2022 Take Charge! Solo & Small Firm Conference
The Revival!
The Revival!
DAY 1 – THURSDAY, SEPTEMBER 22, 2022
8:00am-10:00am - Conference and Exhibit Hall Setup
9:30am -10:00am - Coffee and Conference Registration (Conference Bags sponsored by LawPay)
10:00am-10:10am - Welcome and Institute Kickoff
State Bar Executive Director, Damon Elmore, Law Practice Management Program Advisory Committee and Program Chair and Law Practice Management Program Director, Nkoyo-Ene R. Effiong
10:10am-11:10am - PLENARY - Attorney Wellness: Resilience Training: Performance & Interpersonal Management Skills for a Better Practice and a Better Life, Claude E. Ducloux
11:15a-12:25pm - Lunch and Exhibit Hall Crawl (Sponsored by Clio) - Meet our exhibitors and see what's new in legal tech, practice management and more. Get your bingo card stamped to win one of the many prizes they sponsor.
12:30pm-1:30pm - PLENARY - Technology & Security: Cybersecurity for Real People and Lawyers, Ben M. Schorr
1:35pm-2:35pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
2:40pm-3:15pm - Exhibit Hall Break - This is the time to find solutions for your practice; automation, marketing, trust accounting, client acquisition to name a few. Don't be shy, find out what's new.
3:20pm-4:20pm - Breakout Sessions
(Educational Tracks: Vendor Showcase and Attorney Wellness)
4:25pm-5:25pm - PLENARY - 60 Hot Tips, Sites, Gadgets and Ideas in 60 Minutes* - Natalie Kelly, Aaron Fritz, Ben Schorr, Temi Siyanbade
5:30pm-6:30pm - Networking Open Bar Reception- presented by Chef Louie (Sponsored by Clio)
DAY 2 – FRIDAY, SEPTEMBER 23, 2022
7:00am-8:00am - Conference Registration and Breakfast (Friday Morning Breakfast Sponsored by Practice Panther)
7:50am-8:00am - Greetings from Conference Chair, Nkoyo Effiong
8:00am-9:00am - PLENARY - A Chat with the Chief Justice's Commission on Professionalism - Karlise Y. Grier, Moderator
9:00am-9:25am - Exhibit Hall Break - Take advantage of the collective wisdom represented in the Exhibit Hall & get your bingo card stamped to be a winner!
9:25am-10:25am - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
10:30am-12:00pm - PLENARY - Reregulation & the Future of the Law Panel - Paula Fredrick, Lori Gonzalez, Kimberly Y. Bennett,
Erin Gerstenzang
12:05-12:35 SmartBars presented by
12:35pm-1:20pm - Exhibitors' Farewell Lunch and Conference Prizes (Sponsored by Cosmolex & Rocket Matter)
1:20pm-2:20pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
2:25pm-3:25pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
3:30pm-4:30pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
4:35pm-4:45pm - PLENARY - Institute Wrap Up - Law Practice Management Program Staff
8:00am-10:00am - Conference and Exhibit Hall Setup
9:30am -10:00am - Coffee and Conference Registration (Conference Bags sponsored by LawPay)
10:00am-10:10am - Welcome and Institute Kickoff
State Bar Executive Director, Damon Elmore, Law Practice Management Program Advisory Committee and Program Chair and Law Practice Management Program Director, Nkoyo-Ene R. Effiong
10:10am-11:10am - PLENARY - Attorney Wellness: Resilience Training: Performance & Interpersonal Management Skills for a Better Practice and a Better Life, Claude E. Ducloux
11:15a-12:25pm - Lunch and Exhibit Hall Crawl (Sponsored by Clio) - Meet our exhibitors and see what's new in legal tech, practice management and more. Get your bingo card stamped to win one of the many prizes they sponsor.
12:30pm-1:30pm - PLENARY - Technology & Security: Cybersecurity for Real People and Lawyers, Ben M. Schorr
1:35pm-2:35pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
- Preparing for Trial as a Solo Attorney: Your Message, Elements of Proof, and Organizing Your Presentation - Claude E. Ducloux
- I'm Marketing My Firm... Why Isn't It Working? - Emily Wiegart
- Law Firm Personnel: Practical and Legal Considerations - Jamala McFadden
- Creating Effective Boundaries to Improve Your Life and Practice - Jenn Deal
- Taxes: How to Handle Them, So You Don’t Have Problems - Jason Wiggam
2:40pm-3:15pm - Exhibit Hall Break - This is the time to find solutions for your practice; automation, marketing, trust accounting, client acquisition to name a few. Don't be shy, find out what's new.
3:20pm-4:20pm - Breakout Sessions
(Educational Tracks: Vendor Showcase and Attorney Wellness)
- Showbiz Law: Everything You Need to Know - James L. Walker, Jr.
- Turning Your Tech Stack into a Solution Stack - Lori Gonzalez
- Exhibitor Showcase Sessions #1-#4
- Showcase #1 - SynerG Law Complex - Overhead Management & Consolidation- Jason W. Graham, Esq.
Showcase #2 - Smokeball - How to Improve Efficiency and Productivity to Grow Your Law Firm - Jordan Turk, Esq. - Showcase #3 - WSI Biggs - Grow your Firm with Automated Reviews - Kelley Biggs
- Showcase #4 - Rocket Matter - Kanban Boards - What are they and why should you use them? - Sandy Sokolin
- Showcase #1 - SynerG Law Complex - Overhead Management & Consolidation- Jason W. Graham, Esq.
4:25pm-5:25pm - PLENARY - 60 Hot Tips, Sites, Gadgets and Ideas in 60 Minutes* - Natalie Kelly, Aaron Fritz, Ben Schorr, Temi Siyanbade
5:30pm-6:30pm - Networking Open Bar Reception- presented by Chef Louie (Sponsored by Clio)
DAY 2 – FRIDAY, SEPTEMBER 23, 2022
7:00am-8:00am - Conference Registration and Breakfast (Friday Morning Breakfast Sponsored by Practice Panther)
7:50am-8:00am - Greetings from Conference Chair, Nkoyo Effiong
8:00am-9:00am - PLENARY - A Chat with the Chief Justice's Commission on Professionalism - Karlise Y. Grier, Moderator
9:00am-9:25am - Exhibit Hall Break - Take advantage of the collective wisdom represented in the Exhibit Hall & get your bingo card stamped to be a winner!
9:25am-10:25am - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
- Securing Microsoft 365 - Ben M. Schorr
- Documents, Simplified: Using Document Management to Enable Success with Less Stress - Aaron Fritz
- All Eyes on You: How Lawyers Can Use Video to Amplify Their Reach - Temi Siyanbade
- Hearsay: What It Is and What It Isn't - Alex Merritt
- Master Your Money: Strategies to Manage Your Personal Finances - Rho Thomas
- Showcase #5 Cosmolex - 10 Dos and Don’ts of Trust Accounting for Solo & Small Law Firms - Erica Birstler
10:30am-12:00pm - PLENARY - Reregulation & the Future of the Law Panel - Paula Fredrick, Lori Gonzalez, Kimberly Y. Bennett,
Erin Gerstenzang
- Creating Subscription-Based Practices - Kimberly Bennett
- Addressing Ethics, Tech and the New Business Models for Georgia's Lawyers - Paula Frederick
- Creating the Bold New Practice with Automation - Erin Gerstenzang
12:05-12:35 SmartBars presented by
- Clio, Nefra MacDonald
- WSI Biggs, Boosting Firm’s Growth using Social Media; positioning yourself as a leader , use video to drive impressions, engagement, and followers and how to connect with more clients and referral sources. - Kelly Biggs
- Practice Panther, A how-to on automation including intake, contact and matter management, calendaring, texting, time & expense tracking, billing, trust accounting, and custom reporting. - Matt Orlinsky
- RayNa Corporation, Utilizing tech for administrative work. - Lori Gonzalez
- CosmoLex, Boost efficiency with templates, batch processing time entry, invoicing, reports, emails, built-in trust accounting, and more. - Erica Birstler
- Rocket Matter, How to streamline, collaborate, and swiftly eliminate bottlenecks in your practice. - Sandy Sokolin
12:35pm-1:20pm - Exhibitors' Farewell Lunch and Conference Prizes (Sponsored by Cosmolex & Rocket Matter)
1:20pm-2:20pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
- Building Sustainable Habits that Support Your Wellness and Business - Nefra-Ann MacDonald
- The Trademark Attorney Starter Pack - Sonia Lakhany
- Retirement Plans for Small Business - Bob Wang and Eddie Armstrong, Ameriprise Financial
- Succession Planning - Jonathan Hawkins
- Ethical and Honest Social Media Marketing - Emily J. Wiegert
- Exhibitor Showcase #6 Practice Panther - Improving Your Firm’s Cash Flow Through Compliant Online Payment and Accounting Practices, Libby F. Luff and Matthew Orlinsky.
2:25pm-3:25pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
- Matrimonial Mediation: Handling Divorce Cases with Mediation, Randy Kessler
- How to Avoid a Bar Compliant and What Happens If You Get One, Warren Hinds, Leigh Burgess
- Developing an Estate Planning Practice, Thua G. Barlay
- How to Run Your Law Practice Like a Business & Avoid Messing Up Your IOLTA Account, Charlie Feehan
- Leveraging Your Brand to Grow Your Business, Megan Hodgkiss
- Exhibitor Showcase #7 Clio: A Busy Lawyer's Guide to Law Firm Automation, Nefra MacDonald
3:30pm-4:30pm - Breakout Sessions
(Educational Tracks: Practice Management, Technology, Substantive Law, Attorney Wellness, Finance)
- Creating Subscription-Based Practices, Kimberly Y. Bennett
- How to Build Referrals Without Advertising, Sonia Lakhany
- Management: The Business of People, Scott Hart
- Real Estate Law for the Solo Practitioner, Sam Gowin
4:35pm-4:45pm - PLENARY - Institute Wrap Up - Law Practice Management Program Staff
