Presented by: Jon Dorf, Esq. Carol Greenwald, Ph.D. John McCarron, Esq. December 2011

Welcome, Donna Drumm, Esq. WCBA 5 mins Why Technology Matters, Carol Greenwald,

Ph.D. ……………………………………..10mins Technology Tips presented by John Dorf, Esq.

and John McCarron, Jr., Esq…… … .35 mins Tip #1 Leverage the Cloud Tip #2 Enterprise Communications Tip #3 Practice Management Software Tip #4 Financial Software Tip #5 Backup & Emergency Plan

Clients in the driver’s seat Competition Non-legal Outsourcing

Economic environment Electronic communication options Globalization Social changes Demographics Attitudes and expectations

Law firm economics Cost pressures New structures Practice efficiencies

Data management – friend or foe? Confidentiality Knowledge management Security Support and maintenance

Competition - evens the playing field Size doesn’t matter - much

“The Cloud” defined Lower & predictable costs Ability to work from anywhere Security – better than you can provide yourself Helps integrate business aspects of your

practice practice management, accounting, document

management, communications…

Tip #1 – Leverage “The Cloud”

Q: Not “If” But “When And How” – A: NOW And We’ll Tell You How Must Invest To Stay Competitive Must Set Aside Real World Dollars To Invest In Technology Savings Increases Disposal Income for Reinvestment POWERFUL - Leverage Economies Of Scale, Migrate, Manage and

Interface Between Primary Functional Systems Ability To Work From Any Remote Hardware: iphone, ipad, Office PC,

Home PC, Notebook, Tablet Flexible – Ability to Work From Anywhere: Court, Office, Home, Road, Hotel Strengthens Work Force: Viable, Dynamic, Super-responsive Increases Attorneys’ and Clients’ Comfort and Confidence Level Secure Infrastructure

GETTING OUR HEADS OUT OF THE CLOUDS Bringing CLOUD out of the sky and into the office: Real world application

Enterprise level Email systems – Microsoft Exchange Exchange hosted in the cloud (or Google Apps)

Enterprise phone systems Fast. Easy. Managed.

All of your communications replicated to all of your devices – automatically

On the go conflict checking, referrals, communications

Tip #2 – Enterprise Communications

Real Time / Consistent / Constant Wherever You Go – there you are Client, internal, external, historical and current

emails / communication available at all times No geographical boundaries Courtrooms, client meeting, negotiations, closings,

depositions communication kept in real time world Conflict checking during a meeting Synched between primary and tertiary devices Wow factor Exceeds client’s expectations soon to be to be

expected by clients Need expands the range from sole practitioner to

large sized firms

ENTERPRISE COMMUNICATIONS

ALWAYS PLUGGED IN – NO COMMUNICATION

BARRIERS

A must have for EVERY practice Solo to large firm

The ultimate organization tool Organize all client & case data, documents,

communications, finances, all in one place Collaboration & Security tool

Collaborate with whom you want, keep your files secure from those who should not have access.

Great place to leverage the cloud Great hub for your data

Tip #3 – Practice Management Software

True key to success Virtual Office from Remote Locations Efficiencies & effectiveness = increased profitability Unencumbered collaborations between attorneys

Depositions, court, preparations for trials TimeMatters – docketing, conflict checks, pertinent client details used by attorneys, paralegals, and admin support robust even when off-shelf; can be customized

Play with Big Boys on Sophisticated Turfs push for new technology pull from clients for state of art tech work with institutional clients

Avoids malpractice suits – cross checking Electronic billing – future standard

PRACTICE MANAGEMENT SOFTWARE: KNOWLEDGE IS POWER

PACKS A POWERFUL

PUNCH

The Password is Thanksgiving

Learn how to use accounting software or make sure someone in your office, who you trust, implicitly, with your money, knows how to use it. Re-read this if you do not fully understand

Learn how to read the financial statements generated by your accounting software Tracking every dollar spent is actually quite

easy, and knowing where it is spent is powerful information.

Great place to leverage the cloud

Tip #4 – Financial Software

BUDGET / FORECASTING

MEET MILESTONES? YES? - CONTINUE PATH; EXPAND

NO? - FINANCIAL ANALYSIS Drill down

Allocation of resources

Tailor firm’s book of business to firm’s strengths.

Realization rates

Billable hours

Financial Software Billable hours

1st Qtr 2nd Qtr

3rd Qtr 4th Qtr

Make sure your data is backed up, daily Location & medium of data backup Testing (restore) of your backup Emergency plan…written procedures Do NOT wait for the emergency to happen

At that point its too late It WILL cost more money

at that point then it would have to put the plan into place to begin with

Tip #5 – Backup & Emergency Plan

• 20 years ago – manual, duplicative, off site • Cumbersome, expensive, slow

• Move to electronic back-up • Manual process of storing tapes off site • Responsibility of an individual

• No more excuses: Move to internet platform • Individuals and small firms – spam/antivirus

software ($40 per year per license) • Firms – professional services consultants • Responsibility lies in provider of software and consultants

Backup & Emergency Plan

Jon A. Dorf, Esq. Founder and Managing Partner

F

Sharing Your Vision For Success SM

Sharing Your Vision For Success SM

Areas of Concentration In the corporate arena, Mr. Dorf advises clients on the sale and purchase of businesses, the implementation of internal agreements (shareholder agreements, operating agreements, and related governance agreements), and the negotiation of contracts. He also counsels businesses on matters relating to their growth, strategic planning, and litigation needs. His real estate practice includes the finance and purchase and sale of large commercial properties as well as leasing arrangements on behalf of owners and tenants. He has been instrumental in many large scale and high profile real estate transactions. In the last few years, the firm has handled commercial real estate transactions totaling approximately half a billion dollars.

Appointed Positions Mr. Dorf offers both legal and practical perspectives to his clients, drawing upon his own experience as the firm’s founder and managing partner, former Chair of the Committee on Law Practice Management for The New York State Bar Association, and present Chair for the Westchester County Bar Association’s Law Office Management Special Committee. He is also the current Secretary of the Westchester County Bar Association where he also serves on the Board of Directors. Mr. Dorf also serves on the Board of the Business Council of Westchester and as its General Counsel. Additionally, for approximately seven years, he served as a Town Prosecutor for the Town of Mamaroneck and was also a member of the Harbor Commission of the Village of Mamaroneck. Last year, Mr. Dorf was appointed President of the Orienta Point Association, Inc., a community organization of more than 500 homes, including his own, where he resides with his wife and two daughters.

Presentations and Lectures Mr. Dorf frequently reaches out to the community by giving presentations on various areas of the law. In 2008, he was guest speaker on the subject of commercial real estate for Pace Law School’s New Directions Program. Mr. Dorf also spoke that year at the Westchester Women’s Bar Association Real Estate Expo on the subject of commercial real estate transactions and at the 2009 “Commercial Purchasing, Leasing and Workouts” seminar sponsored by Skyline Title, Inc. and promoted by the Westchester County Bar Association and the Westchester Women’s Bar Association.

Degrees and Qualifications A graduate of Connecticut College and Albany Law School of Union University, Mr. Dorf is admitted to practice in the State of New York as well as the United States Supreme Court, the United States District Court for the Southern and Eastern Districts of New York and the District Court of Connecticut. He is also a member of the American Bar Association, the New York State Bar Association and the Westchester County Bar Association.

Areas of Concentration

•Corporate Law •Real Estate

Education •B.A. Connecticut College •J.D. Albany Law School

Honors and Awards •2008 Pace Setter Award

•2008 Family Friendly Employment Policy Award

•2009 Hall of Fame Small Business Success Award

•Elected to Super Lawyers 2010, 2011

THE DORF LAW FIRM, LLP

740 West Boston Post Road Suite 304 Mamaroneck, New York 10543-3345

Tel: (914) 381-7600 Fax: (914) 381-7608

jdorf@dorflaw.com www.dorflaw.com

Professional Marketing Maven and Political Scientist I work with professional services firms and individuals to structure and implement strategically-grounded, research-based marketing programs. Marketing Plans Strategy: for firms, practice groups, offices and/or individuals including analysis of current situation, identification of goals, selection of appropriate targets, development of strategies and programs to reach audiences Project Design, Project Creation, Project Management: create, write and/or edit Web site content and all manner of print materials Outreach Programs for Internal and External Audiences: define target audiences and develop appropriate materials for targeting, cross-selling, and/or client care programs Marketing Research Internal Marketing Research: analyze internal data to create a foundation for marketing strategy and enhancement of the internal pro-marketing culture External Marketing Research: understand the competitive environment Executive Interviews: conduct one-on-one interviews with key clients or referral sources to determine clients’ future needs and assess service quality and service delivery Focus Group Sessions: design and moderate focus group interview sessions to gather reputational or service-related insights Coaching & Training Training, Coaching, Mentoring Programs: business development skills for individuals, practice groups or firms

Accounting Firms [In-house] •Richard A. Eisner & Company, LLP [now Eisner], Director of Marketing •KPMG Peat Marwick, Manager of the Internal Research Group in the National Marketing Department •BDO Seidman, Marketing and Communications Manager with National and State responsibilities •Grant Thornton, Communications Manager Law Firms [In-house] •Haight, Gardner, Poor & Havens [now Holland & Knight], First Director of Marketing •Whitman, Breed, Abbott & Morgan, LLP, First Marketing Director Consulting Firm [In-house] •Hamilton, HMC, the health care division of Kurt Salmon Associates, Division Director of Marketing •MarketForce, division of Hildebrandt International, Consultant

Professional Activities •Past-President of the Legal Marketing Association, Metropolitan New York Chapter •Faculty [former], New York University Marketing and Management Institute •Editor [former] of Strategies, the Legal Marketing Association’s national membership publication •Discussion leader, Workshop in Business Opportunities [WIBO] seminars on marketing topics •Lecturer, Community Capital Resources marketing program •Board of Directors, Grace Church Community Services, White Plains, NY •Board of Directors, Shelldrake Environmental Center Education •Marketing and research courses, American Marketing Association, American Management Association, The Burke Institute, seminars, conferences •Eli Lilly Fellowship [Post-doctoral grant], The Bunting Institute of Radcliffe College •Ph.D., The Graduate Center, City University of New York •M.A., Hunter College, City University of New York •B. A., cum laude, Smith College, Northampton, MA

The McCarron Consulting Group 68 Main Street, 2nd Floor Tuckahoe, NY 10707 www.mccarron.net (914) 391-5000 john@mccarron.net

Montes & McCarron Attorneys & Counselors At Law PLLC 68 Main Street, 2nd Floor Tuckahoe, NY 10707 www.montesmccarron.com (914) 729-1083 jrm@montesmccarron.com

JOHN R MCCARRON JR, ESQ John R. McCarron Jr is the founder and owner of the McCarron Consulting Group, LLC and a partner at the firm of Montes & McCarron, Attorneys & Counselors At Law PLLC. Prior to forming MCG, John gained considerable work experience in the Nuclear Industry and the Computer Security field as well as working as a senior member of the technology team at Cybersettle, Inc. While working at Cybersettle, he managed the company's IT infrastructure and operations, while overseeing a global network which spanned numerous countries covering 3 continents. In addition to IT management, John was also heavily involved in the product side of Cybersettle’s business: the world's first on-line dispute resolution system. This system obtained patents in the U.S. and other countries around the world, and the system is still in use today. John was the recipient of the 2008 Rising Stars, 40 Under 40 Award for Westchester County, New York. John achieved certification as a Microsoft Certified Systems Engineer in 2003 and maintains that certification today. John graduated from the Western Connecticut State University in 1999 and received his Juris Doctor and certificate of concentration in International Law from Pace University School of Law in 2009 and an LLM in Real Estate Law in 2010. John's passion in the law revolves around the close connection technology has with the law , as well as the intricacies of taxation and finance that are interwoven with matrimonial practice, commercial real estate transactions, trusts and estates and small business. John is a member of the American Bar Association, New York State Bar Association, Westchester County Bar Association and Putnam County Bar Association. John is the co-chair of the WCBA’s Law Office Management Committee and a Standing Member of the NYSBA Law Practice Management Committee. He also is a member of the Westchester Young Advisor’s Group – a group of dedicated young professionals in Westchester County who utilize their business acumen to foster innovative business strategies.