Make plans to join your Solo & Small Firm Section friends and colleagues at the TradeWinds Island Grand Beach Resort for meetings, networking and fun! The agenda and details will be available soon.

Tech Up:  Transform Your Law Practice—and Your Life, the annual Solo and Small Firm Conference, is tailored to the technology needs of solos and small firm practitioners with an emphasis on incorporating A.I. and software into your practice. Our diverse roster of presenters will cover topics that allow you to work smarter, more productively, and more effectively so that you can live a healthier, happier life.

Special thanks to Co-chairs/Moderators: Camara Williams, Orlando, and Stephanie Cagnet Myron, Wellington. Course number 8219 is approved for 5 CLE, 3 of which may be applied toward Ethics; 1 Mental Health & Wellness; and 4 Technology. Solo & Small Firm Section members register for only $250. All registrants have 90-day, on-demand access. REGISTER

Agenda and Presenters

8:00 AM – 8:10 AM:  WELCOME
Camara Williams and Stephanie Cagnet Myron, Program Chairs

8:10 AM – 9:00 AM:  UNPLUG BEFORE YOU PLUG IN: 10 STRATEGIES TO HELP YOU LIVE A HAPPIER, HEALTHIER, MORE RESILIENT LIFE
Nora Riva Bergman, Real Life Practice, Tarpon Springs. Technology and the advent of AI have given lawyers the tools to live the lives we choose and work when and where we want to. But to make the most of what technology and AI can offer, we’ve got to first take care of ourselves. In this interactive presentation, author, attorney, and business coach Nora Riva Bergman will share 10 strategies from her book 50 Lessons for Happy Lawyers: Boost Wellness. Build Resilience. Yes, you can! If you’re feeling burned out, stressed out, or just want to be happier and healthier, this presentation will give you tools to make positive changes in your life. You’ll not only learn these strategies, but you’ll also get tips on how to start living them right now. Get ready to shift your thinking and begin experimenting with research-based strategies to increase your personal and professional happiness.

9:00 AM – 9:50 AM:  HOW AI WILL MAKE YOU A BETTER ATTORNEY
Mark Doble, Toronto, CEO of Alexi. AI can take the most stressful, tedious elements of being a lawyer, and provide you with a head start in everything you do. From the moment you open a file to the moment you settle or receive a verdict, AI can remove stress, automate frustrating and tedious tasks, and increase your bandwidth to provide better service to your clients. Mark Doble, CEO of Alexi (an AI company for litigators) will walk you through some tips and tricks on how to properly think about, and leverage AI.

9:50 AM – 10:40 AM:  AI  IN THE PRACTICE OF LAW
Tom Martin, Vancouver, Founder & CEO of LawDroid, a Generative AI Legal Technology company. AI is taking the world by storm, but how can it best be applied to the practice of law? In this session, Tom Martin will explain how generative AI works, discuss the ethical issues it raises, demonstrate a real use case, and explore the practical ways you can use AI today to get more done with less to grow a more profitable law practice.

10:40 AM – 10:55 AM:  Break

10:55 AM – 11:45 AM:  GENERATIVE AI FOR LAWYERS: WHAT IT IS AND HOW TO USE IT IN YOUR PRACTICE
Carolyn Elefant, Washington, D.C. Generative AI has infiltrated the legal profession faster than any legal tech change in recent memory. And while generative AI carries enormous promise, the speed of adoption has overwhelmed many lawyers. After providing the basics of generative AI technology, practice management specialist, Carolyn Elefant, will provide real-world examples of how generative AI can power substantive research, client relations and marketing and best practices for choosing the appropriate generative AI tools and incorporating them ethically and responsibly into your law practice.

11:45 AM – 12:35 P.M.:  THE FLORIDA BAR AND NATIONAL PERSPECTIVE ON ARTIFICIAL INTELLIGENCE
E. Duffy Myrtetus, Richmond, VA and Gordon Glover, Ocala, Co-Chairs of Florida Board of Governors Special Committee on Artificial Intelligence Tools & Resources. The Co-chairs of the Florida Board of Governors Special Committee on Artificial Intelligence Tools & Resources, Gordon Glover and E. Duffy Myrtetus will recap the Committee’s work while providing an update on The Florida Bar and Committee efforts in the areas of Lawyer Regulation, ethics and the Courts as impacted by AI.  Additionally, they will share information on notable trends in AI affecting lawyers, ethics and on general developments in courts around the country involving the use of Artificial Intelligence.

Free Wednesday Wisdom live Zoom webinar for Solo & Small Firm Section members* by Ron Frechette, CEO, GoldSky Security, and Bob Cohen, MidAtlantic Practice Director, GoldSky Security. Moderator: Margaret S. Hewitt, Esq., Florida Lawyers Mutual Insurance Company. Host/moderator: Judge Jennifer Kuyrkendall Griffin, 3rd Judicial Circuit. Course number 8272 is approved for 1 CLE; 1 Technology. REGISTER

*Registration will be approved when section membership is confirmed.

DESCRIPTION:  The rapid pace of A.I. integration into internal operations and the development of A.I.-based products and services has surpassed expectations in today’s digital world. Security leaders have voiced apprehension that amidst the enthusiasm for A.I.’s potential, essential security and assurance factors are being disregarded. In this one-hour session, we will delve into the rapidly evolving landscape of artificial intelligence in the legal industry and explore the potential threats it poses to law firms. From A.I.-generated deepfakes that challenge client confidentiality to the implications of A.I. bias and fairness in legal decision-making, we will address the risks head-on. Our expert speakers will highlight real-world examples of AI-driven attacks and data breaches, providing a comprehensive understanding of the challenges faced by law firms in the current digital age. Moreover, we will share practical strategies and best practices to secure A.I. systems and data, ensuring your firm is well-prepared to safeguard against emerging A.I. threats. Don’t miss this opportunity to gain valuable insights and explore cutting-edge cybersecurity solutions tailored to protect your law firm from AI-related vulnerabilities.

Ron Frechette, CEO & Managing Partner, GoldSky Security. Ron Frechette serves as CEO (Chief Evangelist Officer) and Managing Partner for GoldSky Security. Frechette is a seasoned entrepreneur who has over 30 years of experience building service-based businesses from concept to cashflow across various industries. Ron was introduced to the information security industry in 2009 when he was contracted by a former colleague to build a healthcare security and compliance practice for Coalfire Systems. Under his leadership, he set up offices across the region while recruiting, hiring, and managing a team of Regional Sales Managers selling IT Governance, Risk and Compliance services throughout the Southeastern US and Caribbean. In 2015. After five years and fulfilling his obligation to Coalfire, Ron saw the need and had a passion to help small and midsize businesses (SMBs) build formal cybersecurity, privacy, and compliance programs.  He founded GoldSky Security in 2016 with the core purpose of educating, transforming and protecting SMBs from the onslaught of cyber-attacks we see in today’s Digital Age.  Ron is a proud US Coast Guard veteran and served as an active volunteer with the Boy Scouts of America for over 20 years.  He enjoys giving back to his community through various charitable organizations.

Bob Cohen – CBCP, ISO 27001 Lead Implementer, ISO 22301 Lead Auditor & Implementer Mid-Atlantic Practice Director for GoldSky Security. “Commander” Bob Cohen brings over 2o years of experience in all aspects of information assurance, and all security disciplines. Some of Bob’s expertise includes ISO 27001 consulting support, ISO Internal Audits, Security Risk Assessments, Recovery Strategies Analysis, Recovery Plan development as well as recovery and cyber incident response training for public and private sector clients. Additionally, he assisted cloud service providers in obtaining their federal government certification under the Federal Risk and Authorization Management Program (FedRAMP), and conducted gap assessments under ISO and federal government frameworks.  Bob is a proud Navy veteran who served as a Naval Intelligence Officer.

Margaret S. “Peggy” Hewitt. Peggy Hewitt is the Resources and Services Manager for the Florida Lawyers Mutual Insurance Company, providing risk management and continuing legal education materials to FLMIC members and the Florida Bar.  Before coming to FLMIC, Ms. Hewitt was a 20+ year partner of Jones, Hurley & Hand, P.A., a member of the United States Supreme Court Bar, and was designated an “AV” Peer Review Rated Lawyer.  Prior to JH&H, Ms. Hewitt was in-house litigation counsel for the Walt Disney Company, Assistant General Counsel for the Sheriff of Orange County, and an Assistant State Attorney for the 9^thJudicial Circuit.  Ms. Hewitt has an extensive library of articles and advisories for legal and risk management publications; her Florida Bar CLE manuals and presentations include “Trying a Difficult Liability Case in Florida.”  She has been an accredited CEU presenter for the Florida Department of Finance since 2002 and has presented legal topics at the ABA Annual Conference and numerous NRRDA National Conferences.

Details coming soon.

Free Wednesday Wisdom Zoom webinar for Solo & Small Firm Section members* by Brandon Sapp, Brandon Sapp Law PLLC, Orlando, (Plaintiff’s Perspective); Charise Morgan, Zurich North America, Miami, (Defense Perspective); and Jamie Billotte Moses, Holland & Knight LLP, Orlando, (Appellate Perspective). Moderator: Rebekah Taylor, RT Mediation and Consulting, LLC, Lake Mary. Host: Judge Jennifer Kuyrkendall Griffin, 3rd Judicial Circuit. View the presenter and moderator bios here. Course number 8342 is approved for 1 CLE. REGISTER

*Registration will be approved when section membership is confirmed.

DESCRIPTION: This program is a panel discussion that will be educational and practical. The panelists will discuss the new law changes and how attorneys have adapted. The panelists will share real-life insights and examples of how attorneys have worked cases differently based on tort reform changes. The panelists will address statute of limitations, bad faith, boarding medical bills, and fault, among other topics. Jamie Moses will discuss appellate challenges that are forming and their implications that are developing in the legal community.

Brandon Sapp, Brandon Sapp Law PLLC, Orlando, (Plaintiff’s Perspective); Charise Morgan, Zurich North America, Miami, (Defense Perspective); and Jamie Billotte Moses, Holland & Knight LLP, Orlando, (Appellate Perspective). Moderator: Rebekah Taylor, RT Mediation and Consulting, LLC, Lake Mary.

The Destination CLE Trip includes:
– Accommodation at beautiful downtown hotels
– Breakfasts at the hotels
– Train transportation between cities
– Free Wi-Fi

Optional Items (Inquire for costs)
– Local transfers (arrival and departures)
– Private tours
– Extra nights (Madrid and Granada)
– Higher room categories

RESERVATIONS:  Starting From $5,751 EU Double Occupancy / $5,551 EU Single Occupancy. For more information, please contact travel agent Lionel Moolchan, Lorraine Travel, 305-446-4433 ext. 3100, 10 AM to 5:30 PM EST, lionel@lorrainetravel.com.

Special thanks to David C. Prather, Esq. of Smith, Ball, Báez & Prather, expert in catastrophic injuries and wrongful death involving auto accidents, commercial truck accidents, and negligent security, for his sponsorship of the Section’s Destination Events, including the 2024 Destination trip to Southern Spain.

Free Wednesday Wisdom Zoom CLE for Solo & Small Firm Section members* by Masimba Mutamba, West Palm Beach, and Ashley Sybesma, Key West. Moderator: Judge Jennifer Kuyrkendall Griffin, 3rd Judicial Circuit. Course number 8343 is approved for 1 CLE; and 1 Immigration and Nationality Law certification credit.

*Registration will be approved when section membership is confirmed. REGISTER

Masimba M. Mutamba is a seasoned civil rights and immigration attorney with over a decade’s worth of experience handling complex issues for individuals and businesses alike.

Prior to being a Founding Partner with the firm, Masimba was the Human Rights Defense Center (“HRDC”)’s inaugural William A. Trine Fellow. In that role, he litigated civil rights cases all over the country, including filing petitions with the U.S. Supreme Court. Masimba advanced the civil rights of media organizations, individuals, and classes of individuals imprisoned in the nation’s jails, prisons, and federal immigration detention centers. He filed First Amendment lawsuits around the country challenging censorship policies that greatly curtailed the rights of book and newspaper publishers and family members to contact people in custody. He also brought federal and state consumer class action claims, and appealed lower court decisions, to fight against the predatory schemes of some private companies targeting prisoners or the families who sought to maintain contact with them. Furthermore, Masimba litigated Eighth Amendment lawsuits against corrections and medical staff who subjected prisoners to cruel and unusual punishment that resulted in their catastrophic injury or death. Masimba now employs his extensive expertise on these issues as a civil rights consultant around the country.

Masimba has also represented clients across the country and beyond U.S. borders in obtaining a wide array of non-immigrant and immigrant visas, including but not limited to: student (F) visas; cultural exchange (J) visas; religious worker (R) visas; crewmember (D) visas; exceptional talent (O) visas; performing athlete, artist, entertainer (P) visas; specialty occupation (H-1B) visas; intracompany transferee (L) visas; and treaty trader/treaty investor (E) visas.

In addition to assisting clients with visa applications, Mr. Mutamba has also filed administrative appeals with the Administrative Appeals Office (AAO) of the U.S. Citizenship and Immigration Service (USCIS) and, when necessary, filed federal district court lawsuits and Circuit Courts of Appeals Petitions for Review against the U.S. Department of Homeland Security (DHS) and its subordinate agencies, including the USCIS and U.S. Immigration and Customs Enforcement (ICE). He is also experienced in advancing Freedom of Information Act (FOIA) requests and lawsuits in furtherance of his client’s immigration cases.

Mr. Mutamba is currently a representative of the Fifteenth Judicial Circuit on the Florida Bar Young Lawyers Division’s Board of Governors, and is member of the Florida Bar’s standing Committee on Media & Communications Law. In his local community, Masimba is actively involved in the F. Malcolm Cunningham, Sr. Bar Association, the Palm Beach County Bar Association’s standing Committee for Diversity and Inclusion, and that Bar Association’s Young Lawyers Section.

Registration is OPEN for the 2024 Florida Law Update live webcast option. Register through the Annual Florida Bar Convention (opening soon) if you plan to join us in person at the Signia by Hilton Orlando Bonnet Creek for this popular program. Special thanks to Program Chair and Moderator Jennifer Kuyrkendall Griffin, Suwanee County Judge.

June 20, 7:55 AM–4:25 PM. Course number 8389 is approved for 8 CLE Credits and 1 certification credit in each respective practice area. Solo & Small Firm Section members register for the live webcast for only $305. REGISTER FOR THE LIVE WEBCAST

SCHEDULE & PRESENTERS

7:55 – 8 AM Opening Remarks:  Judge Jennifer Kuyrkendall Griffin, Program Chair

8 – 8:50 AM Business Law:  Manuel Farach, West Palm Beach & Brian Barakat, Coral Gables

8:50 – 9:40 AM Family Law:  Magistrate Diane Kirigin, Delray Beach

9:40 – 10:30 AM Employment Law:  Christopher Johnson, Tampa

10:30 – 10:45 AM Break

10:45 – 11:35 AM Health Law:  David Allen, Miami

11:35 AM – 12:20 PM General Civil and Personal Injury:  James “Jim” Gordon, Orlando

12:20 – 1:45 PM Lunch (on your own)

1:45 – 2:35 PM Elder Law:  Collett Small, Pembroke Pines

2:35 – 3:25 PM Estate Planning:  Amy Fanzlaw, Boca Raton

3:25 – 3:35 PM Break

3:35 – 4:25 PM Criminal Law:  Natalie Kato, Tallahassee

Free Wednesday Wisdom live Zoom webinar for Solo & Small Firm Section members* by Kate Bell, Clio Affinity Partnerships Manager. Moderator: Jennifer Kuyrkendall Griffin, Suwanee County Judge. Course number and CLE credit pending approval. REGISTER

*Registration will be approved when section membership is confirmed.

Law firm automation frees up lawyers to focus on utilization efficiencies, improving the success of their firm and client experience. In this session, we’ll walk through the importance and rise of automation in the legal profession, discuss key considerations to keep in mind, and learn the formula for automating the most tedious tasks at your firm with the power of AI.

Kate currently serves as a Clio Affinity Partnerships Manager, where she leverages her background in law firm management and consulting to forge strategic alliances and collaborations. Her expertise lies in fostering partnerships that drive innovation and elevate the legal profession.