The staff at Case Works forms a team that is setting the standard in litigation support services
The Case Works leadership team shares a common passion for empowering law firms as they seek justice for clients who have been injured.
Their collective experience spans medicine, technology, law, finance, operations and many other areas. Together, they form a team that is setting the standard in litigation support services.
FOUNDER AND CHAIR
Susan Barfield is the Founder and Chair of the Board at Case Works. Susan has an extensive career in nursing and operations.
Prior to Case Works, Susan was Vice President of Clinical Operations for a national medical startup. The fast paced, high demanding environment of a start-up company taught Susan that in order to consistently excel and be a key company resource, she had to pilot new business practices, drive operations across a multi-disciplined organization, be result-oriented, identify trends and opportunities for strategic growth, and leverage expertise and resources across the business environment to effectively lead and direct teams. She was a proven problem solver who simplified complex problems into executable business solutions with measurable outcomes.
Susan holds a Bachelor’s of Science degree in Nursing from the University of Texas at Austin.
Susan was nominated in Austin Business Journal for the 2019 & 2021 Profiles in Power, Central Texas Women of Influence Award and Best CEO.
When Susan is not working, you will find her with Ken at their lake house listening to music on their boat.
CHIEF EXECUTIVE OFFICER
Kim is a repeat successful operating executive with a broad track record rapidly scaling tech-enabled service firms through organic growth and M&A.
He is Founder of Longitude Partners, retained executive search consultants for the specialty finance and fintech sectors. He is also Operating Partner for C9 Partners and was previously CEO and Operating Partner for Vector Capital’s specialty finance portfolio companies growing enterprise value by over 150%.
In 2017, he helped found and was CEO of iVita Financial, a PE sponsored fintech patient finance provider. Kim has served in additional executive assignments at CL Verify, IDT Financial Services, FIS and Deluxe Corp where he led the IPO of eFunds creating $1.2B in shareholder value.
Kim’s Board and Advisor service includes Money 20/20, the Third Party Payments Processor Association, Essential Lending, Tuo Credit Builder, Online Lenders Alliance, Caliber Financial Services and others. He is also an AKC Pointing Breeds Hunt Test judge and spends his rare free time on horseback in the bird fields from Pennsylvania to Florida.
CHIEF OPERATIONS & TECHNOLOGY OFFICER
Ken has spent parts of three decades in the Technology Industry with 20+ years leading multifaceted global engineering, quality, project management and operations teams.
Ken has previously worked as the VP of World Wide Operations for a Technology Company. He left the Tech Industry and joined his wife Susan to help her grow Case Works. He enjoys analyzing and solving problems and using technology to make Case Works efficient.
At Case Works he wears many hats – creating financial reports, running analytics, reporting, evaluating technology, to running the Client Operations and Case Operations teams to ensure our Clients are delighted by our results.
He enjoys climbing mountains, listening to music, eating great food, and enjoying time on the lake with his wife, Susan, their kids and their Golden Doodle, Berkley.
Ben is Director with BCI, one of Canada’s largest investment management firms where he oversees investments in financial services, technology and private equity.
He is a Founding Partner of C9 Partners LLC, a private investment firm; Chairman of C9 PROVE Holdings, LLC, a healthcare financing and complex claims management business; Special Advisor to BGenerous, a financial technology platform that powers solutions for nonprofits and donors; and Co-Chair of the Northwestern Pritzker School of Law Alumni Chapter for Southern California.
Previously, Ben was a Vice President with Lovell Minnick Partners, a private equity firm focused on the financial services sector. Prior to Northwestern, Ben was an Associate at Century Equity Partners, a private equity firm focused on the financial and healthcare sectors; and prior to that, he was a Senior Analyst at Raymond James. In addition to receiving his MBA and JD degrees from Northwestern, Ben also received his BS in Economics and Finance, Magna Cum Laude, from Boston College. He enjoys traveling, snowboarding, weight lifting, and spending quality time with his wife, Melanie, and their dog, Morty.
CHIEF FINANCIAL OFFICER
Dan is a seasoned finance leader with over 15 years of experience in finance, management consulting, and business operations. Dan has held leadership roles at Red Ventures, Bankrate, Accenture and Deloitte. In 2017, he was a member of team that sold Bankrate to Red Ventures for $1.4B.
He is an advisor to several tech-enabled and marketplace businesses, ranging from early stage startups to scaleup companies. He assists growing companies with raising capital, professionalizing their finance function, and executing their business strategy.
Dan holds an MBA from New York University’s Stern School of Business and a BS in Engineering from The Pennsylvania State University. Dan resides in New Jersey with his wife and son. In his spare time, he can be found running or playing sports with friends.
DIRECTOR, CASE OPERATIONS
Allyson brings to bear the deep management and leadership experience from numerous prior assignments including start-up and early-stage firms such as ClosedLoop.ai. In her role as Director, Case Operations, she leverages her hands-on experience in marketing, sales, planning, execution, research and development, recruiting, learning and development, account management, fundraising, and financial reporting.
Allyson thrives in high-energy, fast-paced environments, where change is not only inevitable but also welcomed. She excels in adding leadership and clarity in environments where each day brings a new challenge, and creativity and innovation are at the forefront of every decision.
An avid pickleball player, she admits to being hooked on the game and enjoys continuing to fail at learning to be a home baker.
DIRECTOR, PEOPLE AND CULTURE
She brings to Case Works finely honed abilities in talent acquisition, employee relations, operations management, post-merger integration, and business expansion and growth. As an accomplished professional, Jamie’s expertise lies in developing and executing HR strategies and business initiatives that increase business growth, improve team morale, and promote company values.
Through years of experience, Jamie has become adept at establishing and maintaining a collaborative, highly engaged culture along with creating organizational design and long-range growth plans for optimizing employees’ experience and productivity.
Jamie holds a BA in Economics from University of Washington, and a PHR certification from HRCI. She is a member of the Board of Directors for Washington DECA.
DIRECTOR, TECHNOLOGY AND ANALYTICS OPERATIONS
Prior to joining Case Works, Dennis managed multidisciplinary teams in the Conduent Technology Innovation and Xerox PARC/XIG groups developing data science and analytics platforms from ideation to product. He is a named co-inventor on patents stemming from that work.
Now, he is focused on incubating the next talented engineers and delivering strategic business value through technology. His team is working on developing the products and platforms for establishing a core technology foundation and creating market differentiators for Case Works.
Dennis has a Master of Science in Engineering from University of Texas and a Master of Science in Statistics from Texas A&M. Outside of work, he tries to survive the raising of his three young daughters.