Welcome to the official agenda and session overview page for the Take Charge! Solo & Small Firm Summit 2025. Explore the full schedule of events and discover the engaging sessions that will be held throughout the day. This summit brings together experts and thought leaders who will share practical strategies for streamlining your law practice. Whether you're looking to improve efficiency, stay ahead of industry trends, or build a more profitable firm, our agenda is designed to deliver valuable insights to help you succeed.

All events take place at the State Bar of Georgia's Conference Center unless otherwise noted.

Agenda & Track Descriptions

​Click the + sign to expand and view the detailed agenda for the morning and afternoon sessions.

SCHEDULE | FRIDAY, APRIL 25, 2025

• Morning Sessions & Activities

• Afternoon Sessions & Activities

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  LOCATION:  AUDITORIUM
  7:00 AM  Conference & Exhibit Hall Set Up
  
  LOCATION:  AUDITORIUM
  7:30 AM   Registration and Breakfast
  
  LOCATION:  AUDITORIUM
  8:00 AM - 8:02 AM    Introduction
  Julia D. Neighbors, ICLE Director, State Bar of Georgia, Atlanta, GA
  
  LOCATION: AUDITORIUM
  8:02 AM – 8:10 AM  Welcome and Program Overview
  Nkoyo-Ene Effiong Lewis, Law Practice Management Program Director and Program Chair, State Bar of Georgia, Atlanta, GA
  
  LOCATION:  AUDITORIUM
  8:10 AM – 9:10 AM  PLENARY  |  AI Doomsday
  Matthew "Matt" Wetherington, Founding Attorney, Wetherington Law Firm, PC, Atlanta, GA
  
  LOCATION:  AUDITORIUM
  9:15 AM – 10:15 AM  PLENARY  |  Innovating Your Work-Life Blend: Wellness Considerations & Practical Strategies*
  Moderator:
  Michelle Urbani Wallace, Director, Counsel and Founding Owner, Advantage Law Firm, Atlanta, GA; 
  Panelists: 
  Jeremy Burnette, Akerman, LLP, Partner, Healthcare Litigator, Atlanta, GA  
  Dr. Joanne Peeler, Ph.D., Past President Georgia Psychological Association/Mindspring, Atlanta, GA
  *Promoting balance and resilience among lawyers aligns with the State Bar’s mission to enhance the quality of legal services.
  
  10:15 AM – 10:25 AM  MORNING BREAK
  
  CONCURRENT TRACKS
  
  LOCATION:  MEETING ROOM 5 || INNOVATION TRACK SESSION
  10:25 AM – 11:25 AM    AI in Legal: Leveraging AI for Document Review, Creation, and Management
  Aaron Fritz, Legal Technology Consultant, Inertia Legal, Gainesville, GA 
  Chandler Harris, AI Consultant, Inertia Legal, Gainesville, GA 
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  ​LOCATION:  MEETING ROOM 3 || EFFICIENCY TRACK SESSION
  10:25 AM – 11:25 AM    Productivity Hacks for Lawyers: Automation, Time Tracking and Workflow Optimization 
  Jordan Turk, Attorney & Legal Technology Advisor,  Smokeball, Inc., Austin, TX*
  *Efficiency Track Session Sponsor  
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  LOCATION:  YLD PRESIDENTS BOARDROOM || CLIENT ATTRACTION & RETENTION TRACK SESSION
  10:25 AM – 11:25 AM   Create an Effective Five-Part Marketing Strategy for Your Law Firm
  April Roberts and Tyler Roberts, Co-Founders, NOMOS Marketing, Mount Pleasant, TX*
  *Client Attraction & Retention Track Session Sponsor  
  
  ​LOCATION:  PRESIDENTS BOARDROOM  || CYBERSECURITY / TECHNOLOGY TRACK SESSION
  10:25 AM – 11:25 AM   Protect Your Data from the Dark Web
  Dr. Felix Hernandez, CIO, All American Technology Solutions Group / Felix Hern Speaks, Atlanta, GA
  
  ​LOCATION:  AUDITORIUM
  11:30 AM – 12:45 PM   LUNCH / EXHIBIT HALL BREAK
  ​This is the time to find solutions for your practice; automation, marketing, trust accounting, client acquisition to name a few.
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  CONCURRENT TRACKS
  
  LOCATION:  MEETING ROOM 5 || INNOVATION TRACK SESSION
  12:50 PM – 1:50 PM   Building a Thriving Virtual Law Practice
  Sonia Lakhany, Managing Trademark Attorney, Lakhany Law, PC; Founder, 4L Education, Inc., Atlanta, GA
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  LOCATION:  MEETING ROOM 3 || EFFICIENCY TRACK SESSION
  12:50 PM – 1:50 PM   Transitioning into Flat Fees
  T. Jayden Doyé, CPA, Prestige Accounting & Consulting, Atlanta, GA 
  
  LOCATION:  YLD PRESIDENTS BOARDROOM || CLIENT ATTRACTION & RETENTION TRACK SESSION 
  12:50 PM – 1:50 PM  Early and Often: Better Client Communication Through Automation
  Regina Edwards, Owner and Managing Attorney, Edwards Family Law, Lawrenceville, GA
   
  LOCATION:  PRESIDENTS BOARDROOM  || CYBERSECURITY / TECHNOLOGY TRACK SESSION
  12:50 PM – 1:50 PM   Legal Malpractice, Ethics and Risk Management
  Benjamin "Ben" Parks, Senior Underwriter, Attorneys Insurance Mutual of the South, Newnan, GA*
  *Cybersecurity/Technology Track Session Sponsor  
  
  CONCURRENT TRACKS
  
  LOCATION:  MEETING ROOM 5 || INNOVATION TRACK SESSION
  1:55 PM – 2:55 PM  Launching Your First (or Next) Subscription Service
  Kimberly Y. Bennett, Founding Attorney, K. Bennett Law, LLC / Fidu, Atlanta, GA* 
  *Innovation Track Session Sponsor  
  
  LOCATION:  MEETING ROOM 3 || EFFICIENCY TRACK SESSION
  1:55 PM – 2:55 PM  Streamlining 101: Essential Strategies for Law Firms
  Mary C. Hughes, Founder, Hughes Elite Law Practice, LLC, Atlanta, GA 
  
  YLD PRESIDENTS BOARDROOM || CLIENT ATTRACTION & RETENTION TRACK SESSION 
  1:55 PM – 2:55 PM Building Branded Leadership: How to Balance Your Business While Building an Authentic Brand
  Olamide Imoukhuede, Founding Attorney, OMI Legal, LLC, Atlanta, GA 
  
  LOCATION:  PRESIDENTS BOARDROOM  || CYBERSECURITY / TECHNOLOGY TRACK SESSION
  1:55 PM – 2:55 PM   Cybersecurity for Lawyers: Risk Managing Your Practice and Ethical Obligations
  Wilson Joseph, CEO, Level3MD, Dacula, GA
  
  LOCATION:  AUDITORIUM
  3:00 PM – 4:00 PM  PLENARY  | Replace the B-U-S-Y with AI (and Automation)
  Melanie Leonard,  Manager, Professional Services, Clio,* Burnaby, BC, Canada
  *Take Charge! Solo & Small Firm Summit Program Sponsor  
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  LOCATION: AUDITORIUM | FOYER NEAR AUDITORIUM
  4:00 PM – 5:00 PM   SUMMIT WRAP UP | NETWORKING RECEPTION PRESENTED BY CHEF LOUIE
  Join us for the Networking Reception Presented by Chef Louie during the Take Charge! Solo & Small Firm Summit! This is a fantastic opportunity to connect with fellow attendees, enjoy delicious food, and unwind after a day of insightful sessions. Chef Louie will be serving up a variety of culinary delights, creating the perfect environment for building meaningful relationships and discussing the latest trends in law practice management. Don’t miss this chance to network and recharge in a relaxed, engaging setting!

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Plenary Sessions |  Auditorium
Plenary sessions at the Summit offer all attendees the opportunity to engage with leading experts and thought leaders on critical topics in the legal industry. These sessions provide in-depth insights into emerging trends, strategies, and technologies that are shaping the future of law practice. Topics will range from the impact of AI on legal work to strategies for achieving work-life balance and maintaining wellness. Plenaries are designed to inspire, inform, and challenge attendees to think differently about their practice and the profession as a whole.

Innovation Track | sponsored by Fidu | Meeting Room 5
The Innovation Track is all about embracing change and staying ahead of the curve in an ever-evolving legal industry. This track focuses on exploring emerging technologies and innovative approaches to legal practice that can transform your firm. Whether it’s implementing new software to manage client interactions, automating tedious administrative tasks, or discovering new ways to deliver legal services, these sessions will help you harness innovation to create efficiencies and stay competitive in the market. By attending this track, you'll leave with the tools to enhance your firm’s operations, improve client experiences, and gain a competitive edge.

Efficiency Track | sponsored by Smokeball | Meeting Room 3
​In the Efficiency Track, we’ll dive into the core principles of managing your practice with precision and productivity. This track is designed to help you optimize your firm’s operations, streamline workflows, and reduce costs. You’ll learn practical techniques for time management, maximizing billable hours, automating routine tasks, and using technology to boost firm efficiency. Whether you're looking to cut down on administrative overhead or improve staff coordination, this track will provide you with the strategies you need to build a leaner, more effective firm.

​Client Attraction & Retention Track | sponsored by NOMOS Marketing | YLD Presidents Boardroom
The Client Attraction & Retention Track is essential for any lawyer looking to grow their practice and maintain long-term client relationships. In this track, you’ll explore effective marketing strategies for attracting new clients, from building a robust online presence to mastering client referrals. You'll also learn valuable techniques for retaining clients, building trust, and enhancing customer satisfaction, ensuring they stay with you for years to come. If you're looking to grow your client base while maintaining strong, lasting relationships with those you serve, this track is designed to provide you with the insights you need.
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Cybersecurity/Technology Track | sponsored by Attorneys Insurance Mutual of the South | Presidents Boardroom
As technology becomes more integrated into legal practice, safeguarding client data and maintaining firm security is increasingly critical. The Cybersecurity/Technology Track addresses the latest trends in legal tech and cybersecurity, offering practical advice on protecting sensitive information, preventing cyber-attacks, and ensuring your practice complies with ethical standards and data protection regulations. Whether you're concerned about securing your practice’s digital assets or looking to explore the latest technology tools for your firm, this track will ensure you're up-to-date on essential security practices and cutting-edge technology that can help mitigate risks.​