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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.

Hosts

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

CEO

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

CEO

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 d.school. 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.

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