Speaking Engagements

Preppers: Acing Your SEC Examination
PERE CFO Forum 2014
Scheduled June 2014

Maneuvering your way through an SEC exam
Private Fund Compliance Forum 2014
Scheduled May 2014

Regulation: Evolution or revolution for real estate
PERE CFO Forum 2013
July 2013

Geek Parenting
PAX East
March 2013
Thanks to Our PAX East Prize Donors

Ensuring Compliance
The Role of Social Media in the Compliance World
PEI Private Fund Compliance Forum
May 2012

Raising the Next Generation of Geeks
Pax East
April 2012
PAX East Panel at GeekDad

Update on tax law and regulatory changes affecting Private Equity
Private Equity International’s CFOs and COOs Forum 2012
January 2012

Social Media & Social Networking: Some Cautionary Tales
Enterprise 2.0
June 2011

New rules governing fundraising
Private Fund Compliance Forum
May 2011

Geek Parenting
Pax East
March 2011
GeekParenting Rules at PAX East

Legal Issues Presented by On-Line Social Networks and Cloud Computing
Massachusetts Bar Association – In House Counsel Conference (Eighth Annual)
December 2010
My speaking notes

Have you been Dodd-Franked?
Real Estate Finance Association
http://www.gbreb.com/REFAEventDetails.aspx?id=2503
December 2010

Leading the Bar into the Future
New England Bar Association Annual Meeting
https://www.ctbar.org/userfiles/NEBA/NEBA_2010_Reg_Brochure.pdf
October 2010

Social Media Policies: Crafting a Uniform Policy Across your Organization and Enforcing It
Virtual Corporate Counsel Forum
September 2010
Materials from Social Media Policies

CCO Roundtable: Tactical Q&A with Top Compliance Officers to Help You Solve the Regulatory Puzzle
Private Equity Tax & Compliance Practices 2010
June 2010
Post

Social Media Policies: Practical Advice From The Trenches
Enterprise 2.0
June 2010
Summary of the enterprise 2.0 policy panel

Governing Social Media: How to Monitor, Manage and Make the Most of Employee Use of Social Media
Interact 2010
May 2010
Materials for Governing Social Media

The Social Networking/Web 2.0 Revolution
ALA Annual Conference
May 2010
Materials, with a slidedeck and sources

Social Media and Compliance
ICI Mutual Conference
April 2010
Slidedeck for Social Media and Compliance

Bringing Up the Next Generation of Geeks
PAX East
March 2010
Notes from Doug and the GeekDads Go to Pax East 2010

Web 2.0, Knowledge Management and Professional Development
Bentley University’s CS 299 – Web 2.0: Technology, Strategy, Community
March 2010
Materials for Web 2.0, Knowledge Management and Professional Development

Beyond LinkedIn: Advanced Social Media for Lawyers
Boston Bar Association – Computer & Internet Law Committee
February 2010
Materials for Beyond LinkedIn: Advanced Social Media for Lawyers

Social Networking is Serious Business
AIIM New England Chapter Event
January 2010
Presentation Materials for Social Networking is Serious Business

Positioning yourself for tomorrow’s social media today: Practical approaches for legal professionals
Webinar sponsored by Martindale-Hubbell Connected
December 2009
Materials for Positioning yourself for tomorrow’s social media today: Practical approaches for legal professionals

Social Media: Policy Formation & Risk Management
Enterprise 2.0 Conference
November 2009
Materials for Social Media: Policy Formation & Risk Management

Personal Knowledge Management
Boston Knowledge Management Forum at Bentley University Symposium on Leveraging Knowledge
Personal Knowledge Management – Professional Know-How
October 2009
Materials for Personal Knowledge Management and Compliance

Web 2.0, Knowledge Management and Professional Development
Bentley University’s CS 299 – Web 2.0: Technology, Strategy, Community
October 2009
Materials for Web 2.0, Knowledge Management and Professional Development

Shifting  Regulatory Landscape in the US and Abroad
PEI Real Estate CFOs Forum
October 2009
Materials for Shifting Regulatory Landscape in the US and Abroad

Social Networking 101
Social Networking 201

Association of Legal Administrators – Boston Chapter
September 2009
Materials for Social Networking for Legal Administrators

Social Media Best Practices
Develop Your Company’s Corporate Policy for Social Media
Social Media: Risks & Rewards from Incisive Media
September 2009
Materials for Social Media Best Practices
Materials for Develop Your Company’s Corporate Policy for Social Media

Massachusetts Data Privacy Law
Preparing for the strictest privacy law in the nation:  MA Privacy Law 201 CMR 17
sponsored by Knowledge Management Associates, LLC
July 2009
Materials from the Presentation

Compliance and Cloud Computing
Evening in the Clouds program at the Enterprise 2.0 Conference
June 2009

Social Media in Compliance
EthicsPoint Regional User Forum – Boston
May 2009
Materials from the presentation

Compliance / Risk / Governance
Session Chair
Counsel to Counsel Forum
April 2009

Technology, Tools & Knowledge Management: High-Performance Legal Teams 2.0
Panel Discussion
Counsel to Counsel Forum
April 2009

Web 2.0 – Leveraging New Media to Maximize Your Securities & Compliance Practice
Presentation with Bruce Carton of Securities Docket
February 2009
Webcast of the Presentation
Materials from the Presentation

Social Networking for Lawyers and Legal IT
Presentation to the Boston Chapter of the International Legal Technology Association
October 2008
Slides: SlideShare, JDsupra

The Paperless Practice Toolkit: Taming the technology tiger
Presentation for Massachusetts Continuing Legal Education
October 2008
Slides: JD supra

Web 3.0 Attorney Social Networking
Presentation to the New York Legal Marketing Association
September 2008

Wikis in Law Firms
Presentation at the International Legal Technology Association Annual Conference
August 2008
Slides: JD supra

Experience Management – Case Studies in Tackling a Difficult Challenge
Presentation at the International Legal Technology Association Annual Conference
August 2008

Establishing the Digital Relationship
Presentation to the Professional Marketing Forum
July 2008
Slidedeck: Slideshare.net

Knowledge Management and Web 2.0
Presentation at ILTA New York Regional Meeting
July 2008
Slidedeck: Slideshare.net

What Blogging Brings to Business
Presentation at the Enterprise 2.0 Conference
June 2008

Serving Multiple Generations – The Role of Web 2.0 and Strategies for IT
Legal I.T. Leadership Summit
May 2008
Co-panelist with Professor Andrew McAfee and Jason Lichter

Deploying WorkSite 8.3 – Customer Case Study
Legal I.T. Leadership Summit
May 2008
Co-presenter with Kevin Hicks of Interwoven, Inc.

An Attorney’s Perspective on Web 2.0 and Enterprise 2.0
Minnesota Association of Law Librarians
May 2008
Slidedeck: Slideshare.net

Higher Productivity Increases the Bottom Line at Law Firms
Webinar, Presented by HotDocs and Two Step Software
April 2008

Financing Your Acquisition and Construction
Part of Real Estate Development From Beginning to End in Massachusetts seminar presented by Lorman Educational Services
November 2007

The Search for Search

A presentation at the Boston KM Forum, as part of a panel entitled The Whole Nine Yards – the Full Suite of Tools Needed for Enterprise Search
April 2007

Closing Commercial Real Estate Financing and Closing Commercial Real Estate Transactions

Part of the Fundamentals of Real Closings seminar, presented by Lorman Educational Services
February 2006

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