2018 Solo and Small Firm Institute - Conference Agenda

DAY 1 – FRIDAY, SEPTEMBER 28, 2018
7:00am -7:35am
CONTINENTAL BREAKFAST
Sponsored by Omni Software Systems, Inc.

7:45am-8:00am
GREETINGS AND INSTITUTE OVERVIEW
State Bar Immediate Past President, Brian D. "Buck" Rogers and Law Practice Management Program Advisory Committee Chair, Kathleen Womack

EDUCATIONAL SESSIONS
8:00am- 9:00am
PLENARY: Wellness Starts with You* - State Bar Attorney Wellness Committee - Panelists:  Danielle Berry, LaKeisha Randall, Melody Richardson,  Todd Stanton, The Hon. Shondeana Morris - Moderator
(“Recharge” Wellness Retreat activities are planned throughout the Institute.  Visit the Health and Wellness Fair from 9:00am to 5:00pm in Room SB1.)

9:05am- 10:05am
BREAKOUT SESSIONS:
  • Cybersecurity Roundtable - Chip Trefry and Scott Reid
  • Ethics and Law Office Technology: Where Worlds Collide* - Megan Zavieh
  • How to Properly E-File in Federal Court - Amy Nerenberg and Sheila Welten
  • Matrimonial Mediation: Handling Divorce Cases with Mediation - Randy Kessler
  • Professionalism for Modern Law Offices* – Karlise Y. Grier
  • Handling Complex Civil Litigation - Darren W. Penn
  • Building Your Profile with CloudLawyers* – Yael Boloker
  • Vendor Showcase Session #1 - The Power of Legal Video: Depositions, Demonstrations, and Deliverables - Ben Jones
  • Wellness Activities #1 & #2:  Suicide Prevention - American Foundation for Suicide Prevention  (9:05am-9:35am and 9:40am-10:10am) - Stuart Winborne, LCSW

​10:10am-11:10am
PLENARY: Practice Everywhere: Mobile Lawyering Techniques - Brett Burney
  • “Recharge” Wellness Retreat Activity #3 - Mindfulness in Law: A Path to Lawyer Well-Being + Workshop (10:10am - 11:25am) - Charity Scott

​11:15am-12:30pm
LUNCH AND EXHIBIT HALL BREAK
Sponsored by CaseFleet

11:30am-12:30pm
VENDOR SHOWCASE SESSIONS and "RECHARGE" WELLNESS RETREAT ACTIVITY:
  • Vendor Showcase Session #2 - Ten Do's & Don'ts of Trust Accounting for Solo and Small Law Firms - Erica Birstler
  • Vendor Showcase Session #3 - Yes, AI is Here. What Should I Do Next? - Sherry Askin and Martin Anquez
  • Vendor Showcase Session #4 - Building Relationships That Can Take Your Firm to the Next Level - Jason W. Graham
  • Vendor Showcase Session #5 - Why Your Business Value Matters - Don E. Weitzel
  • Vendor Showcase Session #6 - “Inspect What You Expect” Using Your Case Management System to Set Goals and Track Your Firm’s Progress - Jay Merjuste and Sean Webber​
  • “Recharge” Wellness Retreat Activity #4 - Becoming the Happy Warrior: Science-Based Strategies to Enhance Attorney Well-Being - Stacey Dougan

​12:35pm-1:35pm
BREAKOUT SESSIONS
  • Managing E-Discovery in Small Law Offices - Brett Burney
  • Automating Your Practice and Creating Alternative Revenue Streams* – Kimberly Y. Bennett
  • How to Navigate the New Tax Law Landscape – Murray Saylor
  • Entertainment Law: What Success Looks Like – James L. Walker, Jr.
  • How to Use Operational Reviews to Craft Small Firm Success – Alvaro Arauz
  • Success Chronicles- Volume I – Tiffany Simmons
  • Using the State Bar’s Website* – Sarah Coole
  • Vendor Showcase Session #7 - Mandatory eFiling in Georgia Superior and State Courts - Jay Bland
  • “Recharge” Wellness Retreat Activity #5 - Mindfulness Workshop (12:35pm - 1:05pm) - Charity Scott

1:40pm-2:40pm
PLENARY: Solo Small Firm Magic – Rochelle Washington

2:45pm-3:30pm
EXHIBIT HALL BREAK
Sponsored by MyCase
  • “Recharge” Wellness Retreat Activity #6 - Workplace Workout Demonstration - YMCA of Metro Atlanta, Brittney Greenwood
 
3:30pm-4:30pm
PLENARY: Getting It Done: Productivity for the Entire Firm – Andrea Cannavina
  • “Recharge” Wellness Retreat Activity #7 - Mindfulness Workshop (3:30pm - 4:00pm) - Charity Scott

4:35pm-5:35pm
BREAKOUT SESSIONS
  • New Models for Access to Justice* – Mike Monahan and Sarah Babcock
  • All the Tech You Need for Efficiency in a Small Law Office* – Steve Best
  • How to Streamline Your DUI and Criminal Case Work- Erin Gerstenzang
  • Civil Rights Law: Updates and Issues – Tiffany Roberts
  • Law Office Ethics: Questions Asked and Answered – Bill NeSmith
  • Success Chronicles- Vol. II – Sharri Edenfield
  • Setting Up and Leveraging Office 365 Tools – Ben Schorr (via Skype)
  • Vendor Showcase Session #8 - How to Generate & Capture Web Leads for Your Law Practice: Affordable Strategies for Solo & Small-Firm Attorneys - Maddy Martin and Nalini Prasad

5:40pm-6:40pm
PLENARY: 60 Tips, Apps, Sites and Gadgets in 60 Minutes – Brett Burney, Andrea Cannavina, Natalie Kelly and Rochelle Washington

6:45pm-7:30pm
NETWORKING RECEPTION
Sponsored by ARAG and in conjunction with Atlanta Legal Tech Meetup

DAY 2 – SATURDAY, SEPTEMBER 29, 2018
8:30am-9:15am
BREAKFAST AND PRIZES WITH EXHIBITORS AND SUPPORTERS

9:15am-10:15am
BREAKOUT SESSIONS
  • Going Paperless: Updating Procedures and Fine-Tuning Your Workflow – Nancy Duhon
  • Selecting Effective Time and Billing Systems* – Rochelle Washington
  • How to Find What You Need: Legal Research Methodology for Small Firm Lawyers – Maureen Cahill
  • Immigration Law Update – Tracie Klinke
  • Take Charge of Your Firm for Higher Profits and Efficiency*- Shanna Pothier
  • Navigating Small Firm Challenges – Claude Kicklighter, Jr.
  • Basic Fastcase Training – Swalitha Richardson
  • Vendor Showcase Session #9 - Do It Yourself Marketing: 10 Things to Stop & Start Doing - Conrad Saam
  • “Recharge” Wellness Retreat Activities #8 and #9 - Meditation and Its Benefits (9:15am - 9:45am);  Break (9:45am - 10:00am); Meditation and Its Benefits - Repeat Session (10:00am - 10:30am) - Joe Hardy

​10:20am-11:20am
BREAKOUT SESSIONS
  • Solo and Small Firm Score Card: Is Your Solo or Small Firm Structured to Succeed? – Stephanie Everett
  • Online Marketing, Social Media and Websites for Small Firms* – Andrea Cannavina
  • How to Develop an Estate Planning Practice* – Thua Barlay
  • Secrets of Mediation – Lee Tarte Wallace
  • Strategic Planning for Solo and Small Firms* – Travis Townsend, Jr.
  • Drafting Your Next Chapter: Succession Planning for Solos and Small Firms – Natalie Kelly
  • Advanced Fastcase Training – Swalitha Richardson
  • Vendor Showcase Session #10 - The Future of Legal Marketing: The #1 Thing Your Law Firm Must Do to Be Relevant, Top of Mind and Thrive - David Ward
  • “Recharge” Wellness Retreat Activity #10 -  Break (10:30am - 10:45am); Meditation and Its Benefits - Repeat Session (10:45am - 11:15am) - Joe Hardy
​
11:20am-11:30am
COFFEE/TEA BREAK

11:30am-12:30pm
PLENARY: Professionalism for Solo and Small Firms – Chief Justice’s Commission on Professionalism - The Hon. J. Antonio DelCampo, William (Bill) C. Gentry, Jennifer C. Mock, Tabitha Ponder, Karlise Y. Grier - Moderator

12:30pm-12:45pm
INSTITUTE WRAP UP

*Session suitable for TILPP additional CLE hours