404-527-8773
104 Marietta Street NW, Atlanta, GA 30303
Conference Session Descriptions
From practice management tips to cutting-edge technology insights, each description offers a glimpse into the valuable knowledge and skills you can can expect to gain. Explore the sessions to tailor your conference experience to your specific interests and professional goals, ensuring a rewarding and informative event.
Thursday, September 18, 2025 | Day 1
BREAKOUT SESSIONS - 1:35 PM – 2:35 PM
Dive deeper into topics that matter most to your practice through our Breakout Sessions. These focused, interactive sessions give you the opportunity to explore specialized areas, gain practical strategies, and engage directly with faculty and peers. Choose the session that align with your goals to create a personalized learning experience.
Design (Or Refine) Your Flat Fees in One Hour |
CONFERENCE ROOM A
CONFERENCE ROOM A
Kimberly Y. Bennett
Founder, Trademark and Business Strategy Attorney Fidu | K Bennett Law, LLC Atlanta, GA |
Stop guessing with your pricing! In this interactive 1-hour session, you'll create a strategic, profitable flat fee service list tailored to your firm's goals. Gain confidence and clarity as you design a pricing plan that aligns with your objectives, helping you streamline your services and boost profitability for long-term success.
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Managing Growth and Abundance: Build More Than Your Own Job, Build
a Law Firm Business | ROOM 5
a Law Firm Business | ROOM 5
Travis Townsend, Jr.
Co-Founding Partner Townsend & Lockett, LLC Atlanta, GA |
This session will teach solo and small practice managers how to build a scalable law practice that allows for detachment when needed. Learn how to deconstruct your practice, delegate and train employees to work autonomously, and define operational functions for efficient delegation. Gain insights on scaling your practice while maintaining high service standards and reducing stress.
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Elevating Your Practice: Fundamental Concepts for New Estate Planning Practitioners |
ROOM 3
ROOM 3
Tamika M. Johnson
CEO T.M. Johnson Law Firm, LLC Lilburn, GA |
Led by Tamika M. Johnson, this session is perfect for attorneys new to estate planning or expanding into the field. Learn about essential documents like wills, trusts, and healthcare directives, conduct effective client interviews, and address key ethical issues such as confidentiality and competent representation. Gain the foundational knowledge to build a successful estate planning practice.
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Legal Malpractice, Ethics, and Risk Management | ROOM 1
Douglas V. Chandler
Board Certified Legal Malpractice Attorney Chandler, LLC Alpharetta, GA |
Join Douglas as he explores common pitfalls leading to legal malpractice claims and bar complaints. This session will provide actionable strategies for avoiding these issues, emphasizing proactive practice management and the critical role of malpractice insurance in risk management. Gain valuable insights to protect your practice and reduce the risk of legal complications.
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live/SMARTBAR TRACK || How to Do E-Discovery in a Digital-Based World:
The Basics of How to Collect, Preserve, Review, and Produce Electronic Evidence | YLD Presidents Boardroom
The Basics of How to Collect, Preserve, Review, and Produce Electronic Evidence | YLD Presidents Boardroom
Brett Burney
VP of eDiscovery Consulting Nextpoint Law Group Phoenix, AZ |
E-discovery is a crucial aspect of modern litigation, with nearly all relevant information now stored electronically. This session will explore how to locate, collect, preserve, and review electronically stored information (ESI) effectively, focusing on ethical considerations and practical tools for managing the process. Learn how to leverage cloud-based tools to streamline e-discovery and become a more efficient advocate for your clients.
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exhibitor showcase TRACK || Meet Your New Marketing Assistant-AI |
Presidents Boardroom
Presidents Boardroom
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Explore how tools like ChatGPT can enhance your branding, website, social media, and email communications. This session will cover the benefits of AI and automation for marketing, ethical considerations, common mistakes, and compliance rules. Learn practical steps for using AI responsibly to streamline efforts, elevate your brand, and stay aligned with ethical obligations.
PLATINUM SPONSOR
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BREAKOUT SESSIONS - 3:20 PM – 4:20 PM
Automating Communication in Litigation | CONFERENCE ROOM A
Regina I. Edwards
Owner and Managing Attorney Edwards Family Law Lawrenceville, GA |
Learn how process mapping and automation can streamline litigation workflows and client communication. This session shows you how to map common litigation stages, identify key touchpoints, and use automation to address questions before they arise—reducing stress, preventing last-minute crises, and improving client satisfaction while running a more efficient, organized practice.
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Law Firm Personnel: Practical and Legal Considerations | ROOM 5
Jamala McFadden
Managing Partner The Employment Law Solution Atlanta, GA |
In this session, participants will receive practical tips on maintaining a law firm staff, including when and how to hire and fire. Legal considerations include legal expectations of all employers, employing remote workers, and the top five employment law nightmares for solo and small firms and how to avoid them.
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Out of the Box Ways to Resolve Family Law Disputes | ROOM 3
Randall "Randy" Kessler
Founding Partner Kessler & Solomiany, LLC Atlanta, GA |
Join Randy Kessler, founder of Kessler & Solomiany, LLC, as he explores innovative ways to resolve family law disputes. With over 30 years of experience, Mr. Kessler will discuss alternative dispute resolution methods, such as mediation and arbitration, offering attorneys more control over litigation. Learn creative strategies for resolving family law cases without trial.
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Student Loan Repayment in 2024 and Beyond | ROOM 1
Meagan McGuire
Senior Advisor Student Loan Planner Durham, NC |
Join Meagan McGuire from Student Loan Planner for a session on managing large student loan debt. With over $2.6 billion in student debt consultations, Meagan will cover strategies for repayment, the new SAVE plan, PSLF eligibility, critical deadlines, and common mistakes to avoid. Gain the knowledge to make informed financial decisions and optimize your loan repayment strategy.
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live/SMARTBAR TRACK || Unbillable Brilliance: Monetizing Your Legal Knowledge Online (virtual) | YLD Presidents Boardroom
Sonia Lakhany
Managing Trademark Attorney Lakhany Law, PC / Founder, 4L Education, Inc. Atlanta, GA |
This session will teach attorneys how to turn their legal expertise into passive income through digital products like online courses, templates, and subscription content. Sonia Lakhany, trademark attorney and founder of 4L Education, will guide attendees through idea generation, content creation, and proven platforms to launch and sell. No tech skills required.
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exhibitor showcase TRACK || AI in Legal: Leveraging AI for Document Review, Creation, and Management | Presidents Boardroom
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AI is set to revolutionize law practice, but how can it be safely and responsibly used today? Join us for a practical session on AI in Legal, where we’ll explore how to harness its power for document review, creation, and management. Enjoy live demonstrations and interact with available tools to understand AI’s transformative potential in legal work.
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Friday, September 19, 2025 | Day 2
BREAKOUT SESSIONS - 9:25 AM – 10:25 AM
Dive deeper into topics that matter most to your practice through our Breakout Sessions. These focused, interactive sessions give you the opportunity to explore specialized areas, gain practical strategies, and engage directly with faculty and peers. Choose the session that align with your goals to create a personalized learning experience.
Human Intelligence: Marketing That Leverages AI and Really Connects
with People | CONFERENCE ROOM A
with People | CONFERENCE ROOM A
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Explore how to combine AI-powered efficiency with authentic, human-centered marketing. This session shows lawyers how to use AI for content, outreach, and analysis while keeping messaging personal and relatable—building trust, fostering client relationships, and standing out in a crowded market without losing the human touch that drives meaningful connections.
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AI Meets the Law | ROOM 5
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Join Yuri and Melanie as they explore critical AI topics in the legal field. Discuss AI's legal boundaries, including court rulings and the Biden Administration's stance. Delve into AI's impact on Copyright and Patent law, analyzing AI as an author and inventor. The session also covers tools enhancing attorney work in the context of AI and law.
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Bankruptcy Basics for the Non-Bankruptcy Lawyer | ROOM 3
Shayna Steinfeld
President & CEO Steinfeld & Steinfeld, PC Atlanta, GA |
Bankruptcy impacts every area of law, making it crucial for all lawyers to understand its basics. This session will explore key strategies for non-bankruptcy attorneys, highlighting how bankruptcy can serve as both a protective shield and a strategic tool in various legal contexts. Gain insights to navigate potential pitfalls and effectively use bankruptcy in your practice.
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IOLTA Trust Account Management | ROOM 1
T. Jayden Doyé
CPA Prestige Accounting & Consulting Atlanta, GA |
This IOLTA account management course provides legal professionals with the essentials of handling client funds. Learn IOLTA setup, compliance with ethical standards, and effective management techniques. The curriculum covers regulatory requirements, interest allocation, record-keeping, and IOLTA's role in legal aid funding. Gain the knowledge and skills needed to manage accounts responsibly and meet professional obligations.
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live/SMARTBAR TRACK || Professionalism in the Digital Age: How to Manage Your Online
Presence and Build Trust Across Digital Channels | YLD Presidents Boardroom
Presence and Build Trust Across Digital Channels | YLD Presidents Boardroom
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Learn how to strategically shape your law firm’s online presence—websites, social media, and reviews—to boost visibility, build client trust, and stay ethically compliant. This session blends real-world case studies, content strategies, and professional conduct rules, giving you practical tools to strengthen your digital reputation while upholding the profession’s standards.
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exhibitor showcase TRACK || Generative AI for Small Law Firms: Practical Tools, Real Impact | Presidents Boardroom
Nicole Black
Principal Legal Insight Strategist 8am™ LawPay and 8am™ MyCase Friends Sponsor Atlanta, GA |
Explore how Georgia lawyers can realistically apply generative AI for drafting, summarization, research, and client communication. Learn real-world use cases, benefits, and risks—including ethics, bias, accuracy, and confidentiality—while gaining practical insights to responsibly integrate AI into your practice and enhance efficiency without compromising professional standards.
FRIENDS SPONSOR
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BREAKOUT SESSIONS - 11:35 AM – 12:35 PM
Optimizing Law Firm Operations with Artificial Intelligence | CONFERENCE ROOM A
Cynthia Thomas
Owner PLMC & Associates Newbury Park, CA |
AI is transforming legal operations, enhancing efficiency and driving innovation. This session covers emerging AI strategies for law firm administration, including automating billing, compliance workflows, predictive staffing, and optimizing client intake systems. Explore AI applications in talent management, such as AI-driven hiring, skills development, performance analytics, and support for diversity, equity, and inclusion initiatives.
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Modern Options for Staffing Solo/Small Firms | ROOM 5
Traci A. Weiss
Owner Weiss Family Law Atlanta, GA |
Join Traci A. Weiss, Chairperson of the State Bar's Law Practice Management Program Committee, as she explores alternative staffing options for solo and small law firms. Learn how to use virtual assistants, virtual staffing companies, and technology like MyCase and DTourLife to streamline client communication, hiring, onboarding, payroll, and benefits, helping firms manage workloads efficiently.
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Building and Defending Brands: The Essential IP Toolkit for Legal Professionals | ROOM 3
Olamide Imoukhuede
Founding Attorney OMI Legal, LLC Atlanta, GA and New York, NY |
Designed for legal professionals, this session offers a practical guide to building and protecting strong brands. Led by an experienced trademark attorney, you’ll explore IP fundamentals, advanced trademark strategies, and effective brand defense. From filing applications to addressing infringement, gain the tools and insights needed to safeguard clients’ intellectual property assets and enhance brand value in today’s competitive market.
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Running an Estate Planning Practice | ROOM 1
Thua G. Barlay
Partner Lueder Larkin & Hunter, LLC Atlanta, GA |
Creating a successful estate planning practice requires a strategic plan tailored to your personal and professional goals. In this session, we’ll outline essential steps to help you develop your plan, with real-world examples from our firm’s experience. Learn how to customize your approach to achieve the best results for your clients and manage a thriving practice.
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live/SMARTBAR TRACK || Standard Accounting Principles for Law Firms |
YLD Presidents Boardroom
YLD Presidents Boardroom
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Learn the essential accounting principles every law firm must know to maintain financial health and ethical compliance. This session covers trust accounting, revenue recognition, expense tracking, and reporting best practices, equipping you with the knowledge to manage firm finances accurately, meet regulatory requirements, and make informed business decisions with confidence.
BRONZE SPONSOR
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exhibitor showcase TRACK || Too Busy to Market? How AI Can Help You Stand Out Without Burning Out | Presidents Boardroom
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Learn how AI can streamline marketing for busy lawyers, from content creation to social media management. This session offers practical, time-saving strategies to maintain a polished presence, attract clients, and grow your practice—without adding stress—so you can focus on delivering exceptional legal services while your marketing runs efficiently in the background.
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BREAKOUT SESSIONS - 1:20 PM – 2:20 PM
Law Firm Levels: Rethink, Refocus, and Rise | CONFERENCE ROOM A
Stephanie A. Everett
Chief Growth Officer Lawyerist / Affinity Consulting Atlanta, GA |
Discover the hidden stages of law firm growth and learn how to align your strategy, systems, and leadership to move forward with clarity. This session reveals why most firms stall and what to do differently at each stage. Walk away with a practical framework, actionable insights, and a roadmap to shift from reactive to strategic and scale with confidence.
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Turn $100 into $280 (or More) with Remote Associates | ROOM 5
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Learn how Remote Associates, or Freelance Lawyers, can revolutionize your law firm’s hiring process. This course will demonstrate how these seasoned professionals, with 10+ years of experience, provide a fast, cost-effective solution to the challenges of traditional hiring. Discover how minimal supervision, on-demand support, and increased profitability through market-rate billing can drive your firm’s growth and success.
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Immigration Issue Spotting and the Practice of Law | ROOM 3
Dara Berger Morris
Partner Acker Berger Immigration Law, LLC Atlanta, GA |
This session covers the intersection of immigration law with business, criminal, employment, personal injury, and sports/entertainment law. Learn how immigration issues can affect legal actions, from deportation risks in criminal cases to visa concerns in business contracts. Understand how to spot immigration-related issues to protect clients' legal and immigration status across diverse practice areas.
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Boundaries, Balance, and Being the Boss* | ROOM 1
R. Javoyne Hicks
Executive Committee Treasurer and Chair of the Attorney Wellness Committee, State Bar of Georgia | CEO, Magnifying Synergy LLC Atlanta, GA |
This session explores how solo lawyers can effectively lead their practice by setting professional boundaries with clients, mastering time-blocking, and delegating tasks—despite being their only employee. Learn practical strategies to maintain balance, enhance productivity, and ensure long-term success as a solo practitioner. Perfect for those navigating the challenges of solo law practice leadership.
*Promoting balance and resilience among lawyers aligns with the State Bar's mission to enhance the quality of legal services.
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live/SMARTBAR TRACK || Transitioning into Flat Fee Billing |
YLD Presidents Boardroom
YLD Presidents Boardroom
T. Jayden Doyé
CPA Prestige Accounting & Consulting Atlanta, GA |
The “Transitioning to Flat Fee Billing” course helps legal professionals shift from hourly to flat fee models. Explore the benefits, challenges, and strategies for setting competitive rates, managing client expectations, and optimizing service delivery. Learn best practices for communication, billing, and workflow management to ensure profitability and client satisfaction, with expert advice and practical examples.
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exhibitor showcase TRACK || A Blueprint for Eliminating Law Firm Inefficiencies |
Presidents Boardroom
Presidents Boardroom
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Running a successful law firm requires more than legal skill—it demands streamlined processes that reduce wasted time and increase profitability. Behind every efficient practice is a blueprint: hundreds of carefully developed procedures, forms, checklists, and reports designed to keep operations running smoothly. By simplifying workflows and reducing unnecessary steps, lawyers can reclaim lost revenue, minimize stress, and focus on what matters most—serving clients and growing their practice. This session will walk you through proven strategies to identify inefficiencies, implement smarter processes, and create a framework that positions your firm for long-term success.
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BREAKOUT SESSIONS - 2:25 PM – 3:25 PM
Mobile Ethics: How to Ensure Your Mobile Practice is Secure and Protected |
CONFERENCE ROOM A
CONFERENCE ROOM A
Brett Burney
VP of eDiscovery Consulting Nextpoint Law Group Phoenix, AZ |
With mobile devices allowing lawyers to work from anywhere, client accessibility is now essential. But how can you ensure security? This session will explore the risks of using mobile devices for legal work and provide practical strategies to safeguard confidential information. Learn how to meet your professional duty to protect client data without becoming a cybersecurity expert.
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Cybersecurity for Lawyers: Risk Managing Your Practice and Ethical Obligations | ROOM 5
Wilson Joseph
CEO Level3MD, LLC Dacula, GA |
This course highlights the critical role of cybersecurity in the legal profession, offering real-time solutions for risk avoidance and management. Lawyers will learn how to protect sensitive client data, stay informed about the latest cyber threats, and implement practical strategies to secure their practice against evolving risks and potential breaches.
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Locker Room to Law Firm: How Innovative Lawyers Lead the Legal Offense in the NIL Game | ROOM 3
Ellakisha O'Kelley
Principal Attorney Scire De Jure Legal Firm, LLC Riverdale, GA |
This session covers the name, image, and likeness (NIL) rights granted to NCAA and Georgia high school student-athletes. Explore changes in state laws, institutional regulations, key cases, and the challenges of commercializing NIL. Learn how non-traditional advocacy can effectively represent student-athletes, institutions, and corporate sponsors in NIL transactions and agreements.
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Productizing Legal Services: Create and Sell Digital Content, Subscription
Services, Workshops | ROOM 1
Services, Workshops | ROOM 1
Stephanie Everett
CEO & Lab Coach Lawyerist/Affinity Consulting Atlanta, GA |
This session teaches law firm owners how to turn legal expertise into dynamic revenue streams through productizing services. Explore strategies like on-demand digital content, subscription models, and webinars. Gain practical guidance to leverage intellectual capital, increase scalability, and engage clients. Learn how to adapt to evolving market demands and drive sustained growth in a competitive legal landscape.
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live/SMARTBAR TRACK || The 6 Financial Reports Every Law Firm Should be Using in 2025 |
YLD Presidents Boardroom
YLD Presidents Boardroom
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Join PracticePanther’s Matt Orlinsky and Kin Moroney to discover the six essential reports top firms use to boost revenue, increase cash flow, and improve performance. Learn how to track financial health in real time, identify valuable revenue sources, and reclaim lost billable time—empowering smarter, data-driven decisions for lasting success.
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exhibitor showcase TRACK || SPEAKER TBD | Presidents Boardroom
BREAKOUT SESSIONS - 3:30 PM – 4:30 PM
Innovating Your Work-Life Blend: Wellness Considerations & Practical Strategies* |
CONFERENCE ROOM A
CONFERENCE ROOM A
MODERATOR
Michelle Urbani Wallace
Counsel and Founding Owner Advantage Law Firm Atlanta, GA |
Michelle, Jeremy, and Caitlin delve into the impact of stress on lawyers, exploring how to break harmful patterns in real-time and manage vicarious stress. This session includes practical exercises designed to help participants, particularly firm owners, separate work from self, fostering both personal and professional well-being.
*Promoting balance and resilience among lawyers aligns with the State Bar’s mission to enhance the quality of legal services.
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PANELISTS
Jeremy Burnette
Partner,Healthcare Akerman, LLP Atlanta, GA |
Caitlin S. Colley
Of Counsel Moore Ingram Johnson & Steele, LLP Marietta, GA |
Build a Brand That Books Clients: Personal Branding for Entrepreneurial Lawyers | ROOM 5
Olamide Imoukhuede
Founding Attorney OMI Legal, LLC Atlanta, GA and New York, NY |
In this session, you'll learn how to build an authentic brand that aligns with your values and expertise while managing your business. Discover strategies to enhance client trust, build recognition, and balance daily operations with impactful brand development. Ideal for solo practitioners and small firms, this session offers practical tips for establishing yourself as an expert in your field.
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Data Privacy Essentials: What Every Lawyer Must Know in the AI Era | ROOM 3
Jason Michael Loring
Partner Jones Walker, LLP Atlanta, GA |
In today’s AI-driven and tech-enabled legal world, understanding data privacy is no longer optional—it’s essential. This session provides lawyers with a practical primer on the key privacy laws, regulations, and ethical obligations that affect the way we handle client information. From cybersecurity risks to compliance with data protection frameworks, participants will gain a clear understanding of what’s at stake and how to implement safeguards in their practices.
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Introduction to VLex Fastcase: Your Free Legal Research Benefit | ROOM 1
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vLex Fastcase is unveiling a new, user-friendly interface at our conference, offering faster access to legal content across jurisdictions. Explore enhanced navigation, including a table of contents linked to key sections of cases, statutes, and articles. New features include a custom news feed, citator tool, and AI-driven Case Analysis with Headnotes, streamlining your legal research experience.
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live/SMARTBAR TRACK || Replace the B-U-S-Y with AI (and Automation) |
YLD Presidents Boardroom
YLD Presidents Boardroom
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Learn how to integrate AI and automation into your law firm to maximize billable hours and client focus. This session will cover strategies to distinguish busy work from billable work, identify three key areas for automation impact, and select legal tech that saves time and money. Streamline your practice and enhance efficiency with practical insights.
PLATINUM SPONSOR
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exhibitor showcase TRACK || Modernizing Your Tech Stack | Presidents Boardroom
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This session explores the importance of updating legal technology to meet evolving client expectations, improve efficiency, and ensure compliance. It highlights how modern tools—such as digital intake forms, automated workflows, secure client portals, and AI-powered features—can streamline operations, reduce manual work, and enhance client satisfaction. Key areas covered include client intake, case management, communication, billing, reporting, and document management. The session also emphasizes best practices for adoption, focusing on automation, integration, and measuring success through firm performance metrics.
SILVER SPONSOR
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