To Move Forward, You Must Look Within.
James A. Loeffler, CPA, CFE, Certified Six Sigma Black Belt
Jim has twenty-five years of financial, operational and information technology experience, which includes leadership roles with Ernst & Young LLP (EY), Campbell Soup Company and MBNA America (Bank of America). He founded LegalEye® in 2005 with the mission of helping businesses and the law firms that serve them reduce and control legal costs and the processes and risks that drive them. As a CPA, Jim has developed and implemented scalable data mining and analysis protocols, financial reporting structures and data visualization solutions that engage diverse groups of stakeholders. As a CFE, Jim has worked with law firms, financial institutions and the FBI on fraud investigations, and has significant experience in corporate and legal compliance. As a Certified Lean/Six Sigma Black Belt, Jim has successfully applied proven continuous improvement concepts, tools and methodologies to high-profile legal spend management, compliance and risk management initiatives. Jim is a frequent writer and speaker on legal spend management, law firm profitability, process improvement and risk management topics.
A graduate of John Carroll University with a double major in Accounting and Finance, Jim received a full-tuition scholarship from the University of Pittsburgh, where he earned his MBA. He is a member of the Pennsylvania Institute of Certified Public Accountants, the Association of Certified Fraud Examiners and the American Society for Quality. Jim is also deeply involved with the Claims and Litigation Management Alliance, where he currently serves on the Audit Committee, Insurance Fraud Committee and the Technology Committee. A former State Chair for Pennsylvania, Jim was previously a Co-Chair for the CLM’s Alternative Fee Arrangements Committee, where he co-authored the CLM AFA Roadmap.
He can be reached at jaloeffler@LegalEyeROI.com.
LegalEye® Advisory Board
Carl E. Hansen, CPA, CIA, CISA, CGMA, CCA
Carl advises LegalEye’s® Executive Team on strategy and a variety of business issues. A recognized leader the audit, asset protection and accounting fields for over 36 years, Carl is currently Manager of Internal Audit for K&L Gates LLP, a Top-Ten law firm with 48 offices. In addition to his extensive experience in the legal profession, Carl has also applied his expertise in the distribution, retail, manufacturing and not-for-profit industries. He has been the Chief Audit Executive or key leader at the following Fortune 500/national companies during his career: Wesco Distribution; KPMG; Borders Group; Builders Square; F.W. Woolworth Co (now Footlocker); Best Products Co; and Rose’s Stores (now Variety Wholesalers).
Carl has also been an active participant and board member of numerous professional organizations. He previously served as President of an Institute of Internal Auditors chapter, a board member of the National Retail Federation Audit & Loss Prevention Board, where he has addressed the national convention on various topics for the past fifteen years. He is currently Vice Chairman of the National Association of Construction Auditors, and member of the AICPA and IIA. He has spent many years teaching and instructing in auditing, business, and economics. Carl earned his BA and MBA at the University of Wisconsin.