with their clients to clarify firm aspirations and coach and train the next generation of highly effective legal and administrative leaders, managers, and teams using intuitive emotional intelligence and expansive business experience. Loeb is passionate about offering creative and customized approaches for individual business needs, and is eager to participate in endeavors where lawyers are encouraged to move out of their comfort zones, demonstrate agility, leverage diversity, and choose a growth mindset to lead inclusively.

Loeb previously worked at the global law firm Skadden, Arps, Slate, Meagher & Flom for more than 10 years in the Human Resources department. She received her bachelor’s degree in psychology from the State University of New York at Albany and a master’s degree in industrial and organizational psychology from Baruch College in New York City. She also holds numerous certifications, and is currently concluding her coursework for her PCC certification with the International Coaching Federation.

Caitlin “Cat" Moon

Director of Innovation Design

Caitlin “Cat” Moon teaches the Program on Law and Innovation (PoLI) at Vanderbilt Law School, where she also serves as the Director of Innovation Design and directs the PoLI Institute, Vanderbilt’s innovation-focused executive education platform. In addition to co-organizing Music City (Nashville) Legal Hackers, Moon co-founded the Summit on Law and Innovation (SoLI), which brings together experts across legal, technology, and other disciplines in collaborative legal innovation projects.

Moon currently teaches Legal Problem Solving, a course in human-centered design for law, as well as Law as a BusinessBlockchain and Smart ContractsLegal Operations, and Leading in Law. She also serves on the leadership team of the Medical Innovators Development Program at Vanderbilt School of Medicine, and is part of the Radiological Sciences faculty, where she brings cross-disciplinary experience to innovation across medicine and the law.

Moon regularly speaks, facilitates workshops, and coaches individuals globally on the application of human-centered design methods and processes to realize innovation in both the legal profession and legal education. Before joining Vanderbilt Law (her alma mater), she practiced law for nearly 20 years and maintains an active law license.

Michael Bierut

Partner and Senior Critic in Graphic Design

Michael Bierut is a partner in the New York office of the international design consultancy Pentagram, where his work includes brand identity, book design, packaging, and environmental graphics. His clients at Pentagram have included The New York Times, Saks Fifth Avenue, The Robin Hood Foundation, MIT Media Lab, Mastercard, Slack, the New York Jets, the Brooklyn Academy of Music, and Verizon. As a volunteer to Hillary Clinton’s communications team, Bierut designed the H logo that was ubiquitous throughout her 2016 presidential campaign.

Bierut has been a senior critic in graphic design at the Yale School of Art and a lecturer in the practice of design and management at the Yale School of Management. A book on his work —  How to Use Graphic Design to Sell Things, Explain Things, Make Things Look Better, Make People Laugh, Make People Cry, and (Every Once in a While) Change the World — was published in 2015 by Harper Collins. His collection of new essays, Now You See It, was published in 2017.

Lisa Leong

Chief Executive Officer

Former corporate lawyer Lisa Leong is the host of the ABC Radio National show “This Working Life.” She is also CEO of Ohten APAC, helping professional services firms develop deeper relationships with their strategic clients. Leong considers her superpowers to be curiosity, creativity, and delivering key messages by way of song.

Leong draws on her broadcasting experience combined with human-centered design and mindfulness practices to bring a fresh approach to intentional conversations, called “Empathy Interviewing.” Her work and unique approach have been the subject of a Harvard case study as well as her TEDx talk, “Can Robots Make Us More Human?”

Leong is a graduate of the Customer Focused Innovation Program, offered through a partnership between the Stanford University Graduate School of Business and the Hasso Plattner Institute of Design, also known as Leong received her bachelor’s degree in science and law from the University of Melbourne, and studied radio broadcasting at the Australian Film Television and Radio School.

Ralph Baxter


Ralph Baxter joined the Intapp board in 2021. He previously served as a director of the Intapp operating subsidiary, Integration Appliance Inc., from 2016 to 2021. Baxter regularly advises law firms, legal technology companies, and corporate law departments on their strategies and execution and emerging models for improved delivery of legal service. From 1990 to 2013, Baxter served as Chairman and CEO of Orrick, Herrington & Sutcliffe, a leading global law firm, and launched numerous transformative initiatives during his tenure, including the creation of Orrick’s Global Operations Center in Wheeling, West Virginia, and changes in the firm’s talent and pricing models. Baxter is a member of the Legal Advisory Board of LegalZoom, a Senior Advisor and member of the Advisory Board of the Stanford Law School Center on the Legal Profession, a member of the Advisory Board of the Harvard Law School Center on the Legal Profession. Baxter received his bachelor’s degree in History from Stanford University and a J.D. from the University of Virginia.

Patrice Tanaka

Founder and Chief Joy Officer

Patrice Tanaka is a best-selling author, public speaker on business and life purpose, serial entrepreneur, and co-founder of 3 award-winning public relations and marketing agencies. She is also the co-founder of Joyful Planet, a consultancy focused on helping individuals and organizations discover and actively live their purpose to unleash greater success, fulfilment, and joy in their personal lives, workplaces, and communities.

Tanaka is the co-author of Beat the Curve and Performance360, in which she writes about life and organizational purpose. She is also the author of Becoming Ginger Rogers: How Ballroom Dancing Made Me a Happier Woman, Better Partner, and Smarter CEO, a book about her late-life passion for ballroom dancing and the lessons she learned. She has been honored by many organizations, including PRWeek (Hall of Fame inductee), Public Relations Society of America (Paul M. Lund Award for Public Service), New York Women in Communications (Matrix Award), Asian Women in Business, Working Mother magazine (Mothering That Works Award), Girl Scouts of Greater New York (Women of Distinction Award), among others.

Tanaka is based in New York City, but calls Hawaii home, as that is where she was born and raised. Wherever she is, Tanaka always lives her life with the aloha spirit.

Scott Westfahl

Professor of Practice and Faculty Director of Executive Education

Scott Westfahl is a Professor of Practice and the Director of Executive Education at Harvard Law School (HLS). Within the school’s J.D. curriculum, Westfahl focuses his Executive Education teaching and writing on leadership and teams, design thinking and innovation, the motivation and development of professionals, fostering diversity and inclusion in legal organizations, and strategy and organizational alignment from a talent development perspective. He is a strategic advisor to the Leadership Council on Legal Diversity, and a founding and advisory board member of The Purple Campaign to prevent workplace harassment.

Westfahl joined HLS from the law firm Goodwin Procter LLP, where he served from 2004 to 2013 as the firm’s Director of Professional Development. Prior to his work at Goodwin Procter, Westfahl spent 6 years leading professional development for the Washington D.C. office of McKinsey & Company, and spent 10 years practicing business and regulatory law with Foley & Lardner’s Washington D.C. office. In 2008, Westfahl was chosen as one of five “Innovators of the Year” by the magazine Law Firm, Inc. for his development of a cutting-edge lawyer assignment system and database called iStaff, which effectively ties lawyer work assignments to their professional development needs.

Westfahl frequently lectures and comments upon leadership, talent development and design thinking, and innovation within professional services firms. He is the author of the book, You Get What You Measure: Lawyer Development Frameworks and Effective Performance Evaluations. He is also the co-author of The Leadership Imperative: A Collaborative Approach to Professional Development in the Global Age of More for Less, a groundbreaking proposal for a new, collaborative model of lawyer professional development, appearing in the Stanford Law Review.

David Lubars

Chairman and Chief Creative Officer

David Lubars is the Chief Creative Officer at BBDO Worldwide. In the 16 years since Lubars joined BBDO as its creative lead, BBDO has received a significant number of awards, and wide-spread recognition for its creative work. For 14 years in a row, BBDO has been ranked as the world’s most awarded creative agency network. The agency was also named Network of the Year at Cannes a record-setting seven times.

In addition to these awards for creative work, BBDO was named the most effective agency network four times in the Effie Effectiveness Index. In 2019, the independent World Advertising Research Center (WARC) named BBDO the “Best of the Best” in its first-ever index of excellence, aggregating results from its Creative 100, Effective 100, and Media 100 rankings.

Lubars has personally won 200 Cannes Lions and five Emmys. His collection of BMW short films was the first-ever Titanium winner at Cannes, and is part of the Museum of Modern Art’s permanent collection in New York City.

Most recently, Lubars was inducted into The One Club Creative Hall of Fame and was honored with a Clio Lifetime Achievement Award. He has also been named one of the top 10 creative directors of all time by Forbes.

Pierre Gentin

Global General Counsel

Pierre Gentin is Global General Counsel of McKinsey & Company. He was previously a partner in the law firm of Cahill Gordon & Reindel, and a managing director at Credit Suisse in senior legal and risk positions. He also served in the U.S. Department of Justice as Assistant U.S. Attorney for the Southern District of New York.

Gentin is a trustee of the Practising Law Institute, the Touro Synagogue Foundation, and Princeton University’s Center for Public Policy and Finance. He has also served on many of the World Economic Forum’s global agenda councils.

Gentin co-edited a book on the mediation of complex financial services disputes. He has lectured for many years at law and business schools in both the U.S. and Europe, and currently teaches ethics at the Wharton School of Business. Gentin attended Princeton University and Columbia Law School.

Lavinia Calvert

General Manager, Marketing and Business Development Solutions

Lavinia Calvert leads the marketing and business development solutions business at Intapp, focusing on serving the technology and information needs of professionals in the legal, accounting, and consulting sectors. Calvert brings a deep and diverse base of international business experience spanning the fintech, media, and legal sectors. She has held a number of executive leadership roles in the U.S., Japan, Australia, and New Zealand, including Chief Marketing Officer at OnePlace prior to its acquisition by Intapp in May 2019, Chief Marketing Officer at IP law firm AJ Park, and Vice President Asia Pacific and Executive Vice President Strategy and Marketing at Reuters Media. Calvert has a bachelor’s degree in Business and post-graduate honors in Marketing from Massey University.

Lavinia Calvert

General Manager, Marketing and Business Development Solutions

Lavinia Calvert leads the marketing and business development solutions business at Intapp, focusing on serving the technology and information needs of professionals in the legal, accounting, and consulting sectors. Calvert brings a deep and diverse base of international business experience spanning the fintech, media, and legal sectors. She has held a number of executive leadership roles in the U.S., Japan, Australia, and New Zealand, including Chief Marketing Officer at OnePlace prior to its acquisition by Intapp in May 2019, Chief Marketing Officer at IP law firm AJ Park, and Vice President Asia Pacific and Executive Vice President Strategy and Marketing at Reuters Media. Calvert has a bachelor’s degree in Business and post-graduate honors in Marketing from Massey University.

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