Start Day 2 by checking in, reconnecting with colleagues, and enjoying complimentary coffee and breakfast before a full day of educational sessions, networking, and insights designed to help you build a more efficient and successful practice.
Auditorium
9:50 - 10:00 AM GREETINGS FROM THE STATE BAR
WILLIAM C. "BILL" GENTRY, STATE BAR OF GEORGIA PRESIDENT; PARTNER, PETRELLI PREVITERA, LLC | MARIETTA, GA
Hear a special welcome from State Bar of Georgia leadership as they kick off the conference with remarks on the legal profession, the conference theme, and the value of learning, connection, and innovation.
Conference Room A
10:00 - 11:00 AM | plenary | PROFESSIONALISM PANEL The Human Advantage: Professionalism, Judgment, and the Future of Law Practice
MODERATOR: KARLISE Y. GRIER, EXECUTIVE DIRECTOR, CHIEF JUSTICE'S COMMISSION ON PROFESSIONALISM | ATLANTA, GA
PANEL: WILLIAM C. "BILL" GENTRY, STATE BAR OF GEORGIA PRESIDENT; PARTNER, PETRELLI PREVITERA, LLC | MARIETTA, GA
Technology continues to reshape the way legal services are delivered, raising important questions about the lawyer's role in an increasingly automated world. While tools may change, the profession's fundamental responsibilities do not. Clients still expect sound judgment, thoughtful counsel, clear communication, and trusted representation.
This panel explores how lawyers can remain faithful to the principles of the Lawyer's Creed while navigating evolving expectations around efficiency, technology, and client service. Panelists will discuss where technology can support professional obligations, where human judgment remains indispensable, and how lawyers can continue to deliver the level of professionalism that clients, courts, and communities deserve.
Conference A
11:00 - 11:25 AM | exhibit hall networking break | sponsored by:
Take a break between sessions to explore the Exhibit Hall, connect with sponsors and industry partners, discover innovative products and services, and network with fellow attendees while enjoying refreshments. Don't forget to pick up your Passport to Prizes, visit participating exhibitors to collect stamps, and enter the Fishbowl Drawing for a chance to win exciting prizes.
Auditorium / Auditorium Foyer
11:25 Am - 12:25 pM | breakout sessions (choose one) Select from one of the options below.
LAUNCH
CYBERSECURITY FOR LAWYERS: THE THREATS ARE REAL
Brett Burney Principal Burney Consultants, LLC | Chagrin Falls, OH
Conference Room A
Law firms of every size are now prime targets for cybercriminals. Unfortunately, solo practitioners and small firms are often the most vulnerable because they lack dedicated IT and security personnel. This session explains the current cybersecurity landscape in plain English and provides practical steps that legal professionals can take to reduce risk. Topics include phishing attacks, business email compromise, ransomware, password management, multi-factor authentication, cloud security, mobile device protection, vendor management, and incident response planning. The presentation will also discuss ethical obligations related to technology competence and safeguarding client information.
LEVERAGE
WORK SMARTER, NOT HARDER: CREATING A SCALABLE FIRM FOR GROWTH
Cynthia Thomas Owner PLMC & Associates | Thousand Oaks, CA
Room 3
Many solo and small firm attorneys are drowning in work they didn’t go to law school to do — not because they lack clients, but because their firms were built to survive, not to scale. This session delivers the operational blueprint attorneys rarely get in law school or bar programming: how to build a support structure that grows with your practice instead of breaking under it. Attendees will leave with a clear framework for evaluating whether to hire, automate, or eliminate tasks; practical tools for integrating AI into daily workflows without sacrificing quality or compliance; a KPI model designed for small firm realities; and workflow strategies that free attorney time for billable, client-facing work. The result: a firm that runs more profitably — with or without you in the room for every task.
LEARN
TRADEMARKS: THE OVERWHELMED LAWYER'S IDEAL PRACTICE AREA
Sonia Lakhany Managing Trademark Attorney, Lakhany Law, PC; Founder, 4L Education, Inc. Lakhany Law, PC / 4L Education, Inc. | Atlanta, GA
President's Boardroom
Discover how AI, automation, CRMs, e-signatures, intake, scheduling, and document management tools can transform an overwhelmed practice into a more efficient virtual firm. Learn practical ways to streamline workflows, improve client service, reduce administrative demands, and build smarter systems you can put to work immediately.
LEAD
BUSINESS DEVELOPMENT & AI--BUILDING YOUR BOOK OF BUSINESS
John C. Yates Partner Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLC | Atlanta, GA
Room 1
AI is transforming how lawyers build relationships, attract clients, and grow their book of business. This session explores how attorneys can leverage AI-powered tools, agentic technologies, and chatbots to identify prospects, strengthen client relationships, and create more effective marketing strategies while maintaining ethical and professional standards. Learn how AI can serve as a business development coach, enhance existing marketing efforts, and help attorneys at every career stage generate meaningful opportunities and increase firm revenue through smarter, more efficient engagement.
SHOWCASE
PROFITABILITY
CONNIE KAPLAN Founding Attorney Firm Balance | Atlanta, GA
Join fellow attendees, sponsors, and exhibitors for a farewell lunch as we celebrate a successful conference and make final connections before departure. During lunch, we'll recognize our valued exhibitors and sponsors, conduct the Passport to Prizes and Fishbowl Drawing giveaways, and award exciting prizes generously donated by our conference partners.
Auditorium / Auditorium Foyer
EXHIBITORS' FAREWELL & PRIZE DRAWINGS LUNCH SPONSORED BY
1:35 - 2:35 pM | breakout sessions (choose one) Select from one of the options below.
LAUNCH
MARKETING READINESS: THE FOUNDATION MOST LAW FIRMS SKIP
Jason Wiggam Founding Partner & State Bar of Georgia, Law Practice Management Program Chairperson Wiggam Law, LLC | Atlanta, GA
Conference Room A
Law firms waste enormous amounts of money on marketing every year — not because digital advertising doesn't work, but because the firm wasn't ready for it. Without the right operational foundation in place, leads go untracked, intake fails to convert, and no one can tell whether the marketing is working or not. The vendor gets paid either way. In this session, Jason Wiggam, founding partner of Wiggam Law, shares what he has learned building a firm where marketing investment is connected to real business outcomes — and what he wishes he had known earlier about the infrastructure that has to exist before any marketing spend can pay off. That infrastructure increasingly includes AI — not as a future consideration, but as an operational reality that forward-thinking firms are already deploying across content, intake, call handling, and client-facing touchpoints. This is not a session about which platforms to use or how to write ad copy. It is a session about the operational and systems decisions that determine whether a firm's marketing ever works at all — and why firms that ignore AI in that equation are already falling behind.
LEVERAGE
THE HIDDEN FRICTION TAX: OPERATIONAL INEFFICIENCIES THAT COST LAW FIRMS MONEY, PEOPLE, AND CLIENTS
Tricia Warren Fractional COO & Operations Principal Consultant TLW Integrated Solutions, LLC | Alpharetta, GA
Room 5
The Hidden Friction Tax is a one-hour CLE program that helps attorneys and law firm administrators identify the operational inefficiencies that quietly drain firm performance. Unlike generic practice management content, this course uses a structured diagnostic framework, the Friction Fix Framework™, to help practitioners identify what is costing them, quantify it, and begin fixing it. This course is about the processes, handoffs, and unwritten rules that govern how your firm operates, and what it costs when those systems have gaps.
LEARN
PROTECTING THE MODERN CLIENT: INTELLECTUAL PROPERTY, NIL, AND BRAND PROTECTION IN THE DIGITAL AGE
Sunnita Blount Managing Attorney Creative EsquiHER, LLC | Atlanta, GA
Room 3
As brands and digital personalities transform the business landscape, attorneys must understand the intersection of intellectual property, branding, NIL, social media, and AI. Gain practical insights to help clients protect their businesses, maximize leverage, and avoid costly legal pitfalls in an increasingly digital world.
LEAD
CENTERING THE INTELLIGENT FIRM: STRUCTURAL ALIGNMENT FOR MIND, BODY, AND BUSINESS
Candice McKinley Principal Attorney C. McKinley Law & Associates |Atlanta, GA
Room 1
When we think of "The Intelligent Firm," we often focus on automating workflows, legal tech stacks, and AI integrations. But the most sophisticated system in your practice is YOU. For solo and small firm owners, the line between professional overwhelm and operational optimization is thin. This session bridges the gap between physical well-being, mindfulness, and law firm efficiency. Drawing on core Pilates principles—centering, concentration, control, precision, breath, and flow—we will explore how intentional physical and mental alignment directly impacts your business’s bottom line. Attendees will leave with practical, micro-habits to manage stress, sharpen cognitive focus, and build a sustainable, optimized practice that resists burnout.
SHOWCASE
HOW TO ACQUIRE CLIENTS FOR YOUR LAW PRACTICE
Anthonia Berry CEO & Founder Strategy Academy | Alpharetta, GA
YLD PRESIDENT'S BOARDROOM
Learn how to build a more consistent pipeline of clients and referrals through intentional visibility, relationship-building, networking, and follow-up. This practical workshop helps lawyers understand how prospective clients choose counsel and how to turn authentic professional relationships into sustainable business opportunities.
MODERATOR: SHEILA BALDWIN, MEMBER BENEFITS COORDINATOR, STATE BAR OF GEORGIA, ATLANTA, GA
PANEL: BRETT BURNEY, PRINCIPAL, BURNEY CONSULTANTS, LLC, CHAGRIN FALLS, OH SONIA LAKHANY, MANAGING TRADEMARK ATTORNEY, LAKHANY LAW, PC; FOUNDER, 4L EDUCATION, INC., ATLANTA, GA CYNTHIA THOMAS, OWNER, PLMC & ASSOCIATES, THOUSAND OAKS, CA JASON WIGGAM, FOUNDING PARTNER, WIGGAM LAW LLC, ATLANTA, GA
One of the most popular sessions at Take Charge!, this fast-paced presentation showcases 60 practical tips, innovative gadgets, useful websites, apps, and technology tools that can help legal professionals work smarter and more efficiently. From productivity hacks and AI-powered resources to mobile tools, research websites, and practice management solutions, you'll discover ideas that can save time, improve client service, enhance organization, and streamline daily workflows. Whether you're a tech enthusiast or simply looking to optimize your practice, you'll leave with a wealth of resources and actionable takeaways you can implement immediately.
Conference Room A
3:45 - 4:00 PM | CONFERENCE WRAP-UP state bar of georgia, Law Practice Management Program
Join the Law Practice Management Program as we conclude the 2026 Take Charge! Conference. This closing session will highlight key takeaways, celebrate the connections and insights gained throughout the event, recognize our speakers, sponsors, and attendees, and provide resources to help you continue implementing what you've learned. Leave inspired, informed, and ready to take charge of your practice.
Conference Room A
CHOOSE YOUR TRACK
Our breakout sessions are organized into four tracks to help you focus on what matters most to your practice.
LAUNCH CONFERENCE ROOM A For lawyers starting, building, or strengthening a practice through better marketing, operations, risk management, and client development.
LEVERAGE ROOM 3 Designed for lawyers who want to streamline operations, boost profitability, and build a stronger, more successful practice.
LEARN PRESIDENT'S BOARDROOM For lawyers seeking practical insights, substantive legal knowledge, and innovative strategies to better serve clients and grow their practices.
LEAD ROOM 1 For lawyers who want to lead through innovation, technology, business development, and strategic practice management.
SHOWCASE See It. Experience It. Get Inspired. YLD PRESIDENT'S BOARDROOM See innovation in action. The Showcase puts practical solutions, emerging technologies, and fresh ideas front and center through engaging demonstrations and real-world applications designed for today's law practice.
AI SKILLS LAB Learn It. Try It. Put it to Work. ROOM 5 Go beyond talking about AI-starting using it. The AI Skills Lab is an interactive, hands-on learning experience where attendees build practical AI skills, explore real-world workflows, and learn techniques they can put to work immediately.