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On Demand

Small Firm Boot Camp


CLE Hours: 6 including 6 General, 1 Ethics, 0 Professionalism, 0 Trial Practice

Categories:
Ethics
Original Program Date:
Feb 03, 2023


Description

  • PRESIDING:
  • Evan L. Kaine, Program Chair; Kaine Law LLC, Atlanta, GA

  • 8:00
  • IN-PERSON REGISTRATION

  • 8:30
  • WELCOME
  • Julia Neighbors, ICLE Director, State Bar of Georgia, Atlanta, GA

  • 8:35
  • GREETINGS FROM THE CHAIR
  • Evan L. Kaine

  • 8:40
  • ACCOUNTING SIMPLIFIED
  • Sam Levy, Levy Tax and Consulting LLC, Atlanta, GA

  • 9:40
  • BREAK

  • 9:50
  • YOUR FIRM’S FINANCIAL FITNESS
  • Panelists:
  • Matt Berke, Berke Financial Services, Atlanta, GA
  • Grant Segal, WealthCreation Atlanta LLC, Atlanta, GA

  • 10:50
    HOW OFTEN DO I VIOLATE THE ETHICAL RULES? Ethics CLE Hour
    David N. Lefkowitz, The Lefkowitz Firm LLC, Athens, GA

  • 11:50
  • LUNCH

  • 12:35
  • THE INS & OUTS OF RUNNING A SOLO PRACTICE
  • Evan L. Kaine

  • 1:35
  • BREAK

  • 1:50
  • AVOID MEETING ME & THE EEOC
  • Marcus G. Keegan, U.S. Equal Employment Opportunity Commission, Atlanta, GA

  • 2:50
  • YOU’RE A GREAT ATTORNEY, BUT DOES ANYONE KNOW THAT?
  • Liza A. Park, Kaine Law LLC, Atlanta, GA

  • 3:50
  • ADJOURN

Handouts

Speaker


Sam Levy's Profile

Sam Levy Related Seminars and Products

Levy Tax and Consulting, LLC


Sam Levy grew up in Columbus, GA & graduated from the University of Georgia in 1994.  He worked at two smaller firms before starting his own firm, Levy Tax & Consulting, in 2010.  Levy Tax & Consulting has grown exponentially since 2010 and is now a thriving 20+ employee firm.  They focus on small business and individual tax returns and tax planning. 

 

Sam is a member of the Georgia Society of CPAs, AICPA.  He has served on the board of Temple Emanu-El and board chair of Camp Judaea in Hendersonville, NC.

 

Sam and his wife, Andrea, have three children and reside in Dunwoody, GA.

 

Sam been an annual speaker at the Small Firm Bootcamp for the past 5 years.


Matt Berke's Profile

Matt Berke Related Seminars and Products

Berke Financial Services


Matt Berke is a long-time Atlanta resident. After moving here at age 11 and graduating from North Springs High School, Matt received his BBA in Accounting from the University of Texas at Austin. After working in public accounting for a short time, Matt realized that he enjoyed the business and operations side of accounting and finance more than working for a CPA firm.

Since taking on his first Controller role for a well-known Atlanta record producer, Matt has consistently progressed as a financial executive and entrepreneur for almost 30 years. He has served as the Controller of a publicly held company, CFO of a successful apparel company, and for the past twelve years has been a self-employed consultant providing CFO level services to small businesses. Matt also has extensive experience with Mergers & Acquisitions and has served as a manager of multiple private equity investment funds.

In his personal time, Matt enjoys playing and listening to music, cooking, playing poker and fishing. He also contributes his time to several community and fundraising initiatives.

Matt lives in Sandy Springs, GA with his wife, two children and two rescue dogs.


Grant Segal Related Seminars and Products

Wealth Creation Atlanta LLC


Mr. David Neal Lefkowitz's Profile

Mr. David Neal Lefkowitz Related Seminars and Products

The Lefkowitz Firm LLC


David Lefkowitz graduated from Columbia University with a B.A. and earned his J.D. from Emory University School of Law. The Lefkowitz Firm, LLC, represents individuals and corporations in their claims for legal malpractice (legal negligence) and similar claims such as breach of fiduciary duty, executor misconduct and ethical misconduct by attorneys and other fiduciaries. The firm also represents attorneys and law firms with regard to risk management and attorney’s fee disputes. David is an adjunct professor of legal malpractice law, ethics, and risk management at the University of Georgia School of Law and is a frequent speaker at continuing legal education seminars. David has offices in Atlanta, Georgia and Athens, Georgia.   


Mr. Marcus G. Keegan's Profile

Mr. Marcus G. Keegan Related Seminars and Products

US Equal Employment Opportunity Commission


Marcus G. Keegan currently serves as the regional attorney for the U.S. Equal Employment Opportunity Commission’s Atlanta District Office. His appointment as regional attorney marked his return to the EEOC, where he was hired through the Honors Attorney Program after his graduation from Emory University School of Law. He worked as a trial attorney in the Atlanta District office of the EEOC before working in private practice for more than fifteen years practicing mostly in the areas of employment discrimination and wage and hour law.

Marcus Keegan serves as a an adjunct professor of law teaching Employment Discrimination at Emory University School of Law. He is a frequent lecturer on topics related to employment law as well as law practice and has been named a Lorman Education Services Distinguished Faculty Member. He has been recognized by Best Lawyers in America, Super Lawyers, Super Lawyers Top 100 – Georgia, Super Lawyers – Rising Stars, and has been named as a Legal Elite by Georgia Trend magazine.

Mr. Keegan is an active member of the State Bar of Georgia and currently serves as the chair of the Labor & Employment section of the State Bar. He has previously served on the board of directors of the National Employment Lawyers Association’s Georgia and National Chapters. He has been appointed by the Georgia Supreme Court as a mentor for the Transition into Law Practice Program as well as served as a mentor in the State Bar of Georgia Labor & Employment Law’s Mentorship Academy.

 

Education: JD, Emory University School of Law; BA, Indiana University of Pennsylvania


Ms. Liza Ann Park's Profile

Ms. Liza Ann Park Related Seminars and Products

Kaine Law LLC


Attorney Liza A. Park has spent about two decades balancing a career in the media and public relations as well as a career as a full time practicing attorney. 

As a trial attorney, Ms. Park handles cases involving personal injury including all types of vehicle accidents, slip & fall cases and premises liability.  As a former television news anchor, reporter and producer, Ms. Park has won national awards for her documentary work and several Associated Press awards for her news stories and series pieces.  She also served as the public relations/press secretary/legal researcher for a Senator in the U.S. Virgin Islands, and was an adjunct professor at Florida State University College of Communication teaching television reporting, hosting and interviewing.

Ms. Park has experience practicing in both civil and criminal law.  Formerly she served as an assistant state attorney prosecuting a myriad of crimes from DUI to murder.  She then joined a Florida civil law firm that focused on high profile personal injury and civil rights cases.  There she was both a trial attorney and the director of public and media relations.  While practicing as a full time attorney, Ms. Park also served as a weekend anchor at two different CBS affiliate stations as well as anchored a political show for Florida Public Television.  She is licensed to practice in Georgia, Florida and Alabama.

After moving to Georgia, Ms. Park soon embarked on founding and opening a public charter school.  It is a dual language immersion elementary school called Yi Hwang Academy of Language Excellence or YHALE for short.  Under Ms. Park’s leadership as the governing board chairperson, YHALE has excelled both in terms of academics and growth, and the school is on track to continue its growth projections as planned while maintaining its top academic achievements.

Ms. Park is from Dothan, Alabama.  She graduated Magna Cum Laude from Florida State University with a bachelor degree in both Media Performance and English.  She also graduated from Florida State University’s College of Law.  While at FSU, Ms. Park was elected student body president and was a founder of Burning Spear, Inc., a leadership honor society.


Important Information

Please be advised that your credit will not be reported to the State Bar of Georgia CLE Regulation Department until after you have completed the steps necessary to earn credit for that program. 

Self reporting is required for all other jurisdictions.

The information presented is solely for educational purposes. The opinions expressed by the faculty in their materials and presentations are their own and do not necessarily reflect the opinions of the State Bar of Georgia, its officers, directors and/or employees. The faculty is not engaged in rendering legal or other professional advice and these presentations and publications are not a substitute for the advice of an attorney. All publications and presentations were created to serve the continuing legal education needs of practicing attorneys.

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