David Whelan’s Résumé

I improve information access.  I have managed small and large information, library, and technology teams delivering information to professionals.  My interests have frequently led me to consult with businesses and other organizations on their technology and information issues.  I focus on the intersection of technology and information, including knowledge management, competitive and business intelligence, use of metrics and analytics for better decision-making and resource management, and emerging trends in information technology and information management areas.  Professional writing and speaking enable me to focus on a wide variety of topics.

Experience

Manager, Legal Information
Law Society of Upper Canada, Toronto, Canada
2007 – present

  • Manage the Great Library, a public law library operated by the Ontario lawyer and paralegal regulator, with 20 staff and a $3 million budget, handling over 20,000 interactions a year and primarily serving a membership of over 45,000 lawyers and paralegals.
  • Manage the corporate records and archives department, dealing with issues related to document management and retention by 600 organization staff, knowledge management, information management, and preservation for corporate departments as well as external researchers.
  • Assumed management of the web content management team in 2011 at the CEO’s request following a sub-optimal Web site rollout, supporting a redesign of the Web site as well as an integration of multiple Web properties for better navigation and search and design and management of the corporate intranet.  Transferred the team back to IT in 2017.
  • Provided subject matter expertise in shifting provincial courthouse law library system from two online legal research providers to a single source, saving $1 million in the first year, and continuing to broker biennial competitive bids from the two primary legal publishers in Canada on behalf of the courthouse law library funding source.
  • Act as an internal and external resource on legal technology, law practice management, legal information management, and law libraries, speaking and writing frequently on issues related to cloud, confidentiality, social media, encryption, and law practice, including a bi-monthly column on Slaw.ca.

Law Library Director
Cincinnati Law Library Association
, Cincinnati Ohio
2004 – 2007

  • Managed subscription membership county courthouse law library serving 1,500 lawyers across a multi-county region, working with non-profit (503(c)) board of trustees and elected government representatives to deliver legal information.
  • Rebuilt library endowment through improved fiscal management, refocusing collection development and documenting collection strategy.
  • Managed migration from Sirsi Dynix integrated library system (ILS) to cloud-based EOS service.
  • Developed and implemented members-only research Web site that integrated subscriptions to services including Fastcase, HeinOnline, and ALI-ABA in what were often first of their kind license arrangements between legal publishers and courthouse libraries.
  • Was a member of an Ohio legislative task force on county courthouse law libraries, and that led to increased public access to justice and county legal research boards.

Adjunct Lecturer
University of North Texas School of Library and Information Science, Denton, Texas
Web Development and Maintenance (5714), 2007

Adjunct Lecturer
University of Northern Kentucky Salmon P. Chase College of Law, Highland Heights, Kentucky
Adjunct Lecturer, Basic Legal Research, 2004, 2005

Director, Legal Technology Resource Center
American Bar Association, Chicago Illinois
1999 – 2004

  • Managed team of reference librarians and lawyers delivering legal technology research to lawyers and businesses supporting the legal vertical market, focused productivity and information management technology for law practice.
  • Redesigned annual survey and published reports to improve year to year comparisons as well as to better segment types of law practice technology information for purchasers, making the LTRC cost-neutral based on survey and sponsorship revenue.
  • Acted as Chief Information Officer (CIO) for the American Bar Association from April 2003 to August 2003 at the COO’s request during a crisis period, handling significant staff and technology upheaval and cost over-runs.
  • Spoke and wrote widely on law practice and technology topics, primarily at national or state bar association meetings, but also at Microsoft and Dell events.
  • Internal and external resource on technology and information matters, including content management, taxonomy, and participation in the LegalXML board of directors.

Adjunct Lecturer
University of Illinois at Champaign-Urbana Graduate School of Library and Information Science, Champaign-Urbana, Illinois
2000 – 2005

  • LEEP Program, 2000, 2002-2005 Using Networked Information Systems (LIS353LE/LIS454LE)
  • LEEP Program, 2003, 2005, Law Resources (LIS433GLE, LIS530GLE)

Head of Computing and Technology Services
Electronic Services Librarian
Southern Methodist University School of Law Underwood Law Library, Dallas, Texas
1996 – 1999

  • Managed instructional and operations technology team for +50 faculty, public access PCs, servers, and wired and wireless networks.
  • Designed, developed, and delivered intranet and extranet sites for law school and law library.
  • Provided technical support for an early law school e-book, using Folio Views.
  • Wrote portion of successful $1 million grant that enabled faculty to shift to portable PCs for teaching around law school.

Web Consultant
O’Faolain Web Design
Web consulting and design: July 1997- October 1999

Law Clerk and Librarian
McGlinchey Stafford Lang, Little Rock, Arkansas
1994 – 1996

Technical Support and Marketing
Future Law, Ann Arbor, Michigan
Privilege Case Management software: 1992 – 1993

Books

Print

Practice Law in the Cloud, Thomson Reuters Carswell, January 2013 (110 pages, ISBN: 9780888046079 )

Finding and Managing Legal Information on the Internet, Second Edition, Canada Law Book, March 2012 ( 230 pages, ISBN: 9780888045652)

Finding and Managing Legal Information on the Internet, Canada Law Book, May 2010  (188 pages, ISBN: 9780888045065)

Electronic (eBook)

These books are self-published using the Pressbooks plugin for WordPress and are free downloads.  E-books are CC-A-SA.  Feel free to share or repurpose as suits you.

Law Practice Technology (March 2015) is an introduction to law office technology for law students who are getting ready to graduate or are taking a legal technology practice course in law school.

Confidentiality in a Wired World (April 2013; revised November 2016) is a short checklist-approach to addressing confidentiality and professional rules-related issues for lawyers using technology in their law practices.

Articles

Artificial Intelligence v. Automation, Legal IT Today, Issue 17, p. 35, March 2017.

What is the Biggest Technology-Related Issue Facing Lawyers Today?, The Florida Bar Journal (Volume 90, Issue 1, pp. 42-43) January 2016.

How to Work with Legal Publishers: Tips from the Front Line, The CRIV Sheet, Vol. 37, No. 3, May 2015. (Based on this post)

Avoid Panic on Planes, BYO Chargers for iOS and Android, Law Technology News, June 12, 2014.

For the Record:  Internet of Things, For the Defence – Criminal Lawyers’ Association Newsletter, March 2014.

Renovating the Law:  Reality vs. Wish List, Law Technology News, February 24, 2014.  Republished in print as Renovate Law, Law Technology News, March 2014.

A Cloud View for LegalTech New York, Law Technology News, February 4, 2014.

Market Without Software Boundaries, Law.com, January 3, 2014.  Also reprinted in Law Technology News, February 2014, p. 25.

Lock Before You Load, Law.com, December 20, 2013.

Crowdsourcing Legal Information:  Fad or Change Agent?, Law.com, October 22, 2013.

Open Source File Storage and Synchronization for Law Firms, Law.com, October 17, 2013.

A Quick Orientation to Cloud Search Tools, Law.com, October 16, 2013.

Backward/Forward:  Are These Rules Still Revolutionary?, Law.com, April 4, 2013. [book review of Guy Kawasaki’s Rules for Revolutionaries, 13 years on]

Lock and Key:  Data Protection and Governance in the Cloud, Managing Partner, January 30, 2013.

Product Review: Thomson Innovation, FreePint Subscription Report Series, August 2012.

Integrating Technology Into Your Trial Practice, For the Defense (Criminal Lawyers Association Newsletter), compiled by Simon Borys, contributed with Phil Brown, Taro Inoue, and Jacob Jesin, February 2012.

Don’t Let Web Encryption Control You, Law Technology News (online only), October 2011.
– Reprint: Simple Encryption, December 2011 (print )

Flip Your Research 360°, Law Technology News (online only), June 2011.

Book Review: When Gadgets Betray Us (Robert Vamosi), Law Technology News, May 2011.

Get the Electronic Licence You Want, Canadian Law Library Review, 2011.

2010 LTN Innovation Awards, Law Technology News, February 2011.

Dowsing for Gold, Web Watch column, Law Technology News, May 2010.

Rethink Open Source, Law Technology News, April 2010.

Doing More with Less:  Innovative Ideas from Small Law Libraries, American Association of Law Libraries AALL Spectrum, November 2009.

Tech Turbulence:  Lost in Time, Law Technology News, October 2009.

Right Size Your Research, Ontario Bar Association (OBA) Briefly Speaking, August 2009.

Get Your Intranet Engines Started, Special Libraries Association (SLA) Legal Division Quarterly (LDQ), Winter/Spring volume 16, nos. 1 and 2, March 2009.

10 Ways to Stretch Your Research Dollars, Law Practice, March 2009. (with Catherine Sanders Reach)

Slip Sliding Away, Law Technology News, November 2008.

Book Review:  The 2008 Solo and Small Firm Legal Technology Guide, Legal Information Alert.  September 2008 (June 2008)

Simply Powerful, Law Technology News, December 2007.
– Reprint:  Stay Informed:  It’s Really Rather Simple, Law.com, December 17, 2007.
– Podcast:  Law Technology Now Exploiting RSS’ Potential (MP3) on LegalTalkNetwork.com, December 2007.

Put the Squeeze on Your Technology, Cincinnati Bar Association CBA Report, April 2007.

Small Firm Focus: Buying Blunders, Law Technology News, March 2007.
– Reprint: How Small Firms Can Upgrade Hardware While Keeping Costs Down, Law.com, March 2007.

A Technology Sampler Platter, Library Hi Tech News, July 2006.

Legal Research: Opinions Online, Law Technology News, July 2006.
–  Reprint: Legal Research? Take it to Court, Law.com, July 2006.

A Collaborative Experiment: ohiolawlibrary.org, American Association of Law Libraries (AALL) State Court and County Law Library (SCCLL) Special Interest Section News, Spring 2006.

Book Review: Directory of Periodicals Online, Business Information Alert, October 2005.

Library Spotlight: Blend Your Legal Research, Law Technology News, July 2005.
–  Reprint: Blend Your Legal Research: Cost-Saving Services Complement Westlaw and Lexisnexis, Pennsylvania Law Weekly, December 2005

Office Administration: Automating Benefits and Payroll Services, Law Technology News, April 2005.

Book Review: The Essential Formbook, Law Technology News, April 2005.

Glum News About E-Billing, Law Firm, Inc., October 2004.
–  Reprint: Glum Times for E-Invoices, Law Technology News, October 2004.
–  Reprint: Electronic Billing: Glum Times for E-Invoices, New Jersey Law Journal, October 2004.
–  Reprint: The Benefits and Costs of Electronic Billing, Legal Times, October 2004.

What’s Up with Wireless?, Philadelphia Lawyer, Summer 2004.

Time and Billing, Small Firm Business, March 2004.
– Reprint: Who Knows Where Time Goes? Small Firms Can Benefit from Time and Billing Software, The Recorder, April 2005.

Where is the Portable Lawyer?, Wisconsin Law Journal, November 2003 (special edition).

Technology Decisions: What to Buy? What to Buy?, Association of Legal Administrators’ Management Encyclopedia 2003, November 2003.

What’s Hot and Not in Small and Mid-Size Law Firm Technology, Law Office Management and Administration Report, November 2003.

Beyond 2003: Predictions 2013, Law Technology News, October 2003.

Taking Command of Your Inbox, Philadelphia Lawyer, Fall 2003.

Feasibility and Viability of the Digital Library in a Private Law Firm Library, 95 Law Library Journal 369 (2003). (co-authored with Molly Flood and Catherine Reach)

Second Opinions: Getting in Front of I.T. Challenges, Law Technology News, August 2003.

Make Online Research Time More Productive, Philadelphia Bar Association Bar Reporter, July 2003.

8 Reasons to Summon FedEx and UPS Online, Law Firm, Inc., April 2003.

Case Software Helps Automate Your Office, Philadelphia Bar Association Bar Reporter, March 2003.

Second Opinions: Unwiring Your Home and Office, Law Technology News, March 2003.

The Near Future for Technology and the Lawyer, Wisconsin Law Journal, December 2002.

Raising the Bar: Get the Most Out of Your Bar Association, Law Office Computing, December/January 2003.

Faster Internet Connection Can Speed Your Work, Philadelphia Bar Association’s Bar Reporter, November 2002.

Expect the Unexpected, Law Technology News, September 2002 (online only)

Editor, 2001 ABA Legal Technology Survey Reports, American Bar Association Legal Technology Resource Center, July 2002.

Welcome to the Wireless World, Law Office Computing, April/May 2002. (feature article)

Destruction May Lurk Behind Your Files, Law Technology News, April 2002.

Dot-com or Dot-Law: Where Was That Information?, American Association of Law Libraries (AALL) Spectrum, July 2001.

The Virtual Librarian: Adding Value in a Digital World, Chicago Association of Law Libraries (CALL) Bulletin, Spring 2001.

Book Review: Introduction to Academic Law Library Design: A Features Approach, Legal Information Alert, April 2001.

Book Review: Drafting Internet Agreements, Legal Information Alert, September 2000.

Presentations

Protect a Digital Law Practice, 2017 Law Society of Upper Canada Solo and Small Firm conference, June 8, 2017.

Confidentiality in a Wired World – Star Wars Edition, The Law Society of Upper Canada, May 4, 2016.

Insights on Negotiating, Toronto Association of Law Libraries, May 3, 2016.

Confidentiality in a Wired World, The Law Society of Upper Canada, December 1, 2016.

Apps and Gadgets for the Mobile Lawyer, Ontario Bar Association TechXpo 2016, November 9, 2016 (with Allan Oziel).

The Anatomy of the Internet, Hicks Morley internal technology practice seminar, September 28, 2016.

Legal Research Made Easy, 2016 Law Society of Upper Canada Solo and Small Firm conference, June 9, 2016.

Confidentiality in a Wired World, The Law Society of Upper Canada, June 2, 2015.

Manage Your Information Flow Before Trial, Ontario Bar Association (OBA) Innovation in Litigation conference, May 9, 2016.

Introduction to Law Office Technology seminar, Duke University School of Law, January 2016 (Skype).

Confidentiality in a Wired World, The Law Society of Upper Canada, December 4, 2015.

Storing Digital Records: Obligations and Best Practices, Law Society of Upper Canada 23d Annual Immigration Law Summit, November 8, 2015 (panel with Phil Brown).

Protecting Client Information in the Digital Era, Canadian Bar Association Annual Meeting, August 15, 2015 (panel with Carolena Gordon, Dan Pinnington, and Scott Kitching).

Confidentiality in a Wired World, The Law Society of Upper Canada, May 21, 2014.

Making the Leap to the Cloud:  Best Practices in Implementing SaaS Solutions, Canadian Corporate Counsel Association, February 2015 (Webinar).

Introduction to Law Office Technology seminar, Duke University School of Law, January 2015 (Skype).

Confidentiality in a Wired World, The Law Society of Upper Canada, December 2, 2014.

Everything you wanted to know about dealing with legal publishers… but were afraid to ask!, Canadian Association of Law Libraries Webinar, November 2014 (with Melanie Hodges Neufeld and Josette McEachern)

Safe and Ethical Cloud Computing, Ontario Bar Association TechXpo, October 2014 (panel with Russell Alexander).

Competitor or Frenemy?, Legaltech West Coast, June 24, 2014 (panel with Tim Hwang and Jay Mandel).

Work Anywhere Technology:  How to Truly Leave Your Laptop at Work, Association of Corporate Counsel Emerging Global Trends Seminar, Toronto, June 19, 2014.

2014 Solo and Small Firm Conference, conference co-chair and panelist on Ultimate Tips Blitz, The Law Society of Upper Canada, June 12-13, 2014.

Confidentiality in the Wired World, The Law Society of Upper Canada, May 22, 2014.

North American Courthouse Libraries: Adapting to Change, Southwestern Association of Law Libraries Annual Meeting, March 21, 2014.

The Virtual Law Office:  Is It Right for You?, Canadian Bar Association Skilled Lawyer Practice Stream CLE Series, with Linda Long, January 2014 (Webinar).

Introduction to Law Office Technology seminar, Duke University School of Law, January 2014 (Skype).

Confidentiality in a Wired World, The Law Society of Upper Canada, December 2013.

Two Sides of Social Media, Ontario Ombudsman in-house training, December 2013.

Envisioning the Future of Technology in Membership Law Libraries, Conference of (Ontario) Law Association Libraries, October 2013.

Find and Use Social Media Evidence, Ontario Bar Association, September 2013.

Get Your Head and Practice in the Cloud, 8th Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2013 (with Richard Ferguson).

Technology and the Muskoka Law Practice, Muskoka Law Association Annual General Meeting, May 2013.

Confidentiality in a Wired World, Law Society of Upper Canada, Professional Competence & Practice in Ontario, May 2013.

Introduction to Law Office Technology seminar, Duke University School of Law, January 2013 (Skype).

Confidentiality in a Wired World, Law Society of Upper Canada, Professional Competence & Practice in Ontario, December 2012.

Toy Story:  Technology Tips for Your Civil Litigation Practice, Colloquium 2012, Sudbury District Law Association, October 2012.

Technology Tips, 2012 State Bar of Montana Annual Meeting, September 2012.

Practicing Safely and Ethically in the “Cloud”: It Can Be Done, 7th Annual Solo and Small Firm Conference and Expo, the Law Society of Upper Canada, June 2012 (with Reid Trautz and Maureen Whelton).

Using Social Media Tools in a Practical and Ethical Way, 7th Annual Solo and Small Firm Conference and Expo, the Law Society of Upper Canada, May 2012 (with Antonin Pribetic).

Confidentiality in a Wired World, the Law Society of Upper Canada, May 2012.

Ethical Issues in Social Media and E-mail Communication, Ontario Bar Association 2012 Institute Solo, Small Firm and General Practice Breakfast, February 2012 (with Dan Pinnington, Dera Nevin).

Technology Tips for Your Civil Litigation Practice – Research Tools, Law Society of Upper Canada, February 2012.

The Ethics of Social Media for Lawyers, Canadian Institute 18th Annual Advertising and Marketing Law Conference, January 2012 (with Phil Brown).

Introduction to Law Office Technology seminar, at the University of Cincinnati College of Law and the Duke University School of Law, January 2012 (Video conference).

Building an RFP: Deconstructing the Process, Canadian Association of Law Libraries Webinar series, January 2012 (with Paul Berry).

Lights, Camera, Action:  Integrating Technology into your Trial Practice, Criminal Lawyers Association, December 2011 (panel with Jacob Jesin, Taro Inoue, and Phil Brown).

Confidentiality in a Wired World, the Law Society of Upper Canada, December 2011.

45 Sites in 45 Minutes, Ontario Courthouse Librarians’ Association, October 2011.

Social Media Research for Employment Litigation, Manitoba Bar Association Legal Research Section, October 2011.

State Bar of Montana Annual Meeting, Kalispell, Montana, September 2011.

Free Stuff:  Tips You Can Use for Free (or Almost) (panelist), National Association of Bar Executives, American Bar Association Annual Meeting, August 2011.

Secrets, Lawsuits & Mediation:  US and Canadian Alternatives to FOI Litigation (panelist), Section of Administrative Law, American Bar Association Annual meeting, August 2011.

Running Your Practice on the Cloud in a Safe and Ethical Manner (panel with Catherine Sanders Reach), 6th Annual Solo and Small Firm Conference, Law Society of Upper Canada, June 2011.

Risk Management Outside the Office, Law Society of Upper Canada, March 2011.

Introduction to Law Office Technology seminar at  Duke University School of Law, January 2011 (Video conference).

Confidentiality in a Digital World, Law Society of Upper Canada, December 2010.

Information Management for Litigators, panelist, Advocate’s Society Fall Forum, October 2010.

5th Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2010

  • Social Media 201 (with Jordan Furlong and Michele Allinotte)
  • Online Research:  Free Tools and How To Maximize Your Search (with Richard Sage)

Lawyer Responsibilities in a Wired World, Law Society of Upper Canada, May 2010

Risk Management Outside the Law Office, Law Society of Upper Canada, December 2009

Impress with RSS, Conference for Ontario Law Association Libraries, October 2009.

Law Office Technology: Why It Should Be In Your Curriculum and How to Get it There, panel at the 2009 CALI Law School Technology Conference, June 2009, with Wayne Miller and Ken Hirsh.

4th Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2009

– E-mail Emancipation: How to Cut the Time That E-mail Takes Out of Your Day , Law Society of Upper Canada (with Catherine Sanders Reach)
– Productivity Tools to Help You Attain Work-Life Balance in Trying Times(with John Starzynski & Carolyn Wilson)

American Bar Association Techshow, April 2009
– Software as a Service: Can You Say Goodbye to Upgrade Headaches with SaaS? (with Catherine Sanders Reach)
– Research on a Dime: Effective Authoritative Sources for the Budget-Minded(with Catherine Sanders Reach)

Managing Information Overload, Law Society of Upper Canada, October 2008 (with Jeanette Bosschart and Meris Bray).

E-mail Emancipation: Productivity in the Age of Information Overload, 3d Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2008 (with Catherine Reach).

Defend with Ingenuity Annual DWI Conference, National Association of Criminal Defense Lawyers, October 2007.
– Improve Your Hand: Technology in Your Future
– Do More Virtually

Internet Research Tips, Solo and Small Firm Law Practice Management and Technology Conference 2007, Cincinnati Bar Association, September 2007.

Virtual Migration: Moving to a Web-based Integrated Library System, Special Libraries Association Annual Meeting, June 2007.

Tips for Solo Law Librarians, Southeast Chapter of the American Association of Law Libraries (SEAALL) Annual Meeting, April 2007.

ABA Techshow 2007, American Bar Association Law Practice Management Section, March 2007.

– Basic IT: Networking DIY
– Basic IT: Should I Stay or Should I Go?

Texas Library Association Annual Conference, Library Technology Sampler Platter, April 2006.

Cincinnati Law Library Association, High Octane Internet Legal Research, March 2006.

Northeastern Lawyers Club, Internet Legal Research Tips and Tricks, February 2006.

Crossroads Community Church, International Justice Mission Research Tips: Sri Lanka, February 2006.

Cincinnati Law Library Association, High Octane Internet Legal Research, September 2005.

Southwestern Association of Law Libraries Annual Meeting, Sampler Platter: Library Technology in Your Future, March 2005.

Don’t Miss the Boat: Effective Communications for Small Bar Associations, American Bar Association Bar Leadership Institute, March 2004.

Legal Forecast 2004, Law Bulletin Publishing Seminars, February 2004.

Building for Success: The Ultimate How-To Seminar for New and Not So New Lawyers, State Bar of Wisconsin, January 2004. (in Milwaukee, Madison, and Wausau) (with Ross Kodner)

Take Your Practice Anywhere: Hot Tips and Tools for Mobile Lawyers, Milwaukee Bar Association, Wisconsin Law and Technology Show 2003, November 2003.

Cutting the Cord: Wireless Law Practice is Here!, Milwaukee Bar Association Wisconsin Law and Technology Show 2003, November 2003.

Software Decisions: Making the Right Choice the First Time, ChicagoLegaltech Show 2003 (on a panel with Ross Kodner and Wells Anderson), October 2003.

Web Pub Web Site Audits, National Association of Bar ExecutivesCommunications Section Workshop 2003, October 2003.

Tech Moments programs for the State Bar of Montana, September 2003.

Tech Tips programs for the State Bar of North Dakota, June 2003.

It’s About Me(mbers), Executives of California Legal Associations, June 2003.

Zero to 60: High-Speed Internet ResearchContra Costa County Bar Association, May 2003.

$5,000 Law Office program for the Wisconsin State Bar, April 2003.

On the Go: Mobility and the Lawyer, Dell Small / Mid-sized Business Group, Legal Industry Executive Briefing, April 2003.

Bells and Whistles without Bills and Wails panel at the National Conference of Bar President’s midyear meeting, Seattle, WA, February 2003.

Technology and the Large Law Firm Lawyer for the Duke University School of Law, January 2003.

Cutting Edge Technology for Small Law Firms for the Shreveport Bar Association, December 2002.

How to Get the Most Bang for Your Technology Buck for the Central Louisiana Pro Bono Project Continuing Legal Education, December 2002.

Wisconsin Law and Technology Show 2002, December 2002.

– 60 Tips, Sites and Gadgets
– What’s Hot and What’s Not in 2003

Large Law Firm Technology Overview on technology trends in large US law firms for the Microsoft Global Professional Services Training Conference, November 2002.

Chicago Legaltech 2002 technology conference, November 2002.

– 60 Hot PC Tips, Tools, and Net Sites to Pump Up Your Practice
– The Legal ‘Net Grows Up

ABA Law Student Division, Joint Circuit Meeting, ABA Technology, October 2002.

St. Louis University, Technology and the Law Student, October 2002.

State Bar of California Annual Meeting, October 2002.

– Technology and the Young Lawyer
– Opening a Solo Practice

Bar Association of Metropolitan St. Louis, Tips and Tricks for Leveraging Your Technology, October 2002.

State Bar of Montana, Tech Moments, September 2002.

Executives of California Legal Associations 2002 Retreat, Bar Association Technology: Challenges and Opportunities, June 2002.

Southwestern Association of Law Libraries Annual Meeting, Wireless World, April 2002.

ABA Standing Committee on Strategic Communications, Enhancing Web Content Retrieval, February 2002.

National Conference of Bar Presidents Midyear Meeting, Bar the Digital Door: Securing Your Systems, February 2002.

Chicago Legaltech 2001 Conference, November 2001.

– To Upgrade or Not to Upgrade: Maximizing Your Technology Dollars
– Pro-Active Disaster Planning II: Securing Your Perimeter
– 15 Tech Tips for “60 Legaltech Tips in 60 Minutes

ABA Section on Family Law Annual CLE Meeting, Law Practice Management: Getting Started with Technology, October 2001.

State Bar of Montana Annual Meeting, Tech Moments, September 2001.

Faculty, State Bar of Montana Annual Meeting Rookie Camp, September 2001.

American Association of Law Libraries Annual Meeting, Wireless Networks: Is It Time to Untether Users?, July 2001.

CALI Computer Assisted Legal Instruction Virtual Reality Check Conference 2001, Wireless Goes Primetime, June 2001.

Computers in Libraries 2001, Extending Library Services with Wireless Networks, March 2001.

National Conference of Bar Presidents, Harnessing Technology, American Bar Association Midyear Meeting 2001, February 2001.

National Association of Bar Executives, The Digital Association, NABE Tech Show 2001, February 2001.

National Conference of Bar Presidents, Leveraging Internet Technology, American Bar Association 2000 Annual Meeting, July 2000.

CALI Computer Assisted Legal Instruction Conference 2000: Going the Distance, Waiting for Wireless?, June 2000.

New York State Conference of Bar Leaders, Using Technology to Enhance Bar Communication: Making Sparks Fly, April 2000.

American Bar Association Section on Legal Education Bricks, Bytes, and Continuous Renovation Conference, Feel Free to Move About: Going Wireless, March 2000.

American Library Association Annual Meeting, Wireless LAN Case Study as part of the LITA Bytes Without Wires: Wireless LANs and WANs in Libraries, June 1999.

Southwestern Association of Law Libraries Annual Conference, Printer Accounting: Reining in the Printing Beast, April 1999.

University of North Texas School of Library & Information Science Chapter of the American Society for Information Science, Web Portfolios, September 1998.

Guest Lecturer, University of North Texas School of Library & Information Science, Internet Resources and Utilization 5711, on HTML and Web Page Creation, July 1998.

Education

University of North Texas School of Library and Information Sciences, Denton, Texas
M.L.S., 1999

University of Arkansas at Little Rock School of Law, Little Rock, Arkansas
J.D., 1996

University of Iowa, Iowa City, Iowa
B.A., Political Science, 1992

University of Sheffield (UK)
Politics and Law for one year

Certifications

Certified Information Professional, November 2012 (by exam), Association for Information and Image Management (AIIM)

Library Reviews

Law library review, University of Saskatchewan university libraries, November 2011.

Technology consulting, Louisiana State University School of Law, December 2002.

Technology consulting, University of Mississippi School of Law, December 2000.

Professional Associations

American Bar Association, 1993-present.

American Association of Law Libraries, 1996-present (Member, Citation Formats Committee 2003-2004; Chair, Citation Formats Committee 2004-2005).

Association of Information and Image Management, 2012-2014 (Member).

Canadian Association of Law Libraries, 2007-2012 (Co-chair, Canadian Law Society and Courthouse Library Directors roundtable, 2008-2012; member, CanLII Advisory Committee, 2009-2010; member, Vendor Liaison Committee, 2009-2012; chair, program committee, 2012 Conference Planning Committee).

Cincinnati Bar Association, 2005-2007 (Member, Legal Research and Information Resources Committee).

International Legal Technology Association (ILTA), 2013-present.

Library Leadership Institute 2009participant, May 2009.

National Association of Bar Executives, 2002 – 2004.

Ohio Regional Association of Law Libraries, 2004 – 2007.

Ohio State Bar Association, 2005 – 2007.

Ontario Libraries Association, 2009-2012.

Special Libraries Association, Legal Division, member (2000 – 2013); Cincinnati Chapter, member (2005-2007), chair-elect (2005-2006), chair (2006-2007); Competitive Intelligence Division, member (2012-2013).

Toronto Association of Law Libraries, 2007-2009.

Honors

Winner, 2014 CLawBies (legal blogging award), Legal Technology category, for personal blog

Finalist, 2012 CLawBies (legal blogging award), Law Library Blog category, for Finding Legal Information blog

Finalist, 2011 CLawBies (legal blogging award), Law Library Blog category, for Finding Legal Information blog

Member of the inaugural Fastcase 50 (2011), “honoring the law’s smartest, most courageous innovators, techies, visionaries, and leaders”.

Named one of Canada’s top legal social media influencers (2011)

Finalist, 2010 CLawBies (legal blogging award), Law Librarian Blog category, for Finding Legal Information blog

External Board, Committee, and Volunteer Activity

Member, Advisory Committee, Toronto Legaltech 2015.

Volunteer Coach, Newmarket Soccer Club U9 Boys, 2014-2015.

Member, Canadian Centre for Court Technology Clearinghouse Working Group, 2010 – 2011.

Volunteer Leader, Scouts Canada, 2008-2010 (Beaver Scouts: Ringtail; Cub Scouts: Bagheera).

Member, Ohio General Assembly Task Force on Law Libraries, 2005-2007.

Member, Editorial Advisory Board, Law Technology News, 2002-2014.

Member, Law Technology News Annual Technology Awards judges panel, 2003-2013.

Member, Board of Directors, LegalXML, Inc. XML standards development organization, 2001-2002.

Member, IT Steering Committee, Volunteer Center of Dallas, 1998-1999.