This episode is part of our Sustainability Spotlight series, which highlights the sustainability efforts that businesses are making to combat climate change and other environmental challenges. This episode features a discussion with John Walsh, Senior Vice President of Investor and Government Relations, and Ali Snyder, Director of Sustainability an…

This episode is part of our “Bridging Campuses: Legal Insights on Education Industry Consolidation” series, where we discuss trends in higher education consolidation and closures, and outline common characteristics of at-risk institutions. In today’s episode, we consider the importance of advanced planning in relation to labor, employment, and bene…

How should law firms handle tax debt? There are ways to avoid common tax pitfalls, make taxes less stressful, and even pay pennies on the dollar to resolve tax debt. In this episode of Financially Legal, host Emery Wager sits down with Stephen Weisberg of the W Tax Group to discuss tax debt resolution.…

This episode is part of our “Bridging Campuses: Legal Insights on Education Industry Consolidation” series, where we discuss trends in higher education consolidation and closures, and outline common characteristics of at-risk institutions. In today’s episode, we discuss rapidly evolving state privacy laws, and compliance regulations such as FERPA a…

This episode is part of our “Bridging Campuses: Legal Insights on Education Industry Consolidation” series, where we discuss trends in higher education consolidation and closures, and outline common characteristics of at-risk institutions. In today’s episode, we focus on intellectual property developed at and managed by systems of higher education.…

This episode is part of our “Manufacturing Moment” series, where we discuss important developments in the manufacturing space, and provide insight on how these major changes will affect the industry. In today’s episode, we’re joined by two special guests; Michele Siekerka, President and CEO of the New Jersey Business & Industry Association, and Ang…

This episode is part of our “Bridging Campuses: Legal Insights on Education Industry Consolidation” series, where we discuss trends in higher education consolidation and closures, and outline common characteristics of at-risk institutions. In today’s episode, we discuss financial challenges facing many colleges and universities, such as declining e…

This episode is part of our “Bridging Campuses: Legal Insights on Education Industry Consolidation” series, where we discuss trends in higher education consolidation and closures, and outline common characteristics of at-risk institutions. In today’s episode, we focus on real estate and tax in education consolidation. We discuss the value and marke…

This episode is part of our “Bridging Campuses: Legal Insights on Education Industry Consolidation” series, where we discuss trends in the consolidation and closures in higher education, and outline common characteristics of at-risk institutions. To kick-off this series, we focus on mergers and acquisitions, and antitrust considerations in the high…

This episode is an introduction of our new series “Bridging Campuses: Legal Insights on Education Industry Consolidation,” where we will discuss trends in the consolidation and closures in higher education, and outline common characteristics of at-risk institutions. In today’s episode, we focus on key factors driving these trends, including decline…

This episode is part of our new series “Manufacturing Moment,” where we will discuss important developments in the manufacturing space, and provide insight on how these major changes will affect the industry. Today, we’re taking a look at the Trump administration and his manufacturing priorities. This episode features a discussion with Charles Crai…

How much time do you spend tracking your hours? What if you could increase your profitability, reduce stress, and provide better client service—all without billing another minute? The hourly billing model isn’t the only way to run a successful law firm. In this episode of Financially Legal, host Emery Wager sits down with Brita Long to explore the …

How much time are you wasting on repetitive tasks? What if you could significantly cut those hours, increasing your firm’s profitability? AI isn’t just a buzzword now—it’s a tool transforming the economics of running a law firm. In this Financially Legal episode, host Emery Wager sits down with Tim Sawyer and Patrick Maddigan of Faster Outcomes to …

In light of recent executive orders, today’s podcast focuses on what organizations can expect with the new administration’s promises on immigration, as well as what employers can do when U.S. Immigration and Customs Enforcement (ICE) arrives to the workplace. We discuss which documents need to be in order, protocols that employers should have in pl…

What’s This Going to Cost? It’s the question every client asks before signing an engagement agreement. Imagine being able to answer it clearly and confidently—even in the most complex cases. Achieving this level of financial predictability isn’t just possible; it’s within reach. In this episode of Financially Legal, host Emery Wager sits down with …

In this Financially Legal episode, host Emery Wager sits down with Lem Garcia, founder of Lem Garcia Law, to explore how he grew his firm from humble beginnings to serving over 1,000 clients with a 20-person team. Lem shares his journey starting with Craigslist furniture and a modest office space to becoming a blueprint for aspiring law firm owners…

In this Financially Legal episode, host Emery Wager talks with Matt Darner, founder of Collbox, to uncover practical strategies for law firms to master cash flow and collections. With years of experience helping businesses recover millions in outstanding invoices, Matt offers a unique perspective on the intersection of accounts receivable managemen…

In this episode, we discuss the impacts of the Infrastructure Investment and Jobs Act (IIJA) (a.k.a. Bipartisan Infrastructure Law (BIL)) on U.S. infrastructure on its third-year anniversary. While the IIJA/BIL has unlocked significant funding for major projects, it has also highlighted afresh important questions about the long-term sustainability …

In this Financially Legal episode, host Emery Wager interviews Evan Meyerson, Managing Director of Burford Capital, to explore the rapidly evolving world of legal finance. Evan brings a unique blend of legal and venture capital experience, which gives him insight into how litigation funding can transform legal claims into strategic assets for law f…

In this Financially Legal episode, host Emery Wager sits down with John Grant, founder of Agile Attorney Consulting, and Elise Buie, founder and managing attorney of Elise Buie Family Law, to discuss how law firms can successfully design and implement flat fee legal services. Both John and Elise bring a wealth of experience and unique perspectives …

This episode features a discussion with Nick St. John, Director of Federal Compliance at America’s Credit Unions. We discuss the Notice of Proposed Rulemaking issued by FinCEN and federal banking regulators regarding the enhancement and modernization of anti-money laundering/countering the financing of terrorism (“AML/CFT”) compliance programs unde…

This episode is part of our Sustainability Spotlight series, which highlights the sustainability efforts that businesses are making to combat climate change and other environmental challenges. This episode features a discussion with Matt O'Malley, Chief Sustainability Officer, and Jeannie Morris, Vice President of Government Affairs at Vicinity Ene…

This episode is part of our Cyber Adviser series, where we discuss emerging issues in the world of privacy and data security. Today, we’re joined by Paolo Sbuttoni, a partner at Foot Anstey with years of experience specializing in technology and data. We compare the AI regulatory landscape in the European Union, the United Kingdom, and the United S…

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…

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…

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…

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…

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…

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

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…

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…

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…

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…

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…

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 …

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…

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…

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…

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…

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…

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…

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…

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…

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…

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.…

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…

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…

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 …