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

Publication

Hot Topic: UPMIFA in the Context of Financial System Instability

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . A really hot topic this week is the duty of care for directors and trustees of charities in a time of volatility in...

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Event

The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions

Join Carly Alameda and Amy Briggs for the ACC Bay Area Chapter program "The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions."  Corporate counsel are often tasked with negotiating, finalizing, and managing...

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Publication

Nonprofit Basics: Best Practices for Approving Insider Compensation Decisions

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the third in a series discussing insider transactions by exempt organizations. In this episode, I'll look closely at best practices...

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News

Aviva Gilbert Named a Leadership Council on Legal Diversity Fellow

Aviva Gilbert Headshot at Farella Braun + Martel
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Publication

Nonprofit Basics: Conflict of Interest Policies and Best Practices for Approving Insider Compensation

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the second in a series discussing insider transactions. In episode 32, I gave a general overview of the federal laws...

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Event

The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions

Join Carly Alameda and Amy Briggs in the discussion on "The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions" to the ACC Bay Area Chapter. Corporate counsel are often tasked with negotiating...

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News

WhatsApp and Facebook Take the NSO Group to Court

Kyle McLorg was interviewed for the  Shoot The Messenger: Espionage, Murder, & Pegasus Spyware  investigative podcast episode “WhatsApp and Facebook Take the NSO Group to Court” produced by Exile Media in collaboration with The...

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Publication

I Always Feel Like AI Is Watching Me: Artificial Intelligence and Privacy

ChatGPT got the early press, and every day we learn of new generative artificial intelligence products that can create new and creative visual and text responses to human input. Following on ChatGPT’s fame, Google’s...

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News

Profile in Women Leadership - Mary McCutcheon

Mary McCutcheon Headshot
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Event

23rd Annual Wine Industry Conference

Farella Braun + Martel is a Presenting Partner of the  North Bay Business Journal' s 23rd Annual Wine Industry Conference. The conference will explore new trends and challenges to the wine industry in the North Bay. Farella's Richard...

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