Kephart Fisher Business of Law Conference
October 24, 2019 | 1:20 pm - 4:40 pm | Barrister Club
UPDATE: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for three (3.0) hours of CLE instruction.
Welcome to the first Kephart Fisher Business of Law Conference! This conference will explore how early-career practitioners and law students can thrive and stay in law practice for the long-term by learning and gaining a holistic understanding of the business of law. Experienced law firm and in-house legal department leaders will engage in panel conversations and discussions with attendees on key business of law topics including:
- Client Expectations
- Lawyer Well-Being and Success
- Evolving Billing Practices
The conference has been designed to support early-career law practitioners (1-5 years of experience) and law students but will provide useful insights and guidance for any legal professional. There is no cost to attend, and participants are free to attend all or part of the conference. However, registration is required. REGISTER HERE
1:20-1:30 p.m. Opening Remarks
Daniel Tokaji, Associate Dean for Faculty and The Charles W. Ebersold and Florence Whitcomb Ebersold Professor of Constitutional Law, The Ohio State University Moritz College of Law
David W. Fisher, Principal, Kephart Fisher LLC
1:30-2:30 p.m. Client Perspectives Panel
Moderated by: Katrina Lee, Clinical Professor of Law, The Ohio State University Moritz College of Law
- Natalie Furniss, Senior Vice President, P&C Legal at Nationwide
- Terri Meldrum, Senior Vice President and General Counsel, OhioHealth Corporation
- Lisa Whittaker, Employment, Compliance, and Litigation Counsel, EXPRESS
2:30-3:30 p.m. Lawyer Well-Being & Success Panel
Moderated by: Rhianna Wardian, Juris Doctor Candidate, The Ohio State University Moritz College of Law, and Master of Health Administration Candidate, The Ohio State University College of Public Health
- Luke Fedlam, Attorney, Porter Wright Morris & Arthur LLP
- Loriann E. Fuhrer, Director, Kegler Brown Hill + Ritter
- Albert G. Lin, Counsel, Baker Hostetler
- Gina Ormond, Vice President, Nationwide Realty Investors
3:30-3:40 p.m. Networking break
3:40-4:30 p.m. Evolving Billing Practices Panel
Moderated by Robert Ryan, Partner, Kephart Fisher LLC
- Kailee Goold, Senior Counsel Litigation, Cardinal Health
- Marie-Joëlle C. Khouzam, Partner, Bricker & Eckler
- Jeffrey S. Standley, Managing Partner, Standley Law Group LLP
4:30-4:40 p.m. In Favor of a Holistic Approach to the Business of Law
Katrina Lee, Clinical Professor of Law, The Ohio State University Moritz College of Law
4:40 p.m. Reception – hors d’oeuvres, non-alcoholic beverages
This conference is presented by The Ohio State University Moritz College of Law, in partnership with and funding from Kephart Fisher LLC.
Luke is an attorney in the firm’s Corporate Department leading the Sports Law Practice Group. He brings a well-rounded approach to the challenges athletes face at any phase of their career. Working with an athlete’s team of advisors he provides the essential, objective, thorough and balanced counsel necessary to leverage the opportunity at hand. Luke regularly advises a range of clients – from student athletes transitioning into professional sports, professional athletes navigating life on a team, to retiring athletes creating the game plan for their life after sports – on matters including marketing contract analysis, immigration issues, investment opportunity due diligence, asset protection, real estate development, brand and mark protection, as well as trust and estates. Prior to joining Porter Wright, Luke served as a legal manager in the mergers & acquisitions area and director of business development at The Scotts Miracle-Gro Company. He leads the advisory firm, Anomaly Sports Group. Luke earned a J.D. from The Ohio State University Michael E. Moritz College of Law and a B.A. from Wake Forest University. Honors & Awards
- Ohio Super Lawyers®, Rising Stars Edition, 2016, 2019
- Columbus Business First, Forty Under 40
- United Way of Central Ohio, Color Me Excellent Award, 2015
- American Law Institute, Scholarship and Leadership Awards, 2013
- Northeastern Regional Transactional Law Competition, “Best Written Agreement,” 2013
- Tulane Mardi Gras National Sports Law Moot Court Invitational, 2nd Place Oralist
Loriann E. Fuhrer, Director, Kegler Brown Hill + Ritter
Lori represents companies in complex business and employment matters, both as a counselor and in the courtroom. Lori uses her two decades of experience to help companies navigate business disputes with customers and vendors, and advises companies on employment matters. When the need to litigate arises, Lori seamlessly steps into the ring, having tried cases in state and federal courts, both inside Ohio and elsewhere. Lori is a Senior Fellow of the Litigation Counsel of America Trial Lawyer Honorary Society, and is a co-founder of its Complex Commercial Litigation Institute. Fellowship is highly selective and by invitation only, and is based on accomplishment and effectiveness of litigation, as well as superior ethical reputation. Lori is a member of the firm’s Executive Committee, and serves as Co-Director of Associate Development. She previously served as chair of the Recruiting Committee and was instrumental in the creation of the firm’s Women Lawyers’ Initiative in 2000. Lori earned a J.D. from The Ohio State University Moritz College of Law, an M.A. from the University of Toledo and a B.A. from Mount Union College Bar Admissions Honors
- Recipient of the Litigation Counsel of America’s 2019 Peter Perlman Service Award
- Selected as one of 12 women to appear in the 2018 Columbus Women WELDing the Way calendar
- Recognized as one of the “Top 25” women attorneys in Columbus by Super Lawyers
- Recognized as one of the “Top 50” women attorneys in Ohio by Super Lawyers
- Recognized as one of the “Top 50” attorneys in Columbus by Super Lawyers
- Recognized as one of the “Top 100” attorneys in Ohio by Super Lawyers
- Selected as one of four women in the nation in the ‘Up and coming Litigator’ category for Chambers USA Women in Law Awards 2013
- Recognized as a Band 4 attorney in Litigation by Chambers & Partners, 2014-2018
Natalie Furniss, Senior Vice President, P&C Legal at Nationwide
Natalie is the legal, regulatory, and strategic leader of a team of roughly 120 professionals supporting product, pricing, underwriting, and claims operations for Nationwide’s Property Casualty business, which includes, among other operations: -Nationwide’s Farm and Agriculture lines (the #1 writer of farms and ranches); -Standard Commercial (including the #1 total small business insurer); -Excess & Surplus lines business (the 2nd largest domestic specialty commercial lines insurer); -Home (the #7 largest writer of homeowner’s policies); and -Auto (the #8 largest writer of auto policies). Additionally, Natalie leads the legal team providing support to affiliated company Nationwide Indemnity, and is the leader of the State Legal Regulatory Team, primarily responsible for the relationships with the Departments of Insurance and State Attorney Generals. Natalie previously served as the Senior Vice President, Property & Casualty Commercial Lines Legal, for Nationwide. Before joining Nationwide, she was a Partner at Bricker & Eckler LLP, where she led a team in a national litigation practice representing insurance and financial product companies as well as health care providers in a variety of business disputes as well as in providing a variety of related advisory services. Natalie is a member of the American Bar Association Tort Trial Insurance Practice Section and is Past Chair, Life Insurance Committee She is also a Member of the International Association of Defense Counsel, for which she served as Vice Chair for the Corporate Counsel Committee, the Business Litigation Committee and the Insurance/Reinsurance Committee. She has served as a board member and trustee for numerous organizations. Natalie earned a B.A. from The Ohio State University and a J.D. from Capital University Law School
Kailee Goold, Senior Counsel, Litigation, Cardinal Health
Lisa works to identify, analyze, mitigate and communicate enterprise-wide risk to company stakeholders including executives, business leaders and corporate functions; budgets, manages and creatively resolves complex litigation across a wide variety of business units and subject matters; develops and improves processes to drive down costs and increase consistency and efficiency across matters; and drives diversity of thought and inclusion among internal and external teams through simple, innovative solutions. Before joining Cardinal Health, Kailee practiced civil litigation at Kegler Brown Hill + Ritter where she represented business clients on all aspects of commercial litigation, labor and employee relations and professional responsibility and ethics matters including representing law students in character + fitness hearings. She was also a legal assistant for Felty & Lembright Co., L.P.A., in the Bankruptcy and Collections departments. Kailee is a frequent presenter on topics including: – Content Marketing + Social Media: Best Practices for the Best Practices – Differentiating Yourself through Effective Communication – Tweetorial: A How-To Guide for Attorneys by an Attorney – Effective Corporate Communication Kailee earned a J.D. from The Ohio State University Moritz College of Law and a G.A. from West Virginia University. Kailee serves on local boards, is social media chair for Women Lawyers of Franklin County and has a keen interest in helping lawyers communicate more effectively.
Marie-Joëlle C. Khouzam, Partner, Bricker & Eckler
Joëlle counsels and defends management and business owners in labor and employment law matters, including discrimination and harassment, intentional torts, breach of contract, non-compete/restraint of trade, and other issues affecting the employment relationship. Her focus includes providing day-to-day advice on personnel issues, helping management develop and implement policies, and representing clients before various state and federal agencies and courts. Joëlle is also a firm believer in the value of mediation, advocating on behalf of clients in mediations and also serving as a retained mediator (neutral). She conducts frequent in-house training to help management ensure compliance and avoid litigation, and is an author and speaker on developing employment-law topics. Recently, she has been advising trade associations and speaking across the state on the legal impact of Ohio’s medical marijuana law on workplaces. Joëlle has served as the City Attorney for Grandview Heights since 2006. She chaired Bricker & Eckler’s Diversity & Inclusion Committee from 2014 to 2018. Previously, Joëlle was managing partner at Carlile Patchen & Murphy LLP, and as an associate with the law firms Schottenstein, Zox & Dunn, and Emens Hurd Kegler & Ritter. Honors Joëlle has received numerous recognitions, including Best Lawyers in America (2010–2020, Employment Law – Management; Labor Law – Management), Ohio Super Lawyers (2007–2019, Employment & Labor: Employer; State, Local & Municipal; Workers’ Compensation: Employer/Insurance; Employment Litigation: Defense; Nonprofit Organizations ), and Ohio Diversity Council’s Most Powerful and Influential Women in Ohio Award (2009, 2017.) Joëlle serves as a Fellow, College of Labor and Employment Lawyers, was Former President, Ohio Municipal Attorneys Association, and was a Former Board Member/Officer of the Grandview Chamber of Commerce. Joëlle earned a J.D. from the University of Toledo and a B.S. from Bowling Green State University.
Katrina Lee, Clinical Professor of Law, The Ohio State University Moritz College of Law
Professor Katrina Lee joined the faculty at The Ohio State University Moritz College of Law in 2011 after an accomplished career in complex litigation spanning more than 12 years. Professor Lee has represented Fortune 100 companies in all litigation phases, including discovery, trial, appeal, and dispute resolution proceedings. At a national law firm, she was elevated to equity partner in her seventh year of practice, making her one of the youngest ever in that firm’s history to achieve that distinction. Professor Lee writes and presents on topics related to the business of law; legal ethics; legal writing; negotiations; and mentoring. She is the author of several scholarly articles and the business of law coursebook, The Legal Career: Knowing the Business, Thriving in Practice (West Academic 2017). Professor Lee brings to her work leadership experience at a law firm and in the legal community. While a corporate litigator, she chaired her law firm’s recruiting committee and ran the firm’s San Francisco office summer associate program. She served on the Board of Directors of the Bar Association of San Francisco and as an advisory board member and mentor in the BASF School-To-College diversity pipeline program. In 2019, Professor Lee was elected President-elect of the Association of Legal Writing Directors. Professor Lee chairs the 2019 ALWD Biennial Conference Program Committee and co-chairs the 2020 Legal Writing Institute Biennial Conference Committee. Professor Lee is a board member of the Asian Pacific American Bar Association of Central Ohio and Chair of its Mentorship Committee. Professor Lee teaches Business of Law, Legal Analysis and Writing 1 and 2, Legal Negotiations, and LL.M. Legal Writing. She has also taught Business Negotiations in a Global Environment in the University of Oxford-Ohio State University Summer Law Program. Professor Lee is Director of the LL.M. Legal Writing program. Katrina earned a J.D. and a B.A. from the University of California, Berkeley. She is a member of the California State Bar.
Albert G. Lin, Counsel, BakerHostetler
Albert’s practice focuses on class actions and complex litigation, with experience in financial services, securities and governance litigation, government regulation and enforcement, and appeals. Albert often leads teams in material litigation where liability exceeds $10 million or challenges a company’s right to do business. He works closely with clients to develop and implement a focused and cost-effective litigation plan to achieve excellent business results. These strategies vary depending on the client’s goals, and can range from pre-complaint settlement, pairing litigation with government advocacy, or decision at trial. Albert has represented hedge funds in complex securities litigation and fraudulent conveyance actions relating to investments in a Ponzi scheme (case settled favorably), and a large regional bank in multiple major bank fraud matters, including theft by a senior executive, stolen tax refunds and counterfeit checks. He has also enjoined dissipation of assets and successfully sought recovery from defendants, their assets and fraudulent conveyees. Albert previously served as General Counsel to the Ohio Attorney General, where he was the primary manager for securities litigation involving the State of Ohio. While with the A.G.’s office, Albert negotiated the resolution of two of the largest securities class actions in U.S. history, In re Marsh & McLennan Sec. Litig. ($400 million) and In re AIG Sec. Litig. ($1.01 billion). In private practice, Albert often works with local, state and federal officeholders to help achieve the client’s business goals. Albert also served as law clerk for The Honorable R. Guy Cole Jr., U.S. Court of Appeals, Sixth Circuit, and The Honorable Ann Aldrich, U.S. District Court, Northern District of Ohio. Albert has received numerous recognitions, including Ohio “Super Lawyer” (2019), Ohio State Bar Association, Ohio Supreme Court Best Brief Award: State ex rel Walgate v. Kasich (2017), Ohio Asian Awards, Business Leader Award (2015), among others. He serves on the Leadership Council on Legal Diversity, Executive Committee (2014 to present), the Columbus Bar Association, Judicial Screening Committee (2009 to present), and is Founder of Asian Pacific American Bar Association of Central Ohio, and was a Board Member from 2006 to 2011. Albert earned a J.D. from Stanford Law School and a B.A. from the The Ohio State University.
Terri Meldrum, Senior Vice President and General Counsel, OhioHealth Corporation
Terri is responsible for leading a team of attorneys, paralegals and support staff responsible for all aspects of the day-to-day legal representation of OhioHealth and its 28,000 associates, 600+ multi-specialty physician medical group, numerous hospitals and healthcare facilities, and joint ventures. She is also responsible for management of the system’s risk management department, self-insurance program and captive insurance company. Terri joined OhioHealth in 2002 and was appointed to current position in 2017. Terri earned a J.D. from The Ohio State University Moritz College of Law and a B.A. from The Ohio State University. Before joining OhioHealth, Terri was in private practice in the healthcare department of Taft, Stettinius & Hollister, where she represented physicians and physician groups in all aspects of healthcare, corporate and regulatory law. She also served as an assistant attorney general in the Business & Government Regulation section of the Ohio Attorney General’s Office. Honors Terri was named to the list of Top Lawyers in Ohio by Business First several years running, received the prestigious Business First Forty Under Forty Award in 2005 and the Super Lawyer’s Rising Star Award in 2007.
Gina Ormond, Vice President, Nationwide Realty Investors
Gina leads the real estate legal team providing comprehensive legal support to two primary clients including Nationwide Realty Investors (NRI), the commercial real estate development subsidiary of Nationwide Insurance, and Corporate Real Estate (CRE), the division responsible for associate-occupied facilities. Gina also serves as lead lawyer for NRI (analogous to general counsel role), overseeing all legal matters for the company; participate on the executive leadership team; work with senior leaders to develop and execute strategy for NRI; act as corporate secretary, overseeing corporate governance for more than 100 entities. In these roles, Gina leads a team of lawyers, paralegals and outside counsel on a variety of commercial real estate and corporate transactions, and is responsible for providing legal support for all aspects of real estate, including acquisition, disposition, land-use, incentives, construction, financing, leasing, property management and public/private partnerships. She collaborates regularly with other business units on important initiatives including determining appropriate policies to ensure regulatory compliance, and also develops policies and procedures to ensure consistency across business units in identifying, quantifying and mitigating risk. Ormond began her career at Nationwide in 1998. Among her roles there, she has served as Associate Vice President-Associate General Counsel, Managing Counsel, Lead Counsel and Senior Counsel. She earned a J.D. from the University of Cincinnati, an M.B.A. from the University of Cincinnati and a B.A. from Notre Dame
Robert Ryan, Partner, Kephart Fisher LLC
Rob handles a diverse range of real estate matters for clients of Kephart Fisher, including commercial development, zoning, land-use planning, governmental incentives/entitlements, financing, leasing, acquisitions/dispositions, and real property valuations. He also has extensive knowledge and experience in business transactions, including entity formation and operation, business management, mergers and acquisitions, restructuring, secured transactions and securities offerings. Rob counsels individual and business clients from a broad array of industry groups. He represents commercial and residential developers, financial institutions, real estate investors, construction companies, manufacturers, physicians and other medical providers, and professional service companies. He regularly represents clients before municipal planning commissions, city councils, townships, county Boards of Revision and the Ohio Board of Tax Appeals. Rob earned a J.D. from Capital University Law School and an undergraduate degree from the University of Dayton.
Jeffrey S. Standley, Managing Partner, Standley Law Group LLP
Jeff is the founding partner of Standley Law Group LLP, which began in 1994. While serving as Managing Partner of the firm he has a fulltime practice representing clients from around the world with their intellectual property law matters. Jeff is also a Registered Patent Attorney with the United States Patent and Trademark Office, and has appeared numerous times on behalf of clients before Examiners and before the Board. Jeff has helped clients secure hundreds of patents and trademarks before the USPTO and has registered numerous copyrights before the US Copyright Office. He has obtained state trademarks and trade names for clients, counseled clients on trade secret protection and trade dress protection. Jeff has counseled clients in licensing their patents and trademarks for royalty income, in selling or transferring their patents and trademarks, and in acquiring rights to use others’ intellectual property. Jeff has worked on matters in approximately one hundred foreign countries helping US based clients obtain foreign protections for their inventions and their brands. He has appeared before the European Patent Office (EPO) in Munich with German associates, and attended proceedings at the Japanese Patent Office in Tokyo with Japanese associates. Jeff has also represented clients in court cases across the country as Trial Attorney and lead litigation counsel in jury trials and bench trials. He has presented arguments to the courts in numerous Markman Hearings in patent cases, and preliminary injunction hearings in trademark and copyright cases. He has successfully represented multiple defendants in what many believe is the largest patent case in the country’s history, involving telecommunications technologies. Jeff lists among his clients several Fortune 1000 companies, and many medium-sized companies, in all types of technological fields. His clients span from coast-to-coast, and he has counseled several foreign based clients in their US matters. He has served multiple times at the request of other attorneys seeking expert opinions at trial, and is a co-authors of the legal treatise “Internet and Online Law.” Prior to starting the firm Jeff practiced at law firms in Michigan and Ohio. Jeff earned a J.D. from Capital University Law School and a BS in Mechanical Engineering from The Ohio State University.
Rhianna Wardian, J.D. Candidate, The Ohio State University Moritz College of Law
Rhianna Wardian is pursuing dual degrees at The Ohio State University, where she is a Juris Doctor candidate at the Moritz College of Law, and a Masters of Health Administration candidate at the College of Public Health. Rhianna earned a B.A. in Communication Television and Journalism from The University of South Florida. Rhianna initially worked as a reporter for News Channel 8 in Tampa, Florida, but then began to focus her career on health and wellness. Rhianna taught yoga in yoga studios throughout the United States. She opened three yoga studios in Chicago, one of which she managed while also teaching classes. Her experience in management and as a yoga instructor gave her greater awareness for diverse populations in need of healthcare and health education. She has helped diverse populations live healthy and fulfilling lives through the healing practice of yoga and meditation. Prior to returning to law school, Wardian worked for the McKesson Health System. Her professional and management experience in health and wellness, and her passion for helping others, let her to law school where she is pursuing a dual JD/MHA, and focusing on health law and health policy. During her time in school, Rhianna noticed legal professionals, healthcare professionals, and students struggled to maintain their mental and physical health due to various stressors, and has consequently devoted her teaching skills and education to advocate for mental wellness, boundaries, and balance. Rhianna was a First Year Law Student Leadership Council on Legal Diversity Summit Scholar, served as a Board Member for Blessons for Women, and student board member of Ruling Our eXperiences (ROX), and has certifications in a yoga, personal training and Thai Massage. She is a member of the Health Law Society and recipient of the CALI Award in Patient Client Care and Lawyers as Leaders.
Lisa Whittaker, Employment, Compliance, and Litigation Counsel
Lisa defends the business before administrative agencies, state agencies, and in federal court in a variety of litigation matters, including claims under Title VII, whistleblower claims, the Americans with Disabilities Act (ADA), the Family Medical Leave Act (FMLA), Federal Labor Standards Act (FLSA), and in response to charges of discrimination filed with the Equal Employment Opportunity Commission and state agencies. Lisa also leads business-wide Compliance programs. Lisa trains home office and store associates on a variety of topics, including the Company’s Code of Conduct. Before joining Express, Lisa was Senior Attorney, Litigation and Employment at Ascena Retail Group, Inc., which brands include Ann Taylor, Catherines, Dressbarn, Justice, Lane Bryant, Loft, Lou & Grey, and Maurices. Prior to joining Ascena, Lisa was Associate, Labor and Employment, at Porter Wright Morris & Arthur LLP in Columbus. She also served as Assistant Attorney General, Ohio Attorney General’s Office, in both the Employment Law Section and Constitutional Offices Section. Lisa earned a J.D. from The Ohio State University Moritz College of Law, an M.A. in Field Of Study Educational Leadership and Administration, and a B.S. in Elementary Education at Wright State University. Lisa has served as board member and as of board of trustees member, and is currently the President of the Ohio Women’s Bar Association.