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Live Event

Take Charge: Solo and Small Firm Summit

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

State Bar of Georgia - Atlanta, Georgia



  • Speakers, session times and credit hours are subject to change.
  • Ethics | Professionalism | Trial Practice

  • Presiding:
  • Nkoyo Effiong Lewis, Program Chair; Director, Law Practice Management, State Bar of Georgia, Atlanta, GA

  • 8:30
  • Greeting
  • Colette Reed, Program Coordinator, ICLE, State Bar of Georgia, Atlanta, GA

  • 8:35
  • Welcome and Program Overview
  • Nkoyo Effiong Lewis

  • 8:45
  • The P.R.O.F.I.T. Method – Financial Master for Legal Professionals
  • T. Jayden Doyé, CPA, Prestige Accounting Solutions, Sandy Springs, GA

  • 9:45
  • The WOW Factor – How to Build Referrals Without Advertising
  • Sonia Lakhany, Lakhany Law, PC, Atlanta, GA

  • 10:45
  • Break

  • 10:55
  • Charlotte Merritt, Insperity, Atlanta, GA

  • 11:55
  • Lunch

  • 1:00
  • Workshops
    (Please choose one)

  • Location: Room 3
  • Craft a Comprehensive Hiring Strategy for Your Law Firm
  • Kristin Tyler, Law Clerk, Las Vegas, NV

  • Location: Presidents Boardroom
  • Managing your practice as a small business & How to Manage Your IOLTA
  • Matt Calloway, Abacus Advisors, Alpharetta, GA

  • Location: Room 1
  • Using Data To Make and Drive Your Business Decisions
  • Stephanie Everett, Lawyerist, Atlanta, GA

  • Location: Room 5
  • Understanding Modern Document Automation and Supercharging Your Results with ChatGPT/AI
    Aaron Fritz, Inertia Legal, Gainesville, GA

  • Location: Auditorium
  • How to Leverage Automation Tools to Increase Firm Productivity and Profits
  • Kate Bell, Clio, Atlanta, GA

  • Location: YLD Presidents Boardroom
  • How to Ethically Create a Winning Profile & Maximize your Lead Generation with ReliaGuide
  • Yael Boloker, Reliaguide, Traverse City, MI

  • 2:30
  • Break

  • 2:45
  • Workshops
    (Please choose one)

  • Location: Room 3
  • Craft a Comprehensive Hiring Strategy for Your Law Firm
  • Kristin Tyler, Law Clerk, Las Vegas, NV

  • Location: Presidents Boardroom
  • Managing your practice as a small business & How to Manage Your IOLTA
  • Matt Calloway, Abacus Advisors, Alpharetta, GA

  • Location: Room 1
  • Leveraging AI Powered Marketing Strategies to Transform Your Law Practice
  • Kelly Biggs, WSI Biggs Digital, Atlanta, GA

  • Location: Room 5
  • Understanding Modern Document Automation and Supercharging Your Results with ChatGPT/AI
  • Aaron Fritz, Inertia Legal, Gainesville, GA

  • Location: Auditorium
  • Cybersecurity: Understanding the Risks and Crafting a Mitigation Plan
  • Ed Alden, Alden and Associates, Inc., Chamblee, GA
  • Lamont Burwell, State Bar of Georgia, Atlanta, GA

  • Location: YLD Presidents Boardroom
  • Boost Efficiency with Fastcase's Time-Saving Legal Research Tools
  • Khristina Williams, Manager, Customer Support, Fastcase, Washington, DC

  • 4:15
  • Adjourn



Ms. Nkoyo-Ene Richard Effiong's Profile

Ms. Nkoyo-Ene Richard Effiong Related Seminars and Products

State Bar of Georgia

Nkoyo-Ene Effiong is the Director of Law Practice Management Program for the State Bar of Georgia. In that role, she helps Georgia lawyers tap into innovation to build a profitable and purpose-filled practicewith less struggle and stress. With a steadfast focus on equipping lawpreneurs with the confidence,competence and capacity to leverage the right tools for their practice, Nkoyo seeks to advance a more innovative and inclusive legal profession that meets the needs of legal professionals and legal consumers.

Additionally, Nkoyo is a frequent local and national speaker and writer on legal innovation and practice management topics. She regularly contributes to the Georgia Bar Journal,theABA and other bar publications.Prior to joining the State Bar, Nkoyo was the founder and principal attorney at The Effiong Firm LLC, an education and nonprofit law firm that advocated unapologetically for excellence, equity, and education justice alongside marginalized communities.

As a strategic partner, Nkoyo helped families and mission-driven leaders leverage the law to protect the people and purposes that mattered most to them using amix of flat-fee and subscription legal services.Nkoyo is a proud graduate of Brown University and New York University School of Law.

You can reach Nkoyo at or 404-527-8770.For best-in-class tips, tricks, and tools to streamline your law practice, join The LPM

Ms. Sonia Fatima Lakhany's Profile

Ms. Sonia Fatima Lakhany Related Seminars and Products

Lakhany Law PC

Sonia Lakhany is the founder of Lakhany Law, PC, an award-winning trademark law firm and focuses her practice on counseling business owners on how to use trademark registrations to protect their catchy business names, logos, and tag lines. In addition to managing her firm, Sonia is the founder of 2 Weeks to Trademarks, the first and only online course that not only teaches how to practice trademarks, but how to market and get clients as well. She is considered a national expert in her field, as her work has been recognized and featured by numerous media outlets such as Bloomberg, Entrepreneur Magazine, Glamour Magazine, Business News Daily, and CBS. Sonia can be reached via her website and on Instagram via @trademarklawyerlady.


Kelly Biggs's Profile

Kelly Biggs Related Seminars and Products

WSI Biggs Digital

Kelly Biggs is an accomplished marketing professional with over 25 years of experience in sales and marketing. With an MBA from Emory University and a wealth of experience working with Fortune 100 companies and startups, Kelly brings a unique blend of strategic thinking and practical know-how to every marketing challenge.

Throughout her career, Kelly has empowered businesses to achieve their marketing goals through various tactics, from branding and messaging to digital marketing, social media, Search Engine Optimization (SEO), and advertising. It is her mission to empower entrepreneurs to grow their businesses. She has a passion for winning.

Kelly serves as an adjunct professor of social media for Morris Brown College and was honored as Sandy Spring’s Local Business Person of the year 2022 and 2023.

Kelly routes the Tennessee Vols and the Atlanta Falcons.  She also enjoys riding her Peloton bike. She resides in Atlanta, Ga, with her husband Roan and a blended family of two daughters, Monet, and Naima. 

One of her favorite quotes is from John Maxwell “People don’t care how much you know until the know how much you care.”

Kristin Tyler's Profile

Kristin Tyler Related Seminars and Products


Kristin Tyler is Co-Founder of LAWCLERK and leads the marketing and business development efforts, with a focus on helping busy attorneys re-think their workflows. She has seen how LAWCLERK can help attorneys be more productive and profitable and is committed to demonstrating that being a lawyer doesn’t have to mean working insane hours and missing out on time doing the things you enjoy with the people you love. 


Kristin has been practicing law for more than 10 years and has built a robust estate planning and probate practice. She is known for her work ethic, her integrity and her ability to connect people.  As a partner of a mid-size law firm in fabulous Las Vegas, she understands the challenges that her fellow attorneys face in today’s fast-paced, rapidly evolving legal industry. 


In 2022, Kristin was named to the American Bar Association’s LTRC’s Women of Legal Tech.  Kristin has been designated an AV/Preeminent Attorney by Martindale-Hubbell and earned a Top 50 Women of the Mountain States Super Lawyers award in 2017 to 2019.  She has been recognized as a Super Lawyer by the Mountain States Super Lawyers Magazine every year since 2014. She is active with several local community organizations, including the JDRF of Southern Nevada Board, and is dedicated to providing pro bono service.


Aaron Fritz's Profile

Aaron Fritz Related Seminars and Products

Inertia Legal

Aaron Fritz has worked in the legal technology space for 15 years. He is the President and Founder of Inertia Legal, a technology consultancy focused on "eliminating document headaches" for lawyers, which has served over 500 clients across North America. He resides in Braselton, GA, with his wife, Tashina, and their three daughters.

Mr. Lamont Burwell's Profile

Mr. Lamont Burwell Related Seminars and Products

State Bar of Georgia

Mr. Burwell has been an Information Technology professional for over 40 years. He primarily specializes in LAN/WAN network design, cloud implementations, cybersecurity, application integration, e-commerce solutions, web applications, mobility implementations, disaster recovery planning, as well as other technology solutions. He has a wealth of experience supporting legal organizations, financial institutions, and engineering firms throughout the southeastern United States. He has served as a senior network analyst, senior network engineer or senior WAN technologist for a variety of trend setting corporations, most notably Unisys Corporation, the Travelers Insurance Group, Sun Trust Bank of Atlanta and Tektronix, Inc. In addition to his Bar-related activities, he also periodically serves as a network security consultant with several Atlanta-based cybersecurity consulting firms.


A native of Chicago, Illinois, Mr. Burwell attended Loyola University on the city's north side. He has held a variety of industry and professional technology certifications, including Microsoft Certified Systems Engineer (MCSE), Cisco Certified Network Associate (CCNA), Certified Novell Engineer (CNE), TruSecure ICSA Certified Security Associate (TICSA), CompTIA Security+, CompTIA Network+, CompTIA A+ and HP/Compaq Authorized Service Engineer (ASE), just to name a few.

Matt Calloway's Profile

Matt Calloway Related Seminars and Products

Abacus Advisors

Matt worked as a Corporate Financial Planning and Analysis Leader for one of the nation’s largest health care technology companies prior to joining Abacus Advisors. He has over a decade of experience managing teams responsible for producing executive level reporting, including the delivery of consolidated long-range plans and budgets. Matt joined Abacus in 2018 and engages with clients by building and preserving relationships. His background in complex financial analysis allows him to be analytical when solving problems to ensure maximum client satisfaction. At the time Matt joined Abacus, Abacus had less than 100 clients. Matt has helped grow and scale Abacus into the company it is today, serving more than 300 clients.

Yael Boloker's Profile

Yael Boloker Related Seminars and Products


Yael Boloker is a founding employee and Director of Client Services of ReliaGuide.  For the past decade, she has been assisting lawyers cultivate their online presence as well as collaborating with bar associations to educate their members on legal marketing. Yael is a New York licensed attorney. She attended St. John's University School of Law. While in law school she founded the St. John's chapter of Mediators Beyond Borders. She is a recipient of the Charles Revson Law Student Public Interest Fellowship and St. John's Public Interest Fellowship. Before law school she worked as a Disability Rights Lobbyist in Washington D.C. She is one of the first people in the country to graduate with a B.A. in Disability Studies, which she created at The George Washington University.


State Bar of Georgia

104 Marietta St. NW, 3rd Floor, Atlanta, Georgia 30303, United States
(404) 527-8700

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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