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
10:00am-10:10am - Welcome and Institute Kickoff
Program Chair and Law Practice Management Program Director, Natalie Robinson Kelly; Law Practice Management Program Advisory Committee Chair; and State Bar Executive Director, Jeff Davis
10:10am-11:10am - PLENARY: A New Love Affair in Legal Service Delivery: Artificial Intelligence...Solo and Small Firm Lawyers' Secret Weapon? - Andrew Arruda
11:15a-12:25pm - Lunch and Exhibit Hall Crawl
12:30pm-1:30pm - PLENARY: Attorney Wellness: Views from the Bench - The Hons. Stephen "Steve" S. Goss, M. Yvette Miller, Elizabeth Gobeil, Sara L. Doyle and Carla Wong McMillian with Moderator, Hon. Ken Hodges
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
DAY 2 – FRIDAY, SEPTEMBER 27, 2019
7:00am-8:00am - Conference Registration and Breakfast
7:50am-8:00am - Greetings from the State Bar President - Darrell L. Sutton, 2019-2020 President
8:00am-9:00am - PLENARY: Coffee & Professionalism: A Chat with the Chief Justice's Commission on Professionalism - Panelists - TBD and Karlise Y. Grier, Moderator
9:00am-9:25am - Exhibit Hall Break
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
10:00am-10:10am - Welcome and Institute Kickoff
Program Chair and Law Practice Management Program Director, Natalie Robinson Kelly; Law Practice Management Program Advisory Committee Chair; and State Bar Executive Director, Jeff Davis
10:10am-11:10am - PLENARY: A New Love Affair in Legal Service Delivery: Artificial Intelligence...Solo and Small Firm Lawyers' Secret Weapon? - Andrew Arruda
11:15a-12:25pm - Lunch and Exhibit Hall Crawl
12:30pm-1:30pm - PLENARY: Attorney Wellness: Views from the Bench - The Hons. Stephen "Steve" S. Goss, M. Yvette Miller, Elizabeth Gobeil, Sara L. Doyle and Carla Wong McMillian with Moderator, Hon. Ken Hodges
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 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
- How to Secure Small Firm Tech on the Cloud and Off*– Lamont Burwell
- Business Challenges for the Small Town Lawyer* – José Guzman
- Vendor Showcase Session #1 – TBD
- How to Use the State Bar Website and Other Resources* – Sarah Coole
3:20pm-4:20pm - Breakout Sessions
(Educational Tracks: Vendor Showcase and Attorney Wellness)
- Vendor Showcase Sessions #2-#10
- Grace Under Pressure Part I: 10 Tips to Combat Stress in Practice - Danielle Berry and Tara Simkins
5:30pm-6:30pm - Networking Reception
DAY 2 – FRIDAY, SEPTEMBER 27, 2019
7:00am-8:00am - Conference Registration and Breakfast
7:50am-8:00am - Greetings from the State Bar President - Darrell L. Sutton, 2019-2020 President
8:00am-9:00am - PLENARY: Coffee & Professionalism: A Chat with the Chief Justice's Commission on Professionalism - Panelists - TBD and Karlise Y. Grier, Moderator
9:00am-9:25am - Exhibit Hall Break
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
- Matrimonial Mediation: Handling Divorce Cases with Mediation – Randy Kessler (Invited)
- From Start Up to Thriving: Strategies for Small Firm Success* – Travis Townsend
- Vendor Showcase Session #11
- 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)
- Law School Library Tech: Tools for Online Legal Research and More - 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* – Gwen Walker
- Vendor Showcase Session #12
- 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)
- Ethics and Professionalism Concerns in Protecting Client Data – 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
- 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 and Tamika Sykes
- 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* - Panelists - TBD and JoAnna Smith, Moderator
- Vendor Showcase Session #14
- Fastcase for Georgia Lawyers* - Fastcase Representative - TBD
- Workshop Session #4: Marketing for Your Firm’s Ideal Clients and Planning Your Firm's Future - Facilitator(s): Ruth Ann Lacey and Jonathan Hawkins
- Staff Learning Session #4 - Successful Time Management Strategies for Support Staff
*Session is suitable for TILPP additional CLE hours.
