2019 Solo and Small Firm Institute
Agenda
Agenda
DAY 1 – THURSDAY, SEPTEMBER 26, 2019
8:00am-10:00am - Conference and Exhibit Hall Setup
9:30am -10:00am - Coffee and Conference Registration (Coffee Service sponsored by DS Services and Conference Bags sponsored by LawPay)
10:00am-10:10am - Welcome and Institute Kickoff
State Bar Executive Director, Jeffrey R. Davis; Law Practice Management Program Advisory Committee Chair, Ronne G. Kaplan; and Program Chair and Law Practice Management Program Director, Natalie Robinson Kelly
10:10am-11:10am - PLENARY - A New Love Affair in Legal Service Delivery: Artificial Intelligence...Solo and Small Firm Lawyers' Secret Weapon? - Andrew Arruda, CEO, Ross Intelligence
11:15a-12:25pm - Lunch and Exhibit Hall Crawl
12:30pm-1:30pm - PLENARY - Attorney Wellness: Views from the Bench - The Hons. M. Yvette Miller, Sara L. Doyle, Carla Wong McMillian, and Ken Hodges, Moderator
1:35pm-2:35pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
3:20pm-4:20pm - Breakout Sessions
(Educational Tracks: Vendor Showcase and Attorney Wellness)
5:30pm-6:30pm - Networking Reception with Conference Prizes and Co-Hosted by Atlanta Legal Tech Group (Sponsored by MyCase)
DAY 2 – FRIDAY, SEPTEMBER 27, 2019
7:00am-8:00am - Conference Registration and Breakfast (Coffee Service sponsored by DS Services)
7:50am-8:00am - Greetings from the State Bar President - Darrell L. Sutton, 2019-2020 State Bar of Georgia President
8:00am-9:00am - PLENARY - Coffee & Professionalism: A Chat with the Chief Justice's Commission on Professionalism - The Hon. Brian Rickman, T. Matthew Mashburn, Jennifer C. Mock, Karen Brown Williams and Karlise Y. Grier, Moderator
9:00am-9:25am - Exhibit Hall Break (Sponsored by Omni Legal)
9:25am-10:25am - Breakout Sessions and Small Law Firm Retreat Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
1:20pm-2:20pm - Breakout Sessions and Small Law Firm Retreat Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
*Session is suitable for TILPP additional CLE hours.
8:00am-10:00am - Conference and Exhibit Hall Setup
9:30am -10:00am - Coffee and Conference Registration (Coffee Service sponsored by DS Services and Conference Bags sponsored by LawPay)
10:00am-10:10am - Welcome and Institute Kickoff
State Bar Executive Director, Jeffrey R. Davis; Law Practice Management Program Advisory Committee Chair, Ronne G. Kaplan; and Program Chair and Law Practice Management Program Director, Natalie Robinson Kelly
10:10am-11:10am - PLENARY - A New Love Affair in Legal Service Delivery: Artificial Intelligence...Solo and Small Firm Lawyers' Secret Weapon? - Andrew Arruda, CEO, Ross Intelligence
11:15a-12:25pm - Lunch and Exhibit Hall Crawl
12:30pm-1:30pm - PLENARY - Attorney Wellness: Views from the Bench - The Hons. M. Yvette Miller, Sara L. Doyle, Carla Wong McMillian, and Ken Hodges, Moderator
1:35pm-2:35pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
- Don't Let Your Money Fly Away! Thorny HR Issues for Solo and Small Firms* – Tennille Hoover
- Redaction and Other Digital Document Management Know How and Must-Haves – Nancy Duhon
- ShowBiz Law: Everything You Need to Know – James L. Walker, Jr.
- Attorney Wellness: Views Before the Bench…and After - Todd Stanton, Hon. Shondeana Morris, Lynn Garson, Eric Lang, and Sam Skelton
- Matrimonial Mediation: Handling Divorce Cases with Mediation – Randy Kessler
- Business Challenges for the Small Town Lawyer* – José Guzman
- Vendor Showcase Session #1 – CosmoLex - 5 Reasons Lawyers Make Bad Business Owners — And How Technology Can Help You Be Better - Erica Birstler
- How to Use the State Bar Website and Other Resources* – Kim Henry
3:20pm-4:20pm - Breakout Sessions
(Educational Tracks: Vendor Showcase and Attorney Wellness)
- Vendor Showcase Sessions #2-#10
- Showcase #2 - The RayNa Corporation - Turn Back Time: A Time Management Tech Tour - Lori Gonzalez
- Showcase #3 - AngelDown Legal Video Services - The Power of Legal Video: Depositions, Demonstrations, and Deliverables - Ben Jones
- Showcase #4 - PeachCourt - eFiling Best Practices in Georgia's State and Superior Courts - Jay Bland
- Showcase #5 - Omni Legal - Artificial Intelligence: Is It Finally Ready for Legal Practice? - Sherry Askin
- Showcase #6 - Abacus Advisors - Starting and Managing Your Practice as a Small Business - Charlie Feehan and John Guzowski
- Showcase #7 - RocketLevel - Legal Marketing: How to Align Your Marketing with Your Client’s Journey - Vu Hoang
- Showcase #8 - SynerG Law Complex - The Lost Art of Mentorship: How to Find a Good Mentor, How to Be a Good Mentor, and Why It Matters - Jason Graham
- Showcase #9 - LawClerk - Outsourcing 101: How to Ethically Grow Your Firm (and Your Profits) with Freelance Lawyers - Kristin Tyler
- Showcase #10 - PwC - Getting Your House in Order, the First Ingredient of Growth - T.C. Whittaker
- Grace Under Pressure Part I: 10 Tips to Combat Stress in Practice - Danielle Berry and Tara Simkins
5:30pm-6:30pm - Networking Reception with Conference Prizes and Co-Hosted by Atlanta Legal Tech Group (Sponsored by MyCase)
DAY 2 – FRIDAY, SEPTEMBER 27, 2019
7:00am-8:00am - Conference Registration and Breakfast (Coffee Service sponsored by DS Services)
7:50am-8:00am - Greetings from the State Bar President - Darrell L. Sutton, 2019-2020 State Bar of Georgia President
8:00am-9:00am - PLENARY - Coffee & Professionalism: A Chat with the Chief Justice's Commission on Professionalism - The Hon. Brian Rickman, T. Matthew Mashburn, Jennifer C. Mock, Karen Brown Williams and Karlise Y. Grier, Moderator
9:00am-9:25am - Exhibit Hall Break (Sponsored by Omni Legal)
9:25am-10:25am - Breakout Sessions and Small Law Firm Retreat Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
- Malpractice Prevention in the Small Law Firm* – Warren Hinds and Megan Zavieh
- Creating a “Lean” Practice: Process and Mapping Techniques for Solos and Small Firms* – Micah Ascano
- Estate Planning Update – Thua Barlay
- Mental Health and the Practice of Law - Eric Lang
- How to Secure Small Firm Tech on the Cloud and Off*– Lamont Burwell
- From Start Up to Thriving: Strategies for Small Firm Success* – Travis Townsend
- Vendor Showcase Session #11 - Smith.ai - Are You Lawyering or Laboring: 7 Steps to Reduce Interruptions & Chores for a Highly Productive Law Firm - Maddy Martin
- Building Your CloudLawyers Profile and Online Marketing Tips - Yael Boloker
- Workshop Session #1 - Operations Assessment – A Review of Your Firm’s Mission, Systems, Procedures and Problems - Facilitator(s): Mickey Kicklighter and Mandy Hargrove
- Staff Learning Session #1 - Law Office Confidentiality
- Adopting Legal Technology as a Competency - Robert Ambrogi
- Creating Subscription-Based Practices - Kimberly Bennett
- What Building and Marketing Tech in the Legal Community Taught Me about How to Run a Law Firm - Jennifer Downs
- Addressing Ethics, Tech and the New Business Models for Georgia's Lawyers - Paula Frederick
- Creating the Bold New Practice with Automation - Erin Gerstenzang
1:20pm-2:20pm - Breakout Sessions and Small Law Firm Retreat Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
- Managing a Big Trial in a Small Firm Practice - J. Wickliffe Cauthorn (General Practice & Trial Section Presenter)
- Tools for Online Legal Research - Kris Niedringhaus and Carol Watson
- 25 Hacks to Opening a Lucrative Contract Law Practice* – Yolanda Favors
- Joy and Resilience in the Practice* - Robb Bingham, Brett Campbell and Paul Knowlton
- How to Avoid a Bar Complaint* – Leigh Burgess
- Succeeding at Transitioning to Solo Practice* – Gwendolyn Walker
- Vendor Showcase Session #12 - RyTech, LLC - Demystifying Digital Marketing: Navigating Legal Marketing with High ROI - Steve Ryan
- Legal Tech Tips Live* – Natalie Kelly and Mike Monahan
- Workshop Session #2 - Equipping Your Practice - Building Your Firm's Tech Toolbox, Budget and Procedures – Facilitators: David Moon and Nancy Duhon
- Staff Learning Session #2 - Dealing with Difficult Clients and Co-Workers and the Stress They Cause
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
- Legal Ethics of Cyber- and Data Security: Safe Harbors Are for Luddites – Rick Alembik
- Microsoft Word Power Hour – Ben Schorr (via Skype)
- Immigration Practice Update: Everything You Need to Know Now - Bob Beer
- Empathy and Emotional Intelligence in the Practice* - Robb Bingham, Brett Campbell and Paul Knowlton
- How to Get Started in Bankruptcy Practice* - Kenya Green
- Succeeding at Digital Marketing: Small Law Firm, Big Impact* - Megan Hodgkiss
- Vendor Showcase Session #13 - Clio - Law Firm Automation 101 - Nefra MacDonald
- iPad and iPhone Tips and Tricks* - Brett Burney (via Skype)
- Workshop Session #3: Working on the Inside – Creating Effective and Ethical Law Office Policies and Procedures - Facilitator(s): Jim Lewis
- Staff Learning Session #3 - Civil Litigation for Support Staff
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, How To, Solo Small Success, Vendor Showcase and Hands-On Tech)
- Proper Trust Accounting: It’s More Than Just Keeping Bank Statements* – Natalie Kelly
- Super Cool Microsoft Excel Tips from Beginner to Advanced *- Chris “Smitty” Smith (via Skype)
- Liar, Liar: Body Language Tells in Mediation - Lee Tarte Wallace
- Grace Under Pressure Part II: 10 More Tips to Combat Stress in the Practice* - Danielle Berry and Tara Simkins
- How to Outfit Your Small Law Practice Start to Finish: Tools and Hardware for Your Firm* - David Moon
- Starting a Successful Practice: Lessons from Georgia’s Incubator Program* - Michelle Namer, Greg Clement, Charis Dorsey, Esther Graff-Radford and JoAnna Smith, Moderator
- Vendor Showcase Session #14 - Case Status - Why Amazon Tracks Net Promoter Score; And Your Firm Should Too - Lauren Sturdivant
- Fastcase for Georgia Lawyers* - Swalitha Richardson
- Workshop Session #4: Marketing for Your Firm’s Ideal Clients and Planning Your Firm's Future - Facilitator(s): Ruthann Lacey and Jonathan Hawkins
- Staff Learning Session #4 - Successful Time Management Strategies for Support Staff
*Session is suitable for TILPP additional CLE hours.
