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Double Your Law Firm’s Revenue, Not Your Workload With Jordan, Lori, and Steve
Jordan Ostroff is a Practice Advisor at Atticus, a law firm coaching and consulting company that helps attorneys increase profitability, grow their practices, and achieve work-life balance. A former prosecutor, he founded Jordan Law, an Orlando-based personal injury firm that grew into a multimillion-dollar practice. He specializes in law firm growth, strategic automation, client acquisition, and operational efficiency. Through coaching and consulting, Jordan helps attorneys reduce burnout, build sustainable businesses, and gain greater freedom in their personal lives.
Lori Pulvermacher is a Practice Advisor at Atticus, a law firm coaching and consulting company that helps attorneys grow profitable practices, improve operations, and achieve work-life balance. She has over 20 years of experience in business development, law firm management, and leadership. She previously spent 17 years supporting attorneys through WealthCounsel and ElderCounsel. Lori’s coaching focuses on team building, client development, and operational systems that help law firm owners scale their businesses and reduce stress.
Steve Riley is a Practice Advisor at Atticus, a law firm coaching and consulting company that helps attorneys increase profitability, grow their practices, and achieve work-life balance. He is also a shareholder at Atticus and has over 20 years of experience coaching attorneys. A former trial attorney and law firm owner, he developed the Double Your Revenue workshop and Practice Growth Program. Steve also hosts the Great Practice. Great Life. podcast, where he shares strategies for building successful law firms without sacrificing personal fulfillment.
[SaaS & Direct Response Series] Secrets to Irresistible Offers and Sales With Jeff Bush
Jeff Bush is the CEO and Owner of BDR.ai, an AI-powered lead generation platform that helps businesses connect with qualified prospects and book sales meetings through LinkedIn and email outreach. With over 30 years of experience in sales, marketing, and entrepreneurship, he has built and scaled multiple successful B2B and B2C companies. He previously founded a B2B direct mail advertising company that reached $40 million in annual revenue and achieved an eight-figure exit. Jeff specializes in business growth, direct response marketing, and building high-performing sales teams.
[Top Finance & SaaS Series] Future of Securities-Backed Borrowing With Joseph Wang
Joseph Wang is the Co-founder and CRO of SyntheticFi, a fintech company that provides affordable, securities-backed financing solutions for financial advisors and their clients. He leads revenue growth, strategic partnerships, and business development. Previously, Joseph worked at D. E. Shaw Group and gained experience in institutional finance and startups. He earned his undergraduate degree from The Wharton School at the University of Pennsylvania and later left his graduate studies at Harvard University to co-found SyntheticFi.
[Top Author Series] From Incremental Growth to 10X Scale With Blake Erickson
Blake Erickson is the Co-founder of Scaling.com, a research and advisory firm that helps established businesses pursue tenfold growth through strategic guidance and its Scaling Framework. He leads the company’s strategist team and guides its strategic direction, having personally trained more than 1,200 people. Blake also co-authored The Science of Scaling, a New York Times bestselling book written with organizational psychologist Dr. Benjamin Hardy. An experienced entrepreneur and keynote speaker, he helps business owners strengthen leadership, identify growth opportunities, and develop strategies to scale their companies.
[Top Author & Private Equity Series] Three Keys to Better Negotiation With Corey Kupfer
Corey Kupfer is the Founder and Managing Partner of Kupfer., PLLC, a corporate and deal law firm specializing in mergers and acquisitions, entity and platform design, and entrepreneurship. With decades of experience, he has represented, trained, and mentored thousands of companies and entrepreneurs and has handled hundreds of complex deals and business transitions. Corey is the author of the Amazon bestselling book Authentic Negotiating and host of the DealQuest Podcast. He is also a former Chapter President of the New York Entrepreneurs’ Organization and is known for his expertise in negotiation strategy, business growth, and the role of mindset and clarity in successful deal-making.
[Venture Capital Series] The Dual-Use Investing Edge With Alexander Harstrick and Jonathan Bronson
Alexander Harstrick is the Co-founder and Managing Partner of J2 Ventures, an early-stage venture capital firm investing in advanced computing, biomedical engineering, cybersecurity, and infrastructure. He previously served as a US Army intelligence officer and worked with the Defense Innovation Unit and AFWERX, helping deploy nearly $2 billion in defense funding to US startups. Alexander holds an MBA from Harvard Business School and a bachelor’s degree from Columbia University.
Jonathan Bronson is the Co-founder and Managing Partner of J2 Ventures, an early-stage venture capital firm investing in advanced computing, biomedical engineering, cybersecurity, and infrastructure. He previously worked at Boston Consulting Group, served as COO of Backpack Health, and worked at D.E. Shaw Renewable Investments. Jonathan holds a PhD from Columbia University, where he developed AI tools to analyze biochemistry experiments.
[Top Finance Leader & Author Series] 100X Growth Without 100X the Work With John Bowen
John Bowen is the Founder and CEO of CEG Worldwide and CEG Insights, firms that provide coaching and strategic insights to financial advisors serving affluent clients. A 26-year financial advisor, he managed up to $2 billion in assets before becoming CEO of Assante Capital Management, where he more than tripled assets under management to over $25 billion. John has authored or co-authored numerous books, including The Greater Game, and combines empirical research, AI, and decades of industry experience to help entrepreneurs and advisors build more scalable, successful businesses.
Licensing IP Into New Revenue Streams With Bob Serling & Johann Nogueira
Bob Serling is the Founder of Licensing Lab, where he helps businesses improve their products, positioning, offers, and marketing through deep customer intelligence. He created the Customer Created Framework, which uses insights from actual customers to uncover why they buy and what experience they want. His work includes developing a skateboard toy featuring Tony Hawk’s branding and co-creating licensed assessment software used by Fortune 500 companies. Bob also helps businesses identify valuable intellectual property and turn it into new revenue streams through licensing.
Johann Nogueira is the Director at Ai Tech Advisory, a consulting company that helps businesses implement AI solutions and navigate digital transformation. He is a serial tech entrepreneur, SaaS founder, and AI strategist with more than two decades of experience building and growing companies. Johann has founded and scaled multiple technology ventures, including White Label Suite, and has completed several business exits. He is also the Founder of Business Authorities, an entrepreneur education platform focused on helping business owners scale through strategic insights and resources.
[Swim & eCommerce Series] The Strategy Behind Consumer Tech Growth With Bruce Borenstein
Bruce Borenstein is the Founder and CEO of OPN Sound, a company specializing in innovative open-ear audio technology. A veteran technology executive with over 40 years of leadership experience, he co-founded AfterShokz, now Shokz, helping pioneer the open-ear audio category and scale the company to tens of millions in sales. Bruce is a recipient of the Consumer Technology Association’s Innovation Entrepreneur Award and the author of Beyond the Startup: What Every Founder Needs to Know After Launch. He also advises emerging technology companies through PH Advisors, helping founders navigate commercialization, partnerships, and business growth.
[Private Equity Series] Playbook for a More Scalable Business With Adi Klevit & Adam Gelhausen
Adi Klevit is the CEO of Business Success Consulting Group, where she helps businesses scale and grow by implementing efficient business infrastructure, processes, and systems. Their company is made up of experts who create, document, and implement processes and procedures for small- and medium-sized companies that want to scale or expand, or for those gearing up for transition. She is also the host of the Systems Simplified podcast and an international speaker.
Adam Gelhausen is the Managing Partner of Palindrome LLP, a private investment firm that acquires established businesses and focuses on long-term ownership, founder legacy, and company culture. He leads the firm’s portfolio management strategy and oversees the valuation and acquisition of new investment opportunities. Adam has more than 20 years of investment management experience, including senior analyst and portfolio management roles at Wellington Management. He earned a bachelor of science in business from Washington State University.
[Top Agency Series] Trust, Positioning, and Smarter Agency Acquisitions With Karl Hughes
Karl Hughes is the CEO of The Podcast Consultant, a podcast production company that helps business and financial industry experts build authority and generate long-term value through audio and video content. He also serves as CEO of Rise25, where he helps B2B companies generate clients, referrals, and strategic partnerships through podcasts, and is the Founder of Draft.dev, a developer content agency he launched in 2020. Karl also hosts Retained Trust, a podcast featuring conversations with digital service entrepreneurs about building, scaling, and selling successful service agencies.
[AI Series] Prevent Silent AI Breaches With Manoj Saxena
Manoj Saxena is the Founder and CEO of Trustwise, an AI safety company focused on helping enterprises securely deploy and control agentic AI systems. A pioneer in responsible AI, he was the first General Manager of IBM Watson and is also the Founder and Executive Chairman of the Responsible AI Institute, a global nonprofit focused on advancing trustworthy and responsible AI. A serial entrepreneur and University of Texas at Austin lecturer, Manoj has founded two venture-backed software companies acquired by Commerce One and IBM and holds 34 software patents.
[SaaS Series] AI, Global Talent, and the Future of Software Teams With Matt Watson
Matt Watson is the Founder and CEO of Full Scale, an offshore software development company that helps U.S. companies build dedicated software engineering teams in the Philippines. A four-time tech founder and longtime CTO, he previously co-founded VinSolutions, an automotive software company that AutoTrader.com acquired in 2011, and later founded the developer-tools company Stackify. Matt brings more than 20 years of engineering and startup leadership experience to helping companies build and scale high-performing software teams. He is also the author of Product Driven and host of the Startup Hustle podcast.
[PE & Wisconsin Entrepreneur Series] People-First Approach to Private Equity With Sequoya Borgman
Sequoya Borgman is the Founder and CEO of Borgman Capital, a private equity firm focused on acquiring and growing lower middle-market businesses across the United States. Since founding the firm in 2017, Sequoya has led investments in more than 20 companies and built a network of over 500 accredited investors.
With over two decades of mergers and acquisitions experience, including leadership roles at RSM US LLP and KPMG LLP, Sequoya brings expertise in deal structuring, due diligence, and value creation. His investment philosophy emphasizes trust, long-term value creation, and preserving the legacies of the business owners he partners with.
[SaaS Series] Product Demos That Accelerate Sales Onboarding and Adoption With Joseph Lee
Joseph Lee is the Co-founder and CEO of Supademo, an AI-powered platform that helps teams create interactive product demos and guides for sales, marketing, onboarding, and customer education. He leads Supademo’s product vision and growth, building intuitive, self-guided experiences that enable companies to simplify product education and drive engagement. Previously, Joseph co-founded Freshline, a B2B e-commerce platform for food distributors, where he served as CPO and led product strategy and execution from customer insight through product development.
[Venture Capital Series] Private Stock Needs a Market Too With Sim Desai
Sim Desai is the Founder and CEO of Hiive, a marketplace that provides liquidity for private company shares. Since its commercial launch in 2022, Hiive has surpassed $5 billion in closed transaction volume and reached a $123 million revenue run rate while maintaining profitability. With nearly two decades of experience in private equity and secondary markets, Sim is passionate about bringing greater transparency and efficiency to the private-company secondary market.
[Top Resource Series] Tools and Ideas Behind Smarter Growth With Douglas Feller and Tom Ruwitch
Douglas Feller is the Founder of MyHarvest, a personal growth platform offering free courses, career resources, housing support, and tools to help people build stability and opportunity. An entrepreneur with experience in real estate investing and asphalt business ownership, he rebuilt his career after serving time in federal prison, later building and selling his asphalt company. His own experience with the challenges of reentry helped inspire MyHarvest’s mission. Today, Douglas focuses on creating resources that support personal growth, skills, second chances, and stronger paths forward for people from diverse backgrounds.
Tom Ruwitch is the Founder and CEO of Story Power Marketing, a marketing company that helps experts create compelling, client-attracting content through storytelling. A content marketing pioneer with more than 30 years of experience, he helps business leaders turn expertise into clear messaging, stronger connections, and business growth. He is also the Founder and CEO of Implementum, which combines strategy, technology, and done-for-you teams to simplify and accelerate growth. Earlier, Tom founded email marketing company MarketVolt in 2001, expanding his work in digital marketing, automation, and business growth.
[Top Author Series] The Science of Belief and Lasting Behavior Change With Nir Eyal
Nir Eyal is a bestselling author, behavioral science expert, and keynote speaker who helps individuals and organizations understand how psychology and technology shape human behavior. He is the author of the bestselling books Hooked, Indistractable, and Beyond Belief, which have sold over one million copies, been translated into over 30 languages, and earned recognition from The New York Times, Amazon, Audible, and The Globe and Mail.
A former Stanford Graduate School of Business lecturer, Nir has worked with organizations, including JPMorgan Chase and the US Air Force and invested in companies including Canva and Kahoot. He helps people build better habits, improve focus, and reach their full potential.
[SaaS Series] The All-in-One Platform Modernizing Golf Operations With Jarrette Schule
Jarrette Schule is the Founder and CTO of TenFore Golf, a cloud-based, all-in-one management platform built for golf courses and recreational facilities. He founded the company in 2015 after recognizing the limitations of legacy golf management systems. As TenFore’s lead architect, Jarrette directs its technology vision and product development, creating mobile-first tools that help single- and multi-course facilities streamline operations, increase revenue, and improve the golfer experience.
[SaaS Series] Vibe Coding Isn’t Ready for the Boardroom With Raveesh Dewan
Raveesh Dewan is the President and CEO of Joget Inc., a technology company that provides an open, AI-powered low-code platform for building, automating, and integrating enterprise applications. Under his leadership, Joget has continued to expand as a global enterprise platform used by Fortune 500 companies, government agencies, and organizations across more than 100 countries. Before joining Joget, Raveesh held executive roles at CareFirst BlueCross BlueShield, helping shape its business and technology roadmaps. His work centers on digital transformation, open innovation, and responsible enterprise AI adoption.
