Melissa R. Rogozinski (205) 873-1234

rogo@risingphoenix.guru

*Analytics * B2C * B2B * Branding * Business Consulting * Business Development * Business Owner * Consumer & Competitive Intelligence * Content Marketing * CRM * Email Marketing* Event Planning * Financial Strategy *Marketing Strategy * Podcasting * Product Development *Price Negotiating * Public Relations * Sales Trainer * Segment Marketing * Social Media * Strategic Planning * Team Leadership * Thought Leadership

EDUCATION UNIVERSITY OF ALABAMA AT BIRMINGHAM, Birmingham, AL, 2004 Bachelor of Arts Degree in Communication Management – Minor in Marketing; Worked full-time while attending school; G.P.A. 4.0 in major – 3.6 overall CALHOUN COMMUNITY COLLEGE, Decatur, AL, 1994 Associate of Applied Science Degree in Paralegal Technology; Worked full-time while attending school; G.P.A. 4.0

PROFESSIONAL EXPERIENCE

ESIRT LLC – Birmingham, AL Founder & President, February 2015 – Current ESIRT LLC manages ESI Roundtable and related licensing agreements, facilitating nationwide growth. ESI Roundtable LLC – Birmingham, AL Founder & President, February 2010 – September 2014 ESI Roundtable is a grassroots CLE organization that provides eDiscovery training and workshops with practical content and local networking. Our programs and resources are customized to the needs of legal professionals in the local communities where events are hosted. As a complement to our CLEs, our website contains links to best-of-breed curated resources as well as original resources, like our blog and Membership

Subscriptions (Litigation Forms & Presentations Libraries). ESI Roundtable has produced over 250 eDiscovery CLEs since 2008. ESI Roundtable is "eDiscovery for the Rest of Us!™" Operations

Research, write and regularly evaluate business plan

Work with attorneys to define, secure and protect intellectual property

Research, write and regularly evaluate Operations Handbook ©

Develop Advisory Board and conduct regular meetings

Research and pursue appropriate and beneficial business certifications

Stay current on news, topics and trends in related practice area, small business, entrepreneurship, human resources, compensation, marketing and management

Human Resources

Secure Panelists for each Community

Assist Panelists in development of educational programs

Interview, hire and manage licensees, contractors, employees and interns

Negotiate contracts, business plan and compensation for licensees, contractors and employees

Financial Planning

Research industry offering and pricing regarding similar services

Maintain documentation regarding service offering, benefits and pricing information of competitors

Develop, maintain and adjust financial model

Prepare monthly and annual financial projections

Research and design expansion plan

Research, implement and maintain best finance and accounting tools for small business (banking, credit, and accounting software)

Evaluate and manage expenses

Interface monthly with finance team to discuss financial model, monthly goals, projections, income and expenses and necessary adjustments

Marketing

Market/competitive research

Marketing Communications

Website Design, Development, Updates and Upkeep

Promotional materials

Email campaigns and automated follow-up workflows

Monthly newsletters

Blog articles

Social media master (LinkedIn, YouTube and Twitter)

Press releases

Pre- & post-workshop surveys

Podcasting

Plan and host educational events

Continuing Legal Education (60-minute, 90-minute, half & full-day workshops)

Complimentary webinars

Prepare and present with Bar Associations, law schools, paralegal schools and legal associations

Sales

Develop and implement business development strategy

Develop and implement sales process, workflows and training for program registration, sponsorships and membership sales

Utilize analytics to develop and refine marketing and sales follow-up processes

Design and implement tailored lead generation program

Build, maintain and utilize CRM for client maintenance and opportunity reporting Rising Phoenix Consulting LLC – Birmingham Founder & President, February 2015 – Current RPC consults with firms to develop customized marketing plans, business development objectives, targeted sales efforts and other operational strategies. We specialize in solopreneuers, start-ups and small businesses. MERRILL CORPORATION – St. Paul, MN (Central and North Alabama) Sr. Account Executive, Certified CLE Presenter, Certified LiveNote Trainer, June 2005 –

December 2011 Planned and prepared new sales and marketing strategy for each fiscal year based upon market knowledge and prediction of market needs. Prepared revenue potential and target reports. Developed strategic interview methods with prospects to determine and develop best product and service offerings. Trained clients on product usage and efficiencies. Pioneered and implemented ongoing training program for operational staff, sales and independent contractors on company product and service offerings and sales techniques. Recognized and assisted in recruiting new sales talent. Excellent track record of networking and developing relationships.

Sales team development and training

Orchestrated and led sales team on 3 national accounts, preparing corporate presentations and national pricing agreements.

Increased revenue from $1.9M to $2.5M by second year, a 30% increase.

Attained highest monthly revenue goal of 203% only fourteen months after hire date.

Responsible for bringing in 6 of the largest revenue generating projects, with a value of over $100,000 each.

Created and marketed the highly successful Birmingham ESI Roundtable CLE Series which includes a collaboration of local judges, attorneys and litigation support professionals.

Published in the March 2011 Birmingham Magazine issue for the creation and marketing efforts of the Birmingham ESI Roundtable.

Created highly successful monthly e-News & Recipe branding program.

Frequent guest speaker on sales, marketing and product knowledge at the University of Alabama at Birmingham School of Business, the University of Alabama School of Law, Thomas Goode Jones School of Law, Samford University, and ITT – Bessemer.

Developed strategic eDiscovery practice team business plans for two major law firms and one corporation.

Presented over 130 Continuing Legal Education (CLE) seminars to law firms, legal associations and corporations.

SPAIN & GILLON, LLC – Birmingham, AL Paralegal, 2004-2005 KEE & SELBY, LLP – Birmingham, AL Paralegal, 2002-2004 Communicated directly with clients; Researched and prepared reports and recommendations to clients prior to commencing litigation; Managed discovery phase of all assigned files; Scheduled appointments, due dates and court-ordered deadlines; Conducted legal and investigative research; Summarized depositions; Prepared Motions for Summary Judgment and related pleadings. SIROTE & PERMUTT, PC – Huntsville, AL & Birmingham, AL Legal Secretary, 1999-2001 LAMMONS BELL & RHODES – Huntsville, AL Legal Secretary, 1995-1997 AUFFENORDE & AUFFENORDE, PC – Huntsville, AL Paralegal, 1994-1995 Communicated directly with clients; Prepared letters and pleadings from dictation; Scheduled appointments, due dates and court-ordered deadlines; Prepared and managed subpoenas; Filed court documents; File organization and upkeep.

SPEAKING ENGAGEMENTS

George Washington University, “Paralegal Tech Talk” Birmingham Bench Bar Retreat, Technology Panel “Jump!” (How eDiscovery Changed My Career as a Paralegal), Women in eDiscovery “Empowering Paralegals”, ACEDS and ESI Roundtable Samford University, Paralegal Program, Guest Speaker University of Alabama, School of Law, eDiscovery Course Guest Speaker The Dannon Project (Volunteer), Social Media Etiquette, LinkedIn Profile Development

ARTICLES and PUBLICATIONS

ESI Roundtable Roundup, semi-monthly newsletter “Jesus, Football & eDiscovery,” May 2016 “ESI Roundtable Founder Nominated for ACEDS ‘eDiscovery Person of the Year’ Award,” April 2016 “Grassroots eDiscovery: A Community Comes Together,” March 2016 “Rising from the Ashes,” August 2015 “ESI Roundtable Expands to New York, Los Angeles and San Francisco,” Press Release, June 2015 “What is ESI Roundtable,” May 2015 “ESI Roundtable Listed in Alabama State Bar’s ’30 Best Practice Management Tips,’” March 2015 “eDiscovery Marketing: Chasing the White Rabbit,” March 2015 “When it Comes to Sponsorships and ROI, Small is the New Big,” March 2015 “The 12-Step Job Journey: A 12-Step Plan,” February 2015 “Have No Fear: Why We’re Still Afraid of eDiscovery,” January 2015 “EDiscovery, Big Data: A Marriage of Necessity,” Daily Report, an ALM Publication, July 2014 “Summary of the Sedona Conference Norman Report, Volumes 1-4,” ESI Roundtable LLC, May 2013 “Discovering New Rules: Electronically Stored Information Now Factors Into Litigation,” Birmingham Magazine, March 2011

TRAINING PROGRAMS

“Avoiding Malpractice in eDiscovery,” webinar

“Have No Fear,” webinar

“Zipping Through eDiscovery” ethics CLE

“Empowering Paralegals” webinar, hosted by ACEDs

“Sneak Peek” webinars

ESIRT staff and sponsor sales training

AWARDS & HONORS ACEDS eDiscovery Person of the Year, Nominee, 2016 Alabama Launchpad Grant Competition, Semi-Finalist, 2015 UAB, Graduated Cum Laude

Katherine Cramer Morgan academic scholarship

President’s List

Golden Key International Honor Society Calhoun Community College, Graduated with honor

President’s List

National Dean’s List

Phi Theta Kappa Honor Society