Facilitator and Presenter. Terrie Wheeler was a panelist and facilitator of Modern Marketing Tactics for Lawyers in a “Like, Share, Follow” World, sponsored by Minnesota Lawyer, and the Minnesota State Bar Association, May 2, 2018.

CLE Presenter. Terrie presented a one-hour CLE to the Minnesota State Bar Association’s 6th District members in Mankato, MN. Terrie’s topic was 2018 Marketing Strategies that REALLY work for Lawyers, April 19, 2018.

Law School Presenter. Terrie shot a video interviewing four lawyers for the Mitchell Hamline Law School course, The Lawyer as Business Owner. During the four-hour video shoot, Terrie presented viewers with real-world examples of life as a solo practitioner, in a small law firm, and in a large law firm. The video will be used in the curriculum for the virtual law school program at the law school, February 1, 2018.

Law School Presenter.  Terrie recorded four hours of presentations for students in the virtual law school program at Mitchell Hamline Law School. The hour-long presentations included Marketing Strategies that Work for New Lawyers, How to Develop your Marketing Plan, Ethical Website and Social Media Practices, and How to Develop a Sales Pipeline, January 14, 2018.[

Webinar Presenter.  Terrie presented a PSM webinar entitled, How Smart Marketing Will Make your Sales Efforts Easier, October 19, 2017

Law School Presenter.  Terrie presented to third-year law students in a presentation entitled, What Really Works: Marketing Strategies for New Lawyers, University of St. Thomas School of Law, September 20, 2017

Attorney Retreat Presenter.  Terrie delivered a two-hour custom client development presentation for a Minneapolis Law Firm and reported the results of an attorney survey Terrie conducted, firm branding and messaging, relationship building tips (for introverts), and the importance of being the CEO of your own practice, Big Sandy Lake Resort, McGregor, MN, September 9, 2017.

Webinar Presenter.  Kristy presented a PSM webinar entitled,  SEO for Dummies: Top Strategies for Success, August 24, 2017

Presenter and Panelist. Terrie presented a CLE on Issues and Trends in the Ethical Use of Social Media and Technology for the Ramsey County Bar Association, May 24, 2017.  Panelists included Steve Baird, IP Partner at Winthrop & Weinstine,  Amy Mahowald, Assistant Director, Office of Lawyers Professional Responsibility, and Leanne Fuith, Dean, Career and Professional Development, Mitchell Hamline School of Law.

Keynote Presenter. Kristy presented at Morgan’s Farm to Table in the Best Western Premier in Burnsville, MN, on The Art of Positive Brand Marketing: Veterinary Clinic Marketing and Growth Strategies, May 23, 2017.

Webinar Presenter. Terrie presented a webinar entitled, The Four Pillars of Marketing™: How They Can Help you Grow your Practice!, April 20, 2017.

Keynote Presenter. Kristy presented at the AAM-MN on The Value of Organizing and Tracking your Sales Opportunities, April 13, 2017.

Ethics CLE Presenter. Terrie presented at the Minnesota State Bar Association’s Solo Small Firm Section.  Her presentation was entitled, Cutting Edge and Ethical Marketing Strategies for Solo and Small Firms, March 28, 2017.

Law School Guest Lecturer.  Terrie presented a two-part series on Marketing Best Practices for New Lawyers at Mitchell Hamline School of Law.  The first session was held on February 21, 2017, where Terrie facilitated a panel of attorneys for two hours, followed by a two hour session on February 28, 2017, where Terrie presented The Rules Related to Marketing: How to Develop an Ethical Marketing Plan for New Lawyers: What Really Works!

Webinar Presenter. Kristy presented a webinar entitled, What Truly Differentiates You: Five Ways to Showcase Your Unique Brand, February 24, 2017.

Keynote Presenter. Terrie presented at the law firm of Hellmuth & Johnson.  Her presentation was entitled, “An Eight-Step Approach to your 2017 Marketing Plan,” January 19, 2017. You can view Terrie’s webinar on the same topic here.Keynote Speakers – Terrie Wheeler & Kristy Gusick presented a two-hour seminar for the Financial Planning Association of Minnesota.  Their topic was entitled, “Special Allied Professional Event – Develop Your Marketing Plan for 2017: An Eight Step Process for Success,” December 20, 2016.

Law School Presenter – Terrie Wheeler presented, “Ethics of Marketing your Law Practice: Rules Related to Marketing in Minnesota,” University of St. Thomas School of Law, September 8, 2016.

CLE Presenter and Panel Facilitator – Terrie Wheeler presented, “Ethically Marketing your ADR Practice,” Conflict Resolution Minnesota 2016 Annual Meeting, June 29, 2016.

CLE Presenter – Terrie Wheeler presented, “Ethical Marketing in the Millennial Age,” to the Ramsey County Bar Association, June 16, 2016.

DEC Symposium Facilitator – Terrie Wheeler facilitated the day-long 5^th Annual District Ethics Committee Chairs Symposium for the Lawyers Professional Responsibility Board in Duluth, MN, May 6, 2016.

CLE Presenter – Terrie Wheeler presented, “Marketing Your Specialist Certification,” to the Minnesota State Bar Association at Midland Hills Country Club, April 26, 2016.

Panelist – Kristy Gusick served on a panel for a business seminar entitled, “Know Your Strengths: Outsource the Rest” where attendees learned how to save time and money with key partners,  April 26, 2016.

Podcast Guest – Kristy Gusick was interviewed by Solidity Financial for their podcast, “Avoid the Business Rebound: An Interview with Kristy Gusick,” Solidity Financial, April 20, 2016.

Keynote Speaker – Terrie Wheeler presented a one-hour CLE for the Minnesota State Bar Association.  Terrie’s topic was, “Trends in Legal Marketing: What Really Works,” March 24, 2016.

Panelist – Kristy Gusick served on a panel for program entitled, “You Pick Two!” The session covered new social media ideas for insurance and financial professionals.  The program was sponsored by the National Association of Insurance and Financial Advisors (NAIFA) and was held at Midland Hills Country Club, March 9, 2016.

Law School Presenter – Terrie Wheeler presented a program for Mitchell Hamline School of Law. The program was entitled, “Maximizing Your Online Presence: Ethical Social Media Best Practices for Lawyers.” March 3, 2016.

Law School Presenter – Terrie Wheeler facilitated a panel of lawyers at Mitchell Hamline School of Law. February 25, 2016.

Presenter – Terrie Wheeler presented at the MSBA’s 2015 New Lawyers Leadership Conference. Terrie’s presentation was entitled, “Ethical Marketing in the Millennial Age,” November 12, 2015.

Webinar Presenter – Kristy Gusick presented a PSM Marketing Motivation Webinar entitled, “Everyone Can Market! How to Create and Leverage Your Personal Marketing Style,” October 22, 2015.

Ethics CLE Presenter –  Terrie Wheeler presented a program for the Small Firm and Solo Practice Section of the Ramsey County Bar Association.  The presentation was entitled, “Maximizing your Online Presence: Ethical Social Media Best Practices for Lawyers,” October 22, 2015.

Law School Presenter – Terrie Wheeler presented a program for third-year law students at the University of St. Thomas Law School.  Her presentation was entitled, “How to Develop your Marketing Plan: Strategies for New Lawyers” September 28, 2015.

In-House Marketing Training – Kristy Gusick presented a program for Webb Financial Group’s Strategic Alliance 2015 Luncheon “How to Develop your Personal Brand” that gave tips and ideas to help professionals be more effective and efficient with social media, September 17, 2015.

Presenter – Kristy Gusick presented a program for the MREE’s Marketing Meeting at the Conference Center of Hellmuth & Johnson. The presentation was titled, “How to Use LinkedIn to Develop New Business,” September 2, 2015.

Webinar Presenter – Terrie Wheeler presented a PSM Marketing Motivation Webinar entitled, “What Really Works: High Impact, Low Cost Strategies for Professionals,” August 27, 2015.

In-House Marketing Training – Kristy Gusick presented a training for a Minneapolis CPA firm entitled, “Advanced Social Media Training: Taking it to the Next Level,” August 27, 2015

Webinar Presenter – Kristy Gusick presented a PSM Marketing Motivation Webinar entitled, “Becoming a Thought Leader: How to Develop, Find and Share Valuable Content,” June 25, 2015.

Presenter – Kristy Gusick presented to the Financial Planning Association (FPA) during the NexGen K’Nex event. Her presentation was titled, “How to Successfully Use LinkedIn To Build Your Practice,” May 27, 2015.

In-House Marketing Training – Kristy Gusick presented to a Minnesota CPA firm. The presentation was titled, “Basic Networking & Business Development Training,” May 27, 2015.

CLE Presenter – Terrie Wheeler presented part four of a four-part CLE program for the University of St. Thomas School of Law. The presentation was entitled, “The Ethics of Marketing Your Law Practice: Rules Related to Marketing in Minnesota,” May 15, 2015. The program is also available on the law school’s CLE on-demand offering.

In-House Marketing Training – Kristy Gusick presented an in-house marketing training for a Minnesota CPA firm. The training was titled, “Strengths and Messages,” April 29, 2015.

Presenter – Kristy Gusick presented a program at the Seasoned Women Attorneys Networking Social. The presentation was titled, “How to Use Your Personal Brand to Grow Your Career,” April 14, 2015.

CLE Presenter – Terrie Wheeler presented part three of a four-part CLE program for the University of St. Thomas School of Law. The presentation was entitled, “How to Identify and Build a Niche for your Practice,” March 20, 2015. The program is also available on the law school’s CLE on-demand offering.

Webinar Presenter – Terrie Wheeler presented a PSM Marketing Motivation Webinar entitled, “40 Marketing Ideas You Can Do in 5 Minutes or Less!,” April 23, 2015.

In-House Marketing Training – Terrie Wheeler presented a firm-wide program for a Minneapolis law firm entitled, “Forty Marketing Ideas You Can Do in Five Minutes or Less,” March 18, 2015

Webinar Presenter – Kristy Gusick presented a PSM Marketing Motivation Webinar entitled, “How to Find and Build Strategic Partnerships with other Professionals,” February 26, 2015.

Presenter – Kristy Gusick presented to the Best Prep Organization, Feburary 19, 2015.

In-House Marketing Training – Terrie Wheeler presented a firm-wide program for a Minneapolis law firm entitled, “The Elusive Elevator Speech: How to Communicate your Niche,” January 21, 2015.

CLE Presenter – Terrie Wheeler presented part two of a four-part CLE program for the University of St. Thomas School of Law. The presentation was entitled, “How to Use your Website and Social Media to Develop Business,” January 16, 2015. The program will also be used as part of the law school’s CLE on-demand offering.

Webinar Presenter. Terrie Wheeler presented a PSM Marketing Motivation Webinar entitled, How to Develop your 2015 Marketing Plan, December 11, 2014.

Webinar Presenter. Kristy Gusick presented a PSM Marketing Motivation Webinar entitled, Beyond the LinkedIn Profile: How to Build your Reputation Using Social Media, October 23, 2014.

Ethics CLE Presenter. Terrie Wheeler presented a videotaped CLE On Demand program for the Minnesota State Bar Association entitled, How to Develop an Ethical Marketing Plan for 2015, October 21, 2014.

CLE Presenter. Terrie Wheeler presented part one of a four-part CLE program for the University of St. Thomas Law School entitled, “Innovative Marketing Strategies that Really Work!” The program also featured a panel discussion with Toni Halleen, Don McNeil, and Roshan Rajkumar, October 16, 2014.

Ethics CLE Presenter. Terrie Wheeler presented a videotaped CLE On Demand program for the Minnesota State Bar Association entitled, The Ethics of Marketing your Law Practice: The Rules Related to Marketing in Minnesota, October 7, 2014.

CLE Presenter. Terrie Wheeler presented a program on How to Develop Your Marketing Plan for 2015: Implementation Tips and Suggestions, to the Minnesota State Bar Association’s Marketing Cohort Group, October 2, 2014.

Law School Presenter. Terrie Wheeler presented to the University of St. Thomas law School on the topic of How to Develop a Marketing Plan: Strategies for New Lawyers, September 22, 2014.

CLE Presenter. Terrie Wheeler presented a program on How to Develop your Marketing Plan for 2015: Assessing your Practice, to the Minnesota State Bar Association’s Marketing Cohort Group, September 18, 2014.

Conference Presenter. Kristy Gusick presented at the National Association of Insurance and Financial Advisors (NAIFA) on the topic of, How to Generate Referrals from Clients and Other Professionals, September 11, 2014.

Webinar Presenter. Kristy Gusick presented a PSM Marketing Motivation Series webinar entitled, Turning Contacts into Clients: Implementing a Lead Nurturing System, August 28, 2014.

Webinar Presenter. Terrie Wheeler presented a PSM Marketing Motivation Series webinar entitled, How to Identify and Build a Niche for your Practice, June 26, 2014.

Presenter. Kristy Gusick presented, How to Successfully Use Social Media to Develop your Practice: Tools, Tips and Guidelines. Presentation made to Investment Planners, Inc. at its 2014 Summer Conference in Indianapolis Indiana, June 13, 2014.

Keynote Presenters. Terrie Wheeler and Kristy Gusick presented a two-hour marketing program covering the topics of How to Create and Promote your Personal Brand, and Develop your Marketing Plan: Tips and Strategies for Professionals, Thompson Hall, Santi Cerny & Dooley, May 15, 2014.

Webinar Presenter. Kristy Gusick presented a PSM webinar on How to Develop and Promote your Personal Brand, April 24, 2014

Webinar Presenter. Terrie Wheeler presented the first webinar in the PSM Marketing Motivation Series on “Using Your Website to Generate Business” February 27, 2014.

Law School Presentation. Terrie Wheeler presented to third year law students at Marquette University Law School on the topic of, “The Rules Related to Marketing in Wisconsin: Developing an Ethical Marketing Plan,” February 24, 2014.

Keynote Presenter. Kristy Gusick presented to North Star Resource Group’s MN Winter Summit on the topic of “How to Use Social Media to Build Your Advisory Practice,” January 24, 2014.

2013

Webinar Presenter. Terrie Wheeler presented the final webinar of 2013 in the PSM Marketing Motivation Series on “Develop your Marketing Plan for 2014: A Template for your Success,” December 12, 2013.

Webinar Presenter. Kristy Gusick presented the fifth in the PSM Marketing Motivation Series on “How to Get More Referrals from Clients and Other Professionals,” October 24, 2013.

Support Staff Training Program. Terrie Wheeler and Kristy Gusick presented to Dykema Gosset support staff on “Marketing Basics for Non-Lawyers,” October 10, 2013.

StrengthsFinder Training. Kristy Gusick presented StrengthsFinder training for Schaefer Halleen, a law firm in downtown Minneapolis. Her presentation was entitled, “Using your Strengths to Build your Law Practice,” October 2, 2013.

Law School Presenter. Terrie Wheeler spoke to third year law students at the University of St. Thomas Law School on “A Guide To Starting your Law Practice in Minnesota,” September 20, 2013.

Webinar Presenter. Terrie Wheeler presented the fourth in the PSM Marketing Motivation Series on “Be Where your Prospects Are: Tips to Maximize Trade Association Involvement,” September 12, 2013.

Law School Presenter. Terrie Wheeler presented to third year law students at Hamline Law School on Tips to Starting your Own Law Practice, September 7, 2013.

Law School Presenter. Terrie Wheeler presented a program to third year law students at Hamline Law School on Marketing and Client Development, August 24, 2013.

Webinar Presenter. Kristy Gusick presented the third in the PSM Marketing Motivation Series on “Using LinkedIn to Develop Business,” July 25, 2013.

Keynote Presenter. Terrie Wheeler presented “How to Create New Business Using Social Media” to the financial advisors at TealWood Asset Management, June 27, 2013.

Webinar Presenter. Terrie Wheeler presented the second in a series of PSM Marketing Motivation webinars. Terrie presented, “Networking is a Contact Sport: Tips and Strategies to Build Relationships,” June 13, 2013.

Keynote Presenters. Terrie Wheeler and Kristy Gusick presented to a group of Schwab independent financial advisors at a program entitled, “How to Create New Business Using Social Media, May 16, 2013.

Keynote Presenter. Terrie Wheeler served as the moderator, facilitator and presenter for the Ohio State Bar Convention, Cleveland, OH. Her afternoon topic was, “Using Marketing Communications to Ethically Market your Law Practice.” The program was presented to 250 lawyers on May 9, 2013.

Keynote Presenter. Terrie Wheeler served as the keynote presenter for the Ohio State Bar Convention, Cleveland, OH. Her topic, presented in the morning to 250 lawyers, was “Ethically Using Social Media to Market Your Law Practice,” May 9, 2013.

Webinar Presenter. Kristy Gusick presented the first of PSM’s Marketing Motivation webinar series. Her topic was, “How to Organize and Track your Sales Opportunities,” held on April 30, 2013.

Presenter. Kristy Gusick presented a program on “Networking Best Practices for Financial Advisors,” to a group of wholesalers sponsored by FineTooth Consulting, February 28,2013.

Presenter. Kristy Gusick presented a session entitled, “Succession Planning for Advisors,” for the financial advisors at AdvisorNet Financial, February 5, 2013.

Keynote Presenter. Kristy Gusick presented a keynote presentation to McNees, Wallace & Nurick, LLC, in Harrisburg, PA. Kristy’s presentation was entitled, “Questions are the Answer: Building Successful Referral Networks.”[/vc_column_text]

CLE Presenter. Terrie Wheeler presented, “The Ethics of Marketing your Law Practice: The Rules Related to Marketing in Minnesota.” Presented to the Hennepin County Bar Association on October 13, 2011 and received 2.0 Ethics CLE Credits.

Law School Presenter. Terrie Wheeler presented, “Marketing your Solo Practice: Tips for New Lawyers,” presented to third year law school students at the University of St. Thomas Law School on September 30, 2011. Terrie is actively engaged in teaching law students what to expect when they start a practice.

CLE Presenter, Terrie Wheeler presented, “The Ethics of Marketing your Law Practice: The Rules Related to Marketing in Illinois,” received two CLE ethics credits, presented via live webinar on May 9, 2011.

CLE Presenter, Terrie Wheeler presented, “Ethically Marketing your Law Practice: the Rules Related to Marketing in California,” received two ethics credits, presented via live webinar on April 20, 2011.

Presenter, Terrie Wheeler presented, “Using the Internet to Market Your Law Practice,” presented to the New Jersey State Bar Association, April 18, 2011

Law School Faculty Member. Presented 2-hour session on Marketing Considerations for the New Lawyer, The Foundation of Marketing, and Developing a Marketing Plan for your Practice, Hamline Law School, March/April 2011.

CLE Presenter. Marketing your Law Practice in a Tight Economy: Developing an In-Depth Marketing Plan: Tips and Strategies for Lawyers, 2 hour CLE simulcast live to six locations in Ohio reaching 630 attorneys, March 7, 2011.

CLE Presenter. Getting and Keeping Great Clients, University of St. Thomas School of Law, March 3, 2011.

Presenter. Tips to Market your Services Business in a Tight Economy, Ingenuity Marketing Group, February 9, 2011.