12 CLE Hours - Institute of Continuing Legal Educationiclega.org/PDF/9974_soloSmallFirmInstitute0918-7.pdf · 2018-07-18 · FRIDAY, SEPTEMBER 28, 2018 7:00 CONFERENCE REGISTRATION,

ICLE: State Bar SeriesFriday–Saturday, September 28–29, 2018

12 CLE Hours1 Ethics Hour 1 Professionalism Hour 1 Trial Practice Hour

C H E C K O U T T H E L A T E S T U P D A T E S O N H T T P S : / / W W W . G A B A R S O L O . O R G

C O - S P O N S O R E D B Y:

Law Practice Management ProgramTransition Into Law Practice ProgramGeneral Practice & Trial Law SectionYoung Lawyers Division

• 2 Oceans Promotions• AngelDown Legal Video Services• ARAG• CaseFleet• Centerbase• CosmoLex• DS Services• Fastcase• Fujitsu• LawPay• Lawyers for Equal Justice• Member Benefits, Inc.• Mockingbird Marketing• MyCase

• Omni Legal • OT Paralegal Services• PeachCourt• PerfectIt• Practice Panther• Prevail Case Management• Principal Group• Pro Bono Resource Center• Smith.ai Virtual Receptionists• State Bar of Georgia – Law Practice

Management • SynerG• WordRake

2 0 1 8 P A R T I C I P A T I N G E X H I B I T O R S A N D S U P P O R T E R SNAME _________________________________________________________GEORGIA BAR # __________________

FIRM/COMPANY _______________________________________________OFFICE PHONE ___________________

EMAIL ____________________________________________________________________________________________

MAILING ADDRESS ______________________________________________________ZIP + 4 _________________

STREET ADDRESS _______________________________________________________ZIP + 4 _________________

CITY _____________________________________________________________________STATE __________________

I am sight impaired under the ADA and I will contact ICLE immediately to make arrangements. I have enclosed a check in the amount of $________ (See fees at left) I authorize ICLE to charge the amount of $________ (See fees at left) to my MASTERCARD VISA AMERICAN EXPRESS*

FRIDAY, SEPTEMBER 28, 20187:00 CONFERENCEREGISTRATION,EXHIBITHALLANDWELLNESS

RETREAT SETUP (All attendees must check in upon arrival. A jacket or sweater is recommended.)

7:00 CONTINENTAL BREAKFAST

7:45 GREETINGS AND INSTITUTE OVERVIEW Kenneth B. “Ken” Hodges, President, State Bar of Georgia; Ken

Hodges Law, Atlanta Kathleen M. Womack, Chair, Law Practice Management Program

Advisory Committee; Kathleen M. Womack PC, Atlanta

8:00 PLENARY: WELLNESS STARTS WITH YOU – STATE BAR WELLNESS INITIATIVE COMMITTEE

“Recharge” Wellness Retreat activities are planned to take place throughout the Institute.

EDUCATIONAL TRACKS

9:05 PRACTICE MANAGEMENT TRACK: CYBERSECURITY ROUNDTABLE Chip Trefry, President, Member Benefits, Inc., Jacksonville, FL Scott Reid, Gallagher Affinity, Lakewood Ranch, FL

TECHNOLOGY TRACK: ETHICS AND LAW OFFICE TECHNOLOGY:

WHERE WORLDS COLLIDE Megan E. Zavieh*, Zaviehlaw, Alpharetta HOW TO TRACK: HOW TO PROPERLY E-FILE IN FEDERAL COURT Amy C. Nerenberg, Chief Deputy Clerk, United States Court of

Appeals for the 11th Circuit, Atlanta Sheila Welten, Supervisor, Quality Control, United States Court of

Appeals for the 11th Circuit, Atlanta

SUBSTANTIVE LAW TRACK: MATRIMONIAL MEDIATION: HANDLING DIVORCE CASES

WITH MEDIATION Randall M. “Randy” Kessler, Founding Partner, Kessler & Solomiany

LLC, Atlanta

OFFICE OPERATIONS TRACK: PROFESSIONALISM FOR MODERN LAW OFFICES Karlise Yvette Grier*, Executive Director, Chief Justice’s Commission on Professionalism, Atlanta

VENDOR SHOWCASE TRACK: VENDOR SHOWCASE SESSION #1 Speaker TBD

SOLO SMALL SUCCESS TRACK: HANDLINGCOMPLEXCIVILLITIGATION Darren W. Penn, Penn Law LLC, Dunwoody

ALL HANDS-ON TECH TRACK: BUILDING YOUR PROFILE WITH CLOUDLAWYERS

Yael Boloker*, Director of Technology Development and Client Services, CloudLawyers, Inc., Traverse City, MI

”RECHARGE” WELLNESS RETREAT TRACK: WELLNESS ACTIVITY #1 10:10 PLENARY: PRACTICE EVERYWHERE:

MOBILE LAWYERING TECHNIQUES Brett Burney, Founder & Principal, Burney Consultants, LLC,

Beachwood, OH

11:15 LUNCHANDEXHIBITHALLBREAK (Lunch included in registration fee.)

11:30 VENDOR SHOWCASE TRACK: VENDOR SHOWCASE SESSION #2 Speaker TBD

VENDOR SHOWCASE SESSION #3 Speaker TBD




”RECHARGE” WELLNESS RETREAT TRACK: WELLNESS ACTIVITY #2

12:35 PRACTICE MANAGEMENT TRACK: MANAGING E-DISCOVERY IN SMALL LAW OFFICES Brett Burney

TECHNOLOGY TRACK: AUTOMATING YOUR PRACTICE AND CREATING ALTERNATIVE

REVENUE STREAMS Kimberly Y. Bennett*, K Bennett Law, LLC, Atlanta

HOW TO TRACK: HOWTONAVIGATETHENEWTAXLAWLANDSCAPE C. Murray Saylor, The Saylor Law Firm LLP, Atlanta SUBSTANTIVE LAW TRACK: ENTERTAINMENT LAW: WHAT SUCCESS LOOKS LIKE James L. Walker, Jr., Walker and Associates, Mableton

OFFICE OPERATIONS TRACK: HOW TO USE OPERATIONAL REVIEWS TO CRAFT SMALL

FIRM SUCCESS Alvaro Arauz, President, 3a. Law Management, Atlanta


SOLO SMALL SUCCESS TRACK: SUCCESS CHRONICLES–VOLUME I Tiffany M. Simmons, Simmons Law, Atlanta

ALL HANDS-ON TECH TRACK: USING THE STATE BAR’S WEBSITE Sarah I. Coole*, Communications Director, State Bar of Georgia,

Atlanta


1:40 PLENARY: SOLO SMALL FIRM MAGIC Rochelle D. Washington, Senior Staff Attorney, District of Columbia

Bar, Practice Management Advisory Service, Washington, D.C.

2:45 EXHIBITHALLBREAK

3:30 PLENARY: GETTING IT DONE: PRODUCTIVITY FOR THE ENTIRE FIRM

Andrea Cannavina, Founder & Owner, LegalTypist, Inc., Hicksville, NY

4:35 PRACTICE MANAGEMENT TRACK: NEW MODELS FOR ACCESS TO JUSTICE Michael L. “Mike” Monahan, Director, Pro Bono Resource Center,

State Bar of Georgia, Atlanta Sarah T. Babcock*, Executive Director, Lawyers for Equal Justice,

Atlanta

TECHNOLOGY TRACK: ALL THE TECH YOU NEED FOR EFFICIENCY IN A SMALL LAW

OFFICE Steven J. “Steve” Best*, Managing Partner, Affinity Consulting Group,

Alpharetta HOW TO TRACK: HOW TO STREAMLINE YOUR DUI AND CRIMINAL CASE WORK Erin H. Gerstenzang, EHG Law Firm, Atlanta SUBSTANTIVE LAW TRACK: CIVIL RIGHTS LAW: UPDATES AND ISSUES Tiffany W. Roberts, Tiffany Williams Roberts, Attorney at Law,

Atlanta

OFFICE OPERATIONS TRACK: LAW OFFICE ETHICS: QUESTIONS ASKED AND ANSWERED William D. “Bill” NeSmith, III, Deputy General Counsel, State Bar of

Georgia, Atlanta


SOLO SMALL SUCCESS TRACK: SUCCESS CHRONICLES – VOL. II V. Sharon “Sharri” Edenfield, Past President, Young Lawyers Divison,

State Bar of Georgia; Edenfield, Cox, Bruce & Edenfield, Statesboro

ALL HANDS-ON TECH TRACK: SETTING UP AND LEVERAGING OFFICE

365 TOOLS Ben M. Schorr, Senior Technical Writer, Modern Assistance & Support

Experience Team, Microsoft, Inc., Redmond, WA (via Skype)


5:40 PLENARY: 60 TIPS, APPS, SITES AND GADGETS IN 60 MINUTES

Brett Burney Andrea Cannavina Natalie R. Kelly, Director, Law Practice Management Program, State

Bar of Georgia, Atlanta Rochelle D. Washington

6:45- NETWORKING RECEPTION 7:30

SATURDAY, SEPTEMBER 29, 20188:30 EXHIBITORSANDSUPPORTERS’BREAKFAST

AND PRIZES

EDUCATIONAL TRACKS

9:15 PRACTICE MANAGEMENT TRACK: GOING PAPERLESS: UPDATING PROCEDURES AND FINE-

TUNING YOUR WORKFLOW Nancy Duhon, President, Duhon Technology Solutions, LLC, Decatur

TECHNOLOGY TRACK: SELECTING EFFECTIVE TIME AND

BILLING SYSTEMS Rochelle D. Washington*

HOW TO TRACK: HOW TO FIND WHAT YOU NEED: LEGAL RESEARCH

METHODOLOGY FOR SMALL FIRM LAWYERS Maureen A. Cahill, Student Services Librarian, University of Georgia School of Law, Athens

SUBSTANTIVE LAW TRACK: IMMIGRATION LAW UPDATE Tracie L. Klinke, Klinke Immigration LLC, Marietta

OFFICE OPERATIONS TRACK: TAKE CHARGE OF YOUR FIRM FOR HIGHER PROFITS AND

EFFICIENCY Shanna Pothier*, Family Law Solutions, Inc., Lavonia


SOLO SMALL SUCCESS TRACK: NAVIGATING SMALL FIRM CHALLENGES Claude M. “Mickey” Kicklighter, Jr., Claude M. Kicklighter, Jr., P.C.,

Springfield

ALL HANDS-ON TECH TRACK: BASIC FASTCASE TRAINING Swalitha Richardson, Research Attorney, Fastcase, Inc., Washington,

D.C.


10:20 PRACTICE MANAGEMENT TRACK: SOLO AND SMALL FIRM SCORE CARD:

IS YOUR SOLO OR SMALL FIRM STRUCTURED TO SUCCEED?

Stephanie A. Everett, Community Director, Lawyerist.com, Decatur

TECHNOLOGY TRACK: ONLINE MARKETING, SOCIAL MEDIA AND WEBSITES FOR

SMALL FIRMS Andrea Cannavina*

HOW TO TRACK: HOW TO DEVELOP AN ESTATE PLANNING PRACTICE Thua G. Barlay*, Partner, Lueder Larkin & Hunter LLC, Conyers

SUBSTANTIVE LAW TRACK: LITIGATING MED MAL CASES Derric Crowther, Attorney at Law, Crowther Law Firm PC, Atlanta OFFICE OPERATIONS TRACK: STRATEGIC PLANNING FOR SOLO AND

SMALL FIRMS Travis T. Townsend, Jr.*, Managing Partner, Townsend & Lockett LLC,

Atlanta

VENDOR SHOWCASE TRACK: VENDOR SHOWCASE SESSION #10 Speaker TBD SOLO SMALL SUCCESS TRACK: DRAFTINGYOURNEXTCHAPTER:SUCCESSIONPLANNING

FOR SOLOS AND SMALL FIRMS Natalie R. Kelly

ALL HANDS-ON TECH TRACK: ADVANCED FASTCASE TRAINING Swalitha Richardson

”RECHARGE” WELLNESS RETREAT TRACK: WELLNESS ACTIVITY #6 11:20 COFFEE/TEA BREAK

11:30 PLENARY: PROFESSIONALISM FOR SOLO AND SMALL FIRMS Chief Justice’s Commission on Professionalism

12:30 INSTITUTE WRAP UP

12:30 ADJOURN

*Session suitable for TILPP additional CLE hours

LOCATION AND VIEWING OPTIONS

CANCELLATION POLICY Cancellations reaching ICLE by 5:00 p.m. the day before the seminar date will receive a registration fee refund less a $25.00 administrative fee. Otherwise, the registrant will be considered a “no show” and will not receive a registration fee refund. Program materials will be shipped after the program to every “no show.” Designated substitutes may take the place of registrants unable to attend.

SEMINAR REGISTRATION POLICY Early registrations must be received by July 31, 2018. ICLE will accept on-site registrations as space allows. All attendees must check in upon arrival and are requested to wear name tags at all times during the seminar. ICLE makes every effort to have enough program materials at the seminar for all attendees. When demand is high, program materials must be shipped to some attendees.

GEORGIA’S SOLO & SMALL FIRM INSTITUTE | SEPTEMBER 28–29, 2018 | 9974

Early Registration closes July 31, 2018. Questions, Call ICLE: 678-529-6688

EARLY REGISTRATION PAYMENT OPTIONS

Mail: ICLE • PO Box 117210 • Atlanta, GA 30368-7210 (make check payable to ICLE)

Online: gabar.org/ICLEcourses (credit card payment only)

Duplicate registrations may result in multiple charges to your account. A $25 administrative fee will apply to refunds required because of duplicate registrations.

© 2018 Institute of Continuing Legal Education

IN PERSON:

STATE BAR OF GAHEADQUARTERS104 Marietta Street NWAtlanta, GA 30303DIRECTIONS:

HTTP://WWW.GABAR.ORG

V I A S ATELL ITE:

COASTAL GA STATE BAR OF GA18 E. Bay StreetSavannah, GA 31401SPACE IN SAVANNAH

LIMITED TO 25 ATTENDEES

V I A S ATELL ITE:

SOUTH GEORGIA STATE BAR OF GA244 E. Second StreetTifton, GA 31794SPACE IN TIF TON

LIMITED TO 25 ATTENDEES

EARLY REGISTRATION (ends July 31) : $175 REGISTRATION (beginning August 1): $250

On-site Registration Payment Options: • ICLE cannot accept cash. • ICLE accepts checks (make check payable to ICLE).• Debit Cards, Visa, Mastercard, and American Express are accepted. • On-site registrants must pay at the time of the on-site registration.

I WILL ATTEND: ATLANTA (IN PERSON) SAVANNAH (SATELLITE) TIFTON (SATELLITE)

NAME _________________________________________________________GEORGIA BAR # __________________

FIRM/COMPANY _______________________________________________OFFICE PHONE ___________________

EMAIL ____________________________________________________________________________________________

MAILING ADDRESS ______________________________________________________ZIP + 4 _________________

STREET ADDRESS _______________________________________________________ZIP + 4 _________________

CITY _____________________________________________________________________STATE __________________

I am sight impaired under the ADA and I will contact ICLE immediately to make arrangements. I have enclosed a check in the amount of $________ (See fees at left) I authorize ICLE to charge the amount of $________ (See fees at left) to my MASTERCARD VISA AMERICAN EXPRESS*

Expiration Date __________________ Signature _____________________________________________

Credit Card Verification Number: A three-digit number usually located on the back of your credit card; *AmEx is four-digits on the front of the card.

Account #:

(To receive seminar notification and registration confirmation by email only.)

Documents

12 CLE Hours - Institute of Continuing Legal Educationiclega.org/PDF/9974_soloSmallFirmInstitute0918-7.pdf · 2018-07-18 · FRIDAY, SEPTEMBER 28, 2018 7:00 CONFERENCE REGISTRATION,