Biography

As the Director of Client Services for Farella Braun + Martel, Dave leads the firm's business development efforts.  He has successfully integrated business development into the culture of the firm by creating a multi-tiered training program that  leverages Farella’s existing relationship building efforts, affinity groups and practice group activities as opportunities to practice sound business development tactics within the firm, and where appropriate directly involve clients.  He facilitates annual practice-based business planning, firm-wide business development tactics, internal and external communication and an expansion of electronic marketing programs.

Dave approaches business development with a skeptical approach to the status quo.  With more than 14 years of legal industry experience, he understands the risk averse style of most lawyers.  Dave incorporates proven tactics from inside and outside of the legal industry to develop creative, action-based programs that blend traditional and electronic client touch points.  His approach is founded in solid metrics and requires a deep understanding of law firm economics, practice-based value propositions, corporate marketing tactics and a stiff back-bone.

As a sounding board at Farella, Dave works with individual attorneys at all levels to develop achievable practice development programs and target specific clients for new or additional work.  He counsel his lawyers on subjects ranging from communication skills to influencing decision makers and managing client expectations to developing next steps in the sales process.  He also conducts client interviews to obtain feedback and uses this data to enhance the client relationship experience.

Memberships and Affiliations

College of Law Practice Management - Fellow (2016)

Legal Marketing Association - Hall of Fame (2016)

Legal Marketing Association – Treasurer (2008); Transition Task Force Chair (2009); Governance Committee Co-Chair (2010); Organizational Structure Task Force (2015)

Legal Marketing Association, Bay Area – President (2003), Immediate Past President (2004), Program Committee Co-Chair (2006, 2005, 2002, 2001)

  • Rella Lossy Marketing Professional of the Year - 2009
  • Chapter of the Year – 2004 National Your Honor Awards
  • Member of the Year – 2003 LMA – Bay Area Your Honor Awards

Firm Highlights

Event

How Mentorship Advances the Careers of Diverse Lawyers

Buzz Hines and Kelly Matayoshi are panelists at this ABA Section of Litigation Judicial Internship Opportunity virtual program co-sponsored by the Diversity & Inclusion, LGBT Law & Litigator, Minority Trial Lawyer, and Woman Advocate...

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Event

ACGSF: The Facts on SPACs

Drew Goodwin is a panelist at the ACG San Francisco live webinar, "The Facts on SPACs." Details: Join us for a discussion on special purpose acquisition companies. How are they raised, who invests; how...

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Event

Perspectives on Virtual Proceedings: ADR & Claims Resolution in a COVID World

Erica Villanueva will be speaking at the 2021 Virtual Insurance Coverage Litigation Committee CLE Seminar on "Perspectives on Virtual Proceedings: ADR & Claims Resolution in a COVID World."

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News

Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast

Evan Abrams spoke to the San Francisco Business Times for the article "Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast."  In the article, Evan said, “If you really want to do anything...

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News

17 Firms Join Crowell in Seeking Trump's Removal

Farella is among 17 law firms joining Crowell & Moring in sending a joint letter to Vice President Mike Pence to call for President Donald Trump’s immediate removal from office and to urge Pence to invoke the 25th...

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News

Farella Braun + Martel Elevates Five to Partner

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Publication

New Year, New CMS Price Transparency Rule For Hospitals

Transparency in health care pricing can help patients make informed decisions, increase competition, and drive down the cost of health care. Accordingly, the Centers for Medicare and Medicaid Services (CMS) has promulgated a new...

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Publication

Cannabis Industry, Including CBD Products, Subject to New Proposition 65 Warning Requirements

Updated Proposition 65 warning requirements for cannabis products came into effect on January 3, 2021. As of that date, anyone offering for sale cannabis products in California—including hemp-derived CBD products—must provide an appropriate warning...

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Publication

What to Do When Commercial Leases End Up in Bankruptcy

The COVID-19 pandemic is forcing many businesses to close, leaving landlords in the lurch. The COVID-19 pandemic continues to shake up the nation’s economy. Long-standing companies such as JC Penney, J. Crew, Neiman Marcus, Modell’s...

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Publication

Bankruptcy Provisions in COVID Relief Legislation Impacting PPP Loans, Commercial Leases and Preference Claims

With the COVID-19 pandemic stretching on into another year, businesses continue to experience adverse effects. Bankruptcy filings, especially among retailers, were higher than average in 2020, and it is likely that more companies large...

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