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The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers. Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.
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Business Better

Ballard Spahr LLP

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Business leaders are striving to keep their workplaces healthy and productive, tackle issues of equity, and address unprecedented economic challenges. Succeeding in this ever-changing environment requires grit and ingenuity. Welcome to Business Better, a podcast that helps businesses navigate the new normal.
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Evolve the Law Podcast - A Catalyst For Legal Innovation

Hosted by Ian Connett and the Evolve the Law Team

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The Evolve the Law podcast covers the latest topics, trends and tech in the legal industry. Host Ian Connett and the Evolve the Law team interview members of Evolve the Law, noted technologists, thought leaders, and legal practitioners - sharing their insights about the future of the legal industry. Subscribe and listen to stay on top of developments in this competitive marketplace.
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In this Financially Legal episode, host Emery Wager interviewed Gary Allen, who recently retired from a multi-decade legal career. Gary’s extensive experience includes building a million-dollar practice in environmental and land use law at Givens Pursley and co-founding LeanLaw to help other firms operationalize the best practices he learned the ha…
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In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Jared Correia to the Financially Legal Podcast. Jared, the CEO of Red Cave Consulting and the Cofounder of Gideon Software, shares strategies for selecting t…
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This episode is part of our Cyber Adviser series, where we discuss emerging issues in the world of privacy and data security. Today, our lawyers discuss new state consumer health data laws in Connecticut, Nevada, and Washington, highlighting the laws’ scope, obligations for regulated entities, and enforcement mechanisms. Greg Szewczyk, Leader of Ba…
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This is the first episode in our new Sustainability Spotlight series, highlighting the sustainability efforts that businesses are taking to combat climate change and other environmental challenges. This episode features a discussion with Alan Horowitz, Vice President of Sustainability at Aramark, a leading global provider of food and facilities ser…
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In this episode, we are joined by Special Agent Jonathan Schnatz, Senior Analyst with IRS Criminal Investigation. Special Agent Schnatz will discuss his work with an international law enforcement and tax compliance group, and how that work directly impacts U.S. businesses and individuals. Peter Hardy and Chris Jones, co-leaders of Ballard Spahr's T…
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In today’s episode, we’re joined by D.J. Lipke, a Principal at Prairie Capital. Prairie Capital is a private equity firm that has provided businesses with thought partnership and strategic guidance for over two decades. Jeffrey Fickes, Co-Leader of the Private Equity Group, hosts the discussion.By Ballard Spahr LLP
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This episode is part of our Cyber Adviser series, where we discuss emerging issues in the world of privacy and data security. The privacy and cybersecurity landscape is evolving in the financial sector, from more specific data security reporting requirements, to potential data subject rights and the use of artificial intelligence. Today, our lawyer…
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In today’s episode, we’re joined by Meahgan O’Grady Martin, Head of Business Development at Palladium Equity Partners. Palladium is a private investment firm that targets opportunities in the middle-market, with a focus on companies in the U.S. Hispanic market, founder- and family-owned businesses, and companies with accretive M&A opportunities. Je…
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Realigning an underperforming property and its attendant financing takes a high degree of detailed knowledge not only of the particular building, but the market and industry as a whole. In this episode, five members of our national Distressed Office Buildings team share their perspectives on the key considerations office building owners and their l…
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In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management pla…
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In this episode, we’re joined by Porter Hall, a Principal at SBJ Capital. SBJ Capital is a private investment firm with a focus on lower middle-market consumer, business services, and healthcare services companies. They provide strategic advice, domain expertise, and flexible solutions to support the value-creation goals of entrepreneurs, owners, a…
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In the latest episode, Dan interviews Dorothy Radke, Director of Strategy and Marketing at SimpleLaw, a cloud-based case management software designed to streamline the complexities of runn…
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product …
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and…
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CR…
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dov Slansky, Vice President of Strategy and Innovation at Litify, a legal operating solution that helps law firms, in-house legal departments, and governme…
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dragana Milovanovic from Matter365, a user friendly cloud solution that fully integrates all data from Microsoft Office 365 applications into a matter-cent…
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In this episode, we discuss the recent US Supreme Court ruling in the Students for Fair Admissions Inc.'s lawsuits against Harvard University and the University of North Carolina, which challenged the constitutionality of their race conscious admission policies. We'll consider the potential implications across multiple settings, from university adm…
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In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Jonathon Fishman, CEO of LeanLaw, shares insights about their financial operating system designed for small to medium-sized law firms. For more information and resources o…
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In this episode, we discuss the current trend in the health care industry regarding the development of micro-hospitals, especially in certain rural areas. We explain what a micro-hospital is (and is not), the drivers behind the proliferation of micro-hospitals in certain areas of the country, and the various ways they are being financed. Phil Legen…
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In this episode, we discuss what employers, in-house counsel, HR departments, and business owners need to know about effective confidentiality and non-solicitation agreements, and the future of non-compete agreements. Mitch Turbenson, an Associate in our Litigation Department, hosts the conversation. Leslie John and Jay Zweig, both of whom are Part…
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In this episode, we’re joined by Greg Nodland and Michael Ferkovic, CEO and Vice President of Business Development, respectively, at Ridgemont Equity Partners’ portfolio company Sunvera Group, a management services organization providing management and administrative solutions to ophthalmology practices across multiple subspecialties. Jeffrey Ficke…
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In today’s episode, we’re joined by special guest Paul Silverman, Co-Founder and Principal of SILVERMAN. SILVERMAN is a real estate company that restores and transforms historic architecture into thoughtfully designed residences in Jersey City. Krishana Pleasant, Of Counsel in our Real Estate Finance Group, hosts the conversation.…
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This episode is part of our Cyber Adviser series, where we discuss emerging issues in the world of data privacy and security. The emergence of tools like ChatGPT has demonstrated the tremendous business potential for artificial intelligence. At the same time, businesses need to be aware of the growing patchwork of laws and regulations in the U.S. a…
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The recent collapse of Silicon Valley Bank has caused concern across the country among investors, consumers, and businesses. Today, our lawyers recap on the series of events that unfolded since March 10, 2023, and answer the most frequently asked questions regarding SVB’s receivership and derivatives. Scott Diamond, Co-Leader of Ballard’s Derivativ…
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In this episode, we discuss the Centers for Medicare and Medicaid Services’ proposed changes to the Medicare Advantage risk adjustment payment model, which will take effect in 2024 if finalized. We’re joined by special guest Alex Oliphant, Director of Berkeley Research Group’s Health Analytics practice, who has extensive experience in the workings …
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In this episode, we focus on environmental justice and how President Biden’s initial environmental justice policies and executive orders are playing out two years later. We also provide an update on the latest policies from the EPA and DOJ. Lea Phillips, a Partner in Ballard’s Phoenix office and a member of our Environment and Natural Resources Pra…
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In this episode, we discuss affordable housing in Chinatown, Los Angeles. We’re joined by special guest Sissy Trinh, Founder and Executive Director of the Southeast Asian Community Alliance, a community organization. Spencer Eldred, an Associate in our Los Angeles office and member of our Real Estate Development and Transactions Group, hosts the co…
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This episode is part of our Cyber Adviser series, where we discuss emerging issues in the world of data privacy and security. 2022 proved to be a historic year for privacy and data security, and 2023 is likely to follow suit. With privacy compliance deadlines looming under three state laws, a surge in data privacy litigation, new federal cyber-regu…
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In this episode, we’re joined by special guest Lisa Stauffer, Managing Senior Counsel at PNC Bank. We discuss Lisa’s career transition from practicing in a law firm to in-house counsel, and navigating notable challenges. We also discuss how she is preparing for the possibility of an economic downturn in 2023. David Zive, Of Counsel in our Philadelp…
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In this episode, we discuss how the $4.2 billion authorized in New York’s Environmental Bond Act will be spent. We talk about the types of projects that will be funded and financial benefits to the State, including short-term job creation and the longer-term benefits to residents and visitors of having improved infrastructure, as well as the abilit…
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In today’s episode, we’re joined by special guest Marcus Randolph, CEO and President of Invest Newark. Invest Newark is a nonprofit development agency who work to propel the City’s strong and diverse economy, build vibrant communities, and create opportunities for all residents of Newark. Invest Newark supports small, women and minority-owned busin…
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This episode is part of our Cyber Adviser series, where we discuss emerging issues in the world of data privacy and security. With its draft rules, Colorado has set forth a new model for state privacy laws. While there are many areas that are interoperable with the California model, the Colorado draft rules include important differences, as well as…
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This episode is part of our Women in Finance series and features an interview with Sherry Witt, Senior Vice President of the Commercial Mortgage Group in the Dallas, Texas office of KeyBank. Ms. Witt talks about the transition in her career from legal to business, and the balancing act of work and motherhood. Kelly Wrenn, a Partner in our national …
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This episode is part of our Cyber Adviser series, where we discuss emerging issues in the world of data privacy and security. In the past several months, plaintiffs lawyers have filed dozens of class action lawsuits under state wiretap laws, some of which provide for statutory damages of $5,000 or more per occurrence. The lawsuits focus on the use …
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In today’s episode, we look at the emerging interest in captive insurance. We explain what captive insurance is and the benefits that accompany it, the kind of coverage it provides, and more. Steven Burkhart, Of Counsel in Ballard's Litigation department, hosts the conversation. Special guests Dr. Henri Winand and David O’Gorman from AkinovA join u…
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This episode is part of our Women in Finance series, and features an interview with Natasha Holiday, Managing Director at RBC Capital Markets with a focus on U.S. public infrastructure finance. Ms. Holiday talks about her career journey into finance, the current state of the market, and navigating the opportunities and challenges that come with int…
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In today’s episode, we celebrate the 10th anniversary of the Ballard Academy for Student Entrepreneurs (BASE) program, an in-house legal accelerator that Ballard Spahr developed in 2013 to support student owned and operated ventures. We’re joined by the founders of mental wellness platform NeuroFlow, a fast-growing Philadelphia based startup, who p…
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In today’s episode, we’re joined by special guest Jeremy Durham. Jeremy is the Executive Director of Boulder Housing Partners. BHP builds, owns, and manages affordable housing for low and moderate income residents. Alejandro Monarez, an Associate in our Denver office, hosts the conversation.By Ballard Spahr LLP
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How, if at all, do compensation, diversity, and transparency overlap? How can these competing priorities be reconciled? Jim Meadows from Culhane Meadows doesn’t have the perfect answer. But he’s giving it a solid try. With 75 lawyers and 11 office locations, Culhane Meadows is the largest full-service women-owned law firm in the country. And in eac…
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This episode is part of our Women in Finance series and features an interview with Allison Larr, a Director in Municipal Banking at Citi. Ms. Larr talks about her career path, professional challenges, and her insights on the future of ESG in municipal markets. Kim Magrini, a Partner in our Finance Department, hosts the conversation.…
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Plaintiffs' lawyers are often bold, brash, larger-than-life characters with billboards, regular TV ads, and ambition to match. But they're also visionary creatives. They excel at building something from nothing and carving out a new and unique path for legal professionals - often where no path existed before. But that creativity needs to be leavene…
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Two episodes into our four-episode series with law firm CFOs one theme that's emerged is collections. Specifically, how much money lawyers and law firms leave on the table by failing to implement processes that ensure that the firm gets paid for the work it bills out. Kevin Krese, CFO and COO at Buckingham, Doolittle & Burroughs, is thinking furthe…
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One thing every law firm needs is money. And I don’t think that I’m going out on a limb suggesting that money and financial health are common elements across most successful firms. In this episode, the first of our series of interviews with law firm CFOs, we speak with Scott Shaffer of Winterfeld IP Group. We dig in with Scott on law firm collectio…
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This is episode eight of the “Trauma-Informed Investigations” series. In today’s episode, we’re joined by special guests Ariella Steinhorn and Amber Scorah from Lioness, a media company that brings to light the stories of everyday people dealing with corruption, harassment, and cover-ups. We discuss the inspiration for Lioness and the decision-maki…
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This episode is part of our series “Supply Chain Disruptions,” in which we explore how supply chain issues are affecting businesses everywhere, and when the flow of goods and services may settle into a new normal. This episode features a discussion with Chris Mills, CEO of Lion Brand Yarn. With over thirty years of experience managing traditional a…
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In this episode, we discuss how your intellectual property can be leveraged to maximize the profitability of nonconsumable devices and their complementary consumable products. While profits can be made via the initial sale of larger items—like printers, video game consoles, or razor handles—even greater profits are possible with the repeat sale of …
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This is episode seven of the “Trauma-Informed Investigations” series. In this episode, we discuss online victimization and trauma-informed responses to crimes committed online. We also discuss prevention, how parents and guardians can support their children if they are victims of online exploitation, and working with law enforcement. We’re joined b…
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