TAKE CHARGE! 2019
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Due to COVID-19, Reformatted Programs to be offered in Fall 2020!
​Stay Tuned for Details!
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)
  • 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
2:40pm-3:15pm - Exhibit Hall Break (Sponsored by Casetext)
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
 4:25pm-5:25pm - PLENARY - 60 Hot Tips, Sites, Gadgets and Ideas in 60 Minutes* -  Bob Ambrogi, Andrew Arruda, Kimberly Bennett, Jennifer Downs, Erin Gerstenzang and Natalie Kelly
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
SMALL LAW FIRM RETREAT SESSIONS
  • 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
 ​10:30am-12:30pm - PLENARY - Hot-Button Issues for the Coolest Law Practice of the Future:  Top Influencers Discuss Key Issues for Solos and Small Firms (Ted-Talks with an Audience Q&A Town Hall)
  •  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
12:35pm-1:20pm - Exhibitors' Farewell Lunch and Final Conference Prizes
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
SMALL LAW FIRM RETREAT SESSIONS
  • 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
 2:25pm-3:25pm - 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)
  • 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) 
SMALL LAW FIRM RETREAT SESSIONS
  • 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
 3:30pm-4:30pm - 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)
  • 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
SMALL LAW FIRM RETREAT SESSIONS
  • 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
 4:35pm-4:45pm - PLENARY - Institute Wrap Up - Law Practice Management Program Staff

*Session is suitable for TILPP additional CLE hours. 
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  • Home
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  • AGENDA
    • Agenda
    • Agenda - Grid
    • "Small Law" Firm Retreat
    • Sessions by Track
  • About