Kudos to our client thoughtleaders for their recent victories!!!

* Mary Adams CMC and Mike Oleksak CMC, Founding Principals at Trek Consulting LLC, have co-authored a new book Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. The book, published by Praeger, was released this month

* Longfellow Benefits was recently named one of the Boston area’s best employers by Boston Business Journal in its Best Places to Work 2010 edition. A press release describing the achievement was picked up by various news sites. In addition, a Business Insurance article “Bigger Is Not Always Better” contained comments by an HR officer at Houghton Mifflin that, despite HM’s history with a previous larger benefits consulting firm, Longfellow Benefits proved to be a much more valuable investment.

* An article by Jim Edholm, President of Business Benefits Insurance, titled “Is Your Dental Plan Out Of Date?” was picked up by several PR and news sites, including HR People

* “Is Building Your New Data-Center A ‘DIY’?” by Robert Johnson, Director of Product Marketing at Atrion, in Data Center Journal

* “The ROI For Strategic Change Management In Outsourcing” by Laura Stone, Founder/CEO, Stone + Company, in Outsourcing Journal Online

* Trademark Insider noted that in the Boston area, more existing and startup organizations turned to Wolf Greenfield in 2009 than any other local law firm. Wolf Greenfield reached the top of the Boston-area charts with 292 trademark applications in 2009. It’s the fifth consecutive award for the firm which has been servicing companies with their trademark needs since its founding in 1927. A press release announcing the award was picked up by multiple legal and business news and PR sites

* “Employers Must Eliminate Benefit Discrepancies With Overseas Employees” by Vernon W. Holleman III, President of The Holleman Companies, appeared in Employee Benefit Plan Review. A press release reporting on the article was picked up by several PR and news sites, including Calibre, Reuters, Google News. Vernon also published in The National Underwriter an article titled “Understanding Buy-Sell Agreements For Small Business Owners” and was quoted in Best’s Review in an article discussing corporate-owned life insurance.

* In addition, The Holleman Companies has launched a series of podcasts on business succession planning called The Holleman Business Succession ForumSM. Its first installment features an interview with the legendary Austin Kiplinger of Kiplinger Publishers. A press release announcing this podcast series has been posted on multiple business news sites including Yahoo Finance and Boston.com.

* Jim Foster, Shareholder at Wolf Greenfield, was quoted in an article on Law 360 Online titled “If I Were Obama, My Supreme Court Pick Would Be…” Jim was also consulted by the Bureau of National Affairs’ Patent, Trademark & Copyright newsletter, in an edition discussing gene “unpatentability.” Further, Jim was interviewed by the Wall Street Journal, Bioworld, Managing Intellectual Property, and IP Law 360 on the subject of the Myriad gene case in the US district courts. Both Jim and Mike Rader, also a Shareholder, were noted in the National Law Review’s coverage of their IP seminar.

* Michael Siekman, Shareholder at Wolf Greenfield, was quoted in an article for Inside Counsel titled “Wyeth Decision Leads To Patent Term Recalculations”

* Jay Vogt, Founder/CEO Peoplesworth, has a new book, Life or Death Lessons from Extreme Teams, under production with New Word City Publishers

* Mike Rader, Shareholder at Wolf Greenfield, was consulted extensively for an article titled “Attorney Offers Tips For Controlling Patent Litigation Costs,” in Technology Transfer Tactics

* Dr. Bob Carey, author of Patients Teach A Doctor About Life And Death (Xlibris) was interviewed for several radio programs, including the Frankie Boyer Show, the Bill Frank Show and WBZ-AM. Bob also spoke to the Rotary Club of Arlington. In addition, Bob’s book recently jumped to #80 on Amazon.com’s list of Bestselling Medical Biographies

* Patrick Waller, Shareholder at Wolf Greenfield, was interviewed by the Bureau of National Affairs’ Patent, Trademark & Copyright newsletter, in an edition discussing gene “unpatentability.” As well, Patrick was quoted in IPLaw 360 and Managing Intellectual Property on the subject of the Myriad gene case

* Larry Green, Shareholder with Wolf Greenfield, was interviewed by the Bureau of National Affairs’ newsletter, Patent, Trademark & Copyright, in an edition discussing a recent court decision assessing when a patent application should be filed. In addition, Larry was quoted by Chemical & Engineering News as well as Bloomberg News discussing a patent dispute between Eli Lily and Ariad. Law.com also featured quotes from Larry in an article titled “Look, You Wanna Invent? You’d Better WRITE IT DOWN.” Finally, Larry, along with Ed Perlman and Jason Honeyman, both Shareholders with Wolf Greenfield, were noted in The Daily Tribune for their recent honor as “Massachusetts Super Lawyers”

* A press release declaring Jim Mooradian And Associates, Inc. “One Of The Hottest Players Nationally In The Booming Voluntary Employee Benefits Arena” was picked up by Insurance Newscast. Jim was also prominently featured in HR Executive Magazine as a leading national go-to authority on voluntary benefits

* Robert S. Litwak, Vice President for Programs at the Woodrow Wilson International Center for Scholars, was quoted in a New York Times article titled “Obama’s Nuclear Strategy Intended As Message”

* “The Role Of Financial Executives In Exit Planning For Business Owners” by Michael Oleksak CMC, Founding Principal at Trek Consulting LLC, in Financial Executive Magazine. A second article, this time titled “Exit Planning For Actuarial Consultants” was published in The Independent Consultant. In addition, Michael penned “Commercial Bankers Must Know The Owner/Manager’s Exit Plan” for Commercial Lending Review

* Connie Golleher, Chief Operating Officer at The Holleman Companies, was quoted in an article titled “When Crafting The Estate Plan, Bring The Kids To The Table,” in National Underwriter

* Roque El-Hayek, Associate with Wolf Greenfield, was quoted in an article titled “Federal Circuit Rules Patent Applications Must Have Separate Written Description” in RFC Express (Intellectual Property Today Online). The article was also featured on IP Frontline

* “Stuck In Traffic On The Information Superhighway? By Assessing Your Alignment, Experience And Technology, You Can Shift Into The Fast Lane” by Tim Hebert, Chief Executive Officer with Atrion, in CEO Refresher. Tim’s article was also re-posted on CIO.com

* “Making ‘Sense’ Of Non-Traditional Marks” by Christina M. Licursi, Associate, and David Wolf, Shareholder, at Wolf Greenfield, has been accepted for publication in Executive Counsel

* Longfellow Benefits welcomes Colleen Grady as a Benefits Consultant and Robin Blue as an Executive Assistant. An announcement press release appeared on various business news sites

* “Starting With A Blank Sheet Of Paper Doesn’t Work … And Other Reasons Why Most Innovation Programs Fail” by Chris Jones, a Principal at Strategos, along with the winning team of the Strategos-CBIG Innovation Challenge, in Chief Executive Officer

* “Walt Disney Knew It First: Selling Is About Confidence And Constancy” by Shelley Hall, Principal and Managing Director of Catalytic Management, in CEO Refresher

* “Effective IT Keeps Money In The District” by Charlie Nault, author of Risk-Free Technology: How Small to Medium Businesses Can Stem Huge Losses From Poorly Performing IT Systems (Global Professional Publishing), Chairman of the Board at Atrion, and Principal of Risk-Free Consulting, in School Business Affairs

* Dan Young, Patent Agent at Wolf Greenfield, was consulted for an article in Mass High Tech titled “IP Economy Boosts Research Job Prospects In Law”

* Ed Gates, Chairman at Wolf Greenfield, was recently named a 2009 “Massachusetts And New England Super Lawyer” by New England Super Lawyers Magazine. A press announcement appeared in the Milford Daily News

* Pat Haraden, Senior Vice President of Employee Benefits at Longfellow Benefits, was quoted in Business Insurance discussing the pros of smaller benefit consulting firms

* Larry Karle, Senior Consultant, Longfellow Benefits, was consulted for an article in Human Resource Executive Online titled “Disconnecting Self-Service?”

* Michael A. Albert, Shareholder at Wolf Greenfield, was quoted in a National Law Review article discussing the Centocor v. Abbott verdict.

* Michael J. Pomianek, Shareholder, and Tani Chen, Associate, both with Wolf Greenfield, participated in a Q & A focusing on accelerating cleantech patents in Managing Intellectual Property

* MaryDilys Anderson, Associate at Wolf Greenfield, was quoted in IP Today on the subject of fines for marketing products with false or expired patent numbers

* “Successfully Build Your Business Network With ‘Eblasts’” by Aurélie Hiernaux, emerson consulting group’s 2010 spring intern, in The Independent Consultant

* “Unintentional Jerks: The Key to Handling ‘Difficult’ Executives ” by Carl Robinson, PhD., Principal of Advanced Leadership Consulting, in Chief Executive Magazine Online

* “Responding to the Bilski Decision: How Reissue Applications Can Help You Save Your Patent” by Steve Henry, Shareholder and A.J. Tibbetts, Patent Agent, both in the Electrical & Computer Technologies Group at Wolf Greenfield, in IP Frontline

* Strategic Delegation: The Key to Increased Productivity and Higher Performance” by John Myrna, Co-Founder of Myrna Associates, Inc., in Employment Relations Today

* “Measuring Innovation from Different Perspectives” by George Chen and Amy Muller, Chicago-based Directors of Innovaro Strategos, a global strategy and innovation consulting firm, in Employment Relations Today

* “For Most, Office 2010 is Worth Upgrade Effort” by Vin D’Amico, President of DAMICON, in his monthly column for IndUS Business Journal

* Doug Wolf, Shareholder and Co-Chair of the Trademark Group at Wolf Greenfield, was quoted in a story about games and copyright in The Mobile Gadgeteer

* “Safety Pays—How to Make a Zero-Accident Culture a Reality” by Bob Phelan, President & CEO, Construction Risk Advisors, has been scheduled to appear in an upcoming Construction Executive Magazine

* “Mentoring is the Ultimate Executive Education: An Interview with Charles Hoffman” by Michael Shenkman, author of the book Leader Mentoring (Career Press) and Founder/President of the Arch of Leadership, a leader mentoring company, in the April 2010 edition of Leader Pathways

* “Nathaniel Hawthorne: Peaceable & Inspiring” by Tijana Salaj, emersongroup summer 2009 intern, has been published by Amazines.com

fun thoughts…
…great quotes

“A good conscience is a continual Christmas.”
— Benjamin Franklin

“If you would convince a man that he does wrong, do right. Men will believe what they see.”
— Henry David Thoreau

“I could not at any age be content to take my place in a corner by the fireside and simply look on.”
— Eleanor Roosevelt

“I’ve never been a millionaire but I know I’d be darling at it.”
— Dorothy Parker

bizarre but appreciated

Ralph Waldo Emerson could make friends with anyone, including the brilliant but frequently odd 19th Century London writer Thomas Carlyle. See Apprentice Chloe Lizotte’s popular “Eccentrics” column published in the Concord Journal where she explains how Carlyle was “Bizarre But Appreciated”… Click here.

Kudos to our client thoughtleaders for their recent victories!!!
You can sign up for thoughtnotes, our e-letter, on our website.

• Libby Wagner, Founder/President, Professional Leadership Results Inc. and Influencing Options, signed a contract with Global Professional Publishing (UK) to publish her first book The Influencing Option

• MaryDilys Anderson, Associate at Wolf Greenfield, was quoted in an article on IP Frontline on the subject of fines for marketing products with false or expired patent numbers

• “Bridging The IT Skills Gap Through Industry And Academic Collaboration” by Giselle LaFrance, Manager of Media Relations at Atrion, in Employment Relations Today

• “Employer Strategies For Battling Obesity” by Kristie Howard, Senior Consultant, Employee Benefit Services, Longfellow Benefits, in Women’s Business Magazine

• “Preventing Losses: How To Protect Your ‘Blind Side’” by Bob Phelan, President & CEO, Construction Risk Advisors, in Building & Construction Northeast Magazine. In addition, an excerpt from Bob’s book Broke! The Broken Contractor’s Insurance System And How To Fix It (Advantage 2009) was prominently featured in Engineering News-Record, a McGraw-Hill publication

• Suzanne Bates, Founder and CEO of Bates Communications, has been accepted by Mass Speakers Guild as a featured speaker on its new roster. Author of two major books, Speak Like A CEO and Motivate Like A CEO, both published by McGraw-Hill, Suzanne is also serving this year as president of National Speakers Association New England

• “The Weight Of Legacy: Ensuring Today’s Decisions Will Be Relevant Tomorrow” by Carl Robinson, PhD., Principal of Advanced Leadership Consulting, in CEO/Chief Executive Officer

• Connie Golleher, Chief Operating Officer at The Holleman Companies, was quoted in Money Magazine in an article titled “Solve Your Toughest Retirement Puzzle.” In addition, Connie’s article “Insuring The Firm’s Future” appeared in Legal Management Magazine. A press release detailing statements by Connie regarding long-term disability insurance for law firms was posted by Scottrade, Yahoo Finance, Insurance Newscast and PR Inside

• Boston Herald’s “Women to Watch” noted that Longfellow Benefits has named Meghan Cooper its first-ever Director of Marketing and Communications. She previously served as Longfellow’s Senior Consultant for Employee Benefits

• “How Voluntary Benefits Can Help Manufacturers Control Costs” by Jim Mooradian, Founder, and Bryan Lambert, Broker, at Jim Mooradian and Associates, Inc., in Industry Week Online

• Randy Pritzker, Shareholder at Wolf Greenfield, was quoted in a Boston Business Journal article titled “The Money Question: Recession Highlights Long-Simmering Issue Of Costs”

• “Pension Liability Mitigation After The Storm: A New Approach” by Vernon W. Holleman III, President of The Holleman Companies, in Employee Benefit News. Agent’s Sales Journal also featured a profile on Vernon, titled “Charitable Planning: How One Agent Does It.” In addition, Vernon’s advice on such issues as Corporate-Owned Life Insurance (COLI) and mortgage protection insurance was reported in The National Underwriter, Insurance News Net and Bankrate.com. As well, “A New Approach To Pension Liability Mitigation” by Vernon and Jeff Webb, Director of Advanced Planning, appeared in Employee Benefit News. Their firm’s new newsletter Perspective and Positioning covered all these topics and more

• “Ultimate Client Experience” by Michelle Pope, Chief Operations Officer at Atrion, has been accepted for publication in an upcoming issue of Business Strategy Magazine

• “Solving ADP Testing Failures: Many Ways To Skin A Cat” by Adam Miloro, Senior Consultant, Retirement, at Longfellow Benefits, in Employee Benefit Plan Review

• David Boucher, Senior Vice President of Corporate Benefit Services at Longfellow Benefits, led a webinar titled “Issues Facing Retirement Plan Fiduciaries” sponsored by New England Employee Benefits Council. The webinar date and time was noted in Boston Business Journal’s calendar section

• “I’ve Seen The (Benefits) Future” by Jim Edholm, President of Business Benefits Insurance, in his regular column in Mass Lawyers Weekly and syndicated by Dolan Media Newswire. A press release detailing statements by Jim regarding HSAs (health savings accounts) for law firms was reported by Best Insurance, Money Goals, eMedia World, and PR-Canada

• “Does Your Technology ‘Fit’ Your Needs? By Implementing A ‘Life-Cycle’ Process, It Will” and “Hiring The Right IT Guy: A Vital Component In IT Success For Your Business” both by Charlie Nault, author of Risk-Free Technology: How Small to Medium Businesses Can Stem Huge Losses From Poorly Performing IT Systems (Global Professional Publishing) and Chairman of Atrion, in CEO Refresher. Charlie also was interviewed in depth by Enterprise Leadership Online

• Ed Walsh, Shareholder, and A.J. Tibbetts, Technology Specialist, both at Wolf Greenfield, were guests on a podcast sponsored by Surprisingly Free Network, discussing the benefits and costs faced by businesses that incorporate Open Source software into their products

• Kate Victory Hannisian, our emersongroup Chief Editor, recently completed the NaNoWriMo challenge, scribbling 50,000 words—the entire draft of her novel—in a mere thirty days. It was the third year in a row that Kate successfully met this formidable challenge

• Boston Business Journal announced that James Goodberlet has joined Wolf Greenfield as a Technology Specialist in its electrical and computer technologies practice

• “Strategic Delegation: The Best Way To Improve Productivity And ROI Without Increasing Costs” by John Myrna, Co-Founder of Myrna Associates, Inc., in Industry Week Online

• Kendall Storch, Senior Vice President of Retirement for Longfellow Benefits, was quoted in “Does Your 401(k) Have An EFT In Its Future?” in Daily Finance. Kendall was also singled out for his ethics and innovation by Morningstar-ASPPA as a finalist for its 2010 401(k) Advisor Leadership Award. TD Ameritrade, Google News, Strategic News Service, Calibre and several other news sites reported on Kendall’s selection

• “Is Building Your New Data Center A DIY Project?” by Robert Johnson, Director of Product Marketing at Atrion, in IT Business Net

• Doug Wolf, Shareholder at Wolf Greenfield, was quoted in a Rapid Graphic article titled “Trademark Essentials”

• “Reps Must Avoid Panic-Driven Mistakes” by Shelley Hall, Principal and Managing Director of Catalytic Management, in Indus Business Journal

• “Arguments About The Value Of IT Are All Wrong” by Vin D’Amico, President of Damicon LLC, in his monthly column for Indus Business Journal

• “Is Self-Insurance The Right Short-Term Disability Choice For Your Company?” by Sharon Asperschlager, Associate at Jim Mooradian and Associates, in Women’s Business Magazine

• Longfellow Benefits hosted an informational webinar on “Critical Success Factors For Defined Benefit Pension Plan Sponsors In 2010.” A press release summarizing the event was picked up by several major news sites including MSNBC.com and Yahoo Finance

• Dr. Bob Carey, author of Patients Teach A Doctor About Life And Death (Xlibris) was interviewed on WCAT-TV and Arlington Cable Access TV. In addition, Bob spoke to the Rotary Club of Lexington. A press release announcing his new book was picked up by various PR and news sites including ABC News, Google News and 7-Online

• “Securing A Loan With Patents, Trademarks And Copyrights Is Best For Lenders” by Steve Henry, Shareholder, Neil Ferraro, Shareholder, and Hunter Keeton, Associate at Wolf Greenfield in Pratt’s Journal of Bankruptcy Law

• “Protect Your Trademark In Five Crucial Steps” by Lisa Martin, Associate at Wolf Greenfield, in Women’s Business Magazine

• “Long Term Care Or Disability Insurance: What Is The Right Choice?” by Jim Mooradian, Founder, and Chris Allen, Senior Consultant, Jim Mooradian and Associates, in Employee Benefit Plan Review. Jim also published an article on the same topic in The Independent Consultant

• “When An Initiative Is Stalled By Warring Factions” by Laura Stone, Founder/CEO, Stone + Company, soon to be published in Business Strategy Magazine, has been selected for re-publication in Strategic Direction Journal in a collection of “best articles” published by Emerald Publications in 2009-2010

• “Patent Primer For Inventors” by Jim Hanifin Jr., Shareholder at Wolf Greenfield, in Inventors Digest

• Tim Oyer, Managing Partner at Wolf Greenfield, was quoted in “Nationwide Layoff Watch: Howrey Can’t Utilize Everybody” in Above the Law Online

• “Measuring Innovation” by George Chen and Amy Muller, Directors at Strategos, has been accepted for publication in an upcoming issue of Employment Relations Today

• Larry Green, Shareholder at Wolf Greenfield, was quoted in an article on Law.com discussing an en banc decision on patent applications and specific written language

• “Controlling Access To Your Network: ‘NAC’ Becomes A Critical Tool” by Chris Poe, Chief Technology Officer at Atrion, in CEO Refresher

• A news release announcing the addition of Consulting Actuary Charlie Cahill to the staff of Cassidy Retirement Group appeared in both Boston Business Journal and the Concord Journal as well as numerous online business and industry websites

• “Successful Patent Litigation On A Budget: Practical Approach” by Michael Rader, Shareholder at Wolf Greenfield, in IP Frontline

• “Talent Acquisition Is More Important And Complex In Recession” by Doug Reiter, President, The Douglas Reiter Company, in The Independent Consultant

To receive a complimentary copy of any of these articles, visit the author’s web site or send a message to Ken. For direct links to our thoughtleaders’ websites, click: http://www.thoughtleading.com/clients.htm