Co-conspirators

The following are esteemed colleagues that Patrick has collaborated with on professional and client projects over the years and who he considers as an integral part of his consulting network:

David H. Maister (Boston)


David H. Maister is widely acknowledged as the world's leading authority on the management of professional service firms. For two decades he has advised firms in a broad spectrum of professions, covering all strategic and managerial issues, building an impressive global practice that finds him spending about 40% of his time in North America, 30% in western Europe, and 30% in the rest of the world.

"The professional service firm is the best model for tomorrow's organization in any industry. When it comes to understanding these firms, David Maister has no peers."

- Tom Peters, Author/Co-Author of In Search of Excellence, Thriving on Chaos, and Liberation Management


David is Patrick's good friend, co-author on First Among Equals and a generous supporter:


(A thank you to David Maister for this kind note on his Blog.)

The concept of being mentored sounds like something that happens to you when you're young and on the way up. The truth, however, is that, at any age or stage, we all need a loving critic, a friendly skeptic, a coach, a mentor to help us make sense of the world.

The best way to think of a mentor is as someone who will be your confidante and guide. Someone you can go to in order to try out ideas, get feedback and advice . . .

. . . sources of mentors can be colleagues with whom you have previously worked. (I owe a significant debt of gratitude to Charlie Green and Patrick McKenna, previous co-authors, who, to this day, still take the time to preview my writing and make suggestions. I try to do the same for them.)

David Maister - www.davidmaister.com




Bruce W. Marcus (New York)


Bruce W. Marcus is the author of twelve books, including Competing for Clients -- the Complete Guide to Marketing Professional Services Probus, 1986, rev. 1991 ; New Dimensions in Investor Relations Wiley, 1997 ; Competing in the New Capital Markets Harper Business, 1991 ; and The New Professional Firm -- Competing for Capital in the 21st Century Haworth, 2000 , as well as numerous articles, studies, and position papers on business, finance and marketing. His writing has appeared in major business, professional, and financial publications, and he is a regular columnist for several Microsoft industry pages. He has been a speechwriter for many of the Fortune 500 companies, and major national political figures, including Robert Kennedy and Senator Jacob Javits, and was the author of a major report for President Carter. He is on the advisory boards of Accounting Today, Partner-to-Partner, and Practice Development for Solo & Small Firms and writes regularly for these and other publications.

As a marketing consultant and strategic market planner, he has served a diversified clientele that includes most of the Big Five accounting firms, and many major law firms. His consulting clients have included Booz Allen Hamilton, Andersen Consulting, Towers Perrin, and Emerson Consultants, as well as many smaller firms. He was a member of the marketing committee and responsible for external communications, public relations, advertising, and marketing programs for both Arthur Young and Company and Coopers & Lybrand; a senior partner in the Financial Relations Board; a senior executive in the corporate relations department of Mobil Corporation and of the international public relations firm, Ruder & Finn, Inc.; and president of his own successful firm.


Bruce W. Marcus - www.marcusletter.com




Dennis Sherwood (London)


Dennis Sherwood was educated at the Universities of Cambridge, Yale and California, and is a Sloan Fellow, with distinction, of the London Business School.

He was for 12 years a consulting partner in Deloitte Haskins + Sells, and after their merger in the UK, Coopers & Lybrand; subsequently, he was an Executive Director at Goldman Sachs, a partner in Bossard Consultants, and a Vice President of SRI Consulting.

Dennis is the author of Unlock Your Mind, Smart Innovation and Creativity and a well-known speaker at conferences. He was also recently featured on BBC Radio 4's program 'In Business'.


Dennis Sherwood - www.silverbulletmachine.com




Karen Sobel Lojeski (New York)


Dr. Karen Sobel Lojeski is the founder and CEO of Virtual Distance International.  She specializes in virtual team management and outsourcing. 
 
Prior to launching VDI, Karen spent 18 years in corporate America. She held management positions at Stratus Computer, Inc., Chase Manhattan Bank N.A., and Mercer Consulting Group. She was Chief Operating Officer for Prolifics, a JYACC company, and Vice President of North America for Xansa. 
 
Karen holds degrees in Computer Science and Applied Mathematics.  She received her Ph.D. from Stevens Institute of Technology in Hoboken, N.J., where she developed the Virtual Distance Model and specialized in technology management, virtual work and outsourcing.

Karen is a regular columnist for CIOInsight.com writing on the subject of management in the Digital Age and the author of Uniting The Virtual Workforce (2008) and Leading The Virtual Workforce (2009)


Karen Sobel Lojeskiwww.virtualdistance.com

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August J. Aquila (Minneapolis)


For twenty-seven years August has advised leaders of professional services firms covering strategic, operational, marketing and leadership issues.

Accounting Today has described August as one of the key strategic thinkers in the profession. The AICPA has written, August J. Aquila is one of the leading consultants and authorities in the areas of profit improvement, new business development, strategic marketing planning, and management issues for CPA firms.

Born in Chicago, August holds an MBA from DePaul University (Chicago) and a doctorate from the Indiana University (Bloomington). He began his teaching career at Williams College (Williamstown, MA), and then joined the DePaul University Graduate School of Business, where he served as an adjunct professor from 1980 until 1994.

August lives in Minnesota with his wife, Emily, and dog, Skyler.


August J. Aquila - http://www.aquilaadvisors.com

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The Science of Developing Leaders

It is my distinct pleasure to announce an alliance with the distinguished psychologists from the Hogan Assessment Center. 

Noted psychologist, Robert Hogan has developed a preeminent reputation from over two decades of research into leadership effectiveness and from founding a multidisciplinary firm that combines the science of personality assessment with practical business experience to develop leaders. 

Today, Hogan Assessment provides services to thousands of companies throughout the world, including more than 60 percent of the Fortune 100.  And, in addition to their own principals, they provide services through a network of consulting psychologist partners, all of whom are certified in their technology and endorse the science of developing leaders.  In December 2007, I completed my certification at Georgia Tech.

I am therefore pleased to offer a program for the assessment and development of law firm leaders.  This new initiative is comprised of three inter-related modules that encompass both a diagnostic and counseling service.

The first module measures and provides feedback on a law firm (Chairman, Managing Partner, or Practice Group) leaders bright side - those (7 primary and 41 sub) characteristics that appear during social interactions, and facilitate or inhibit your ability to get along with others and achieve your goals.

The second module identifies your leadership dark side - the 7 most common performance risks that can derail your leadership tenure and negatively influence your career. Dr. David L. Dotlich, a fellow business author and coach to top executives in Fortune 500 companies, did a brilliant job of documenting these in his noteworthy book, Why CEOs Fail (Jossey-Bass, 2003).

Finally, we look at what motivates and drives you (and your entire executive committee and / or management team) toward taking charge and taking responsibility for getting things done.

These assessment instruments were introduced to and received high praise from those new managing partners who attended our First 100 Days Master Class in New York in January 2008.

If you would like to learn more about how these assessment tools can help you with your leadership initiatives, please give me a call: 800.921.3343








 
 
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