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

Litigating Civil and Criminal Trade Secret Cases: Trends, Best Practices, and Lessons Learned

Trade secret litigation is on the rise, both civil litigation and follow-on criminal prosecution for trade secret theft. Companies are grappling with how to protect their valuable information and minimize risk in their technological...

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News

California Targets Pot Smoke Anew Under State Chemical Safety Law

Sarah Bell was quoted in the article "California Targets Pot Smoke Anew Under State Chemical Safety Law," looking at whether both pot smoke and the active ingredient in cannabis should be classified as reproductive toxics...

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Publication

Is your company covered by California's new privacy law?

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News

Ashley Breakfield Appointed to CREW Network Diversity & Inclusion Task Force

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Publication

Are Losses Resulting from Phishing Incidents Covered by Crime Policies Insuring Against Computer Fraud?

It is an all-too-common dilemma. As phishing schemes have become more prevalent and more sophisticated, businesses of all sizes have fallen victim to these attacks where a fraudster will use a spoofed email or other...

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News

Hemp Legal Limbo Challenges Sonoma County's Delta Separations, Other Equipment Makers

Ryan Lowther provided commentary in a North Bay Business Journal article discussing banking and regulatory challenges facing the hemp industry. Read the full article, here .

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Publication

End of a Decade - Checklist for California Nonprofits

As 2019 comes to a close, we thought about our customary note to nonprofit officers and directors to take a few moments to confirm that important year-end responsibilities have not been overlooked. But since this...

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News

Dan Cohn Named to Jewish Community Federation Board of Directors

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Event

WSJ Pro Cybersecurity Symposium

Tyler Gerking will be speaking at the WSJ Pro Cybersecurity Symposium session, "The Role of Cyber-Insurance." Details: How much should you buy, what does it cover and how does it fit with an overall...

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Publication

New California Housing Laws: AB 68 Accessory Dwelling Units

On January 1, 2020, several housing-related bills recently signed into law by the Governor take effect. We will explain the upcoming changes in housing law through a series of updates. Our first update...

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