All Summit CLE will occur Friday, September 23, 2022
ATTENDANCE FORM
For attorneys licensed in Tennessee, Georgia & Mississippi. Others should see our CLE filing guide for information.
CLE Session 1 | 8:30 - 9:30 a.m. EDT
You Don’t Have to Be Scrooge McDuck to Properly Handle Your Firm Finances
Handling client money and firm finances can be overwhelming. This presentation will cover the basics of trust accounting rules and the day-to-day chores of reconciliation and recordkeeping, along with tricks about how to simplify your processes to avoid errors that often result in discipline for trust account violations.
Materials: Slide Presentation
Speakers:
- Brad Cranmer, Mansfield Melancon Cranmer & Dick, Louisiana
- Kortney Simmons, Casey, Simmons & Bryant PLLC, Tennessee
CLE Session 2 | 9:30 - 10:30 a.m. EDT
Don’t Be the Wicked Step-Mother: Managing Non-Attorney Staff and the Ethical Limits of the Work They Can Do
Managing employees takes skill and training no matter what the field, but young attorneys are often thrown into situations where they are managing staff that have significantly more legal experience than they have. Not only is that situation ripe for conflict, but then attorneys have to balance efficiency with complying with the unlawful practice of law rules of professional conduct. This panel will discuss best practices and how to work with your team for an efficient, ethical practice.
Materials: Slide Presentation
Speakers:
- Matt Gunn, Dinsmore, Kentucky
- Jess Waltman, Davis & Crump, Mississippi
- Claire Tuley, Baker Donelson, Tennessee
CLE Session 3 | 10:45 - 11:45 a.m. EDT
Dig a Little Deeper: Brand Building Power Hour
Join us for a series of interactive round-table style discussions about legal marketing topics that interest you in this speed networking format. Summit attendees will switch tables every 15 minutes when they hear the horn.
Table 1 — Developing Your Elevator Speech and Personal Brand
Hosted by Tennessee Bar Association Young Lawyers Division
- Brittany Faith, Grant, Konvalinka & Harrison PC, Tennessee
- Matt Brock, Best & Brock, Tennessee
Materials: 5 Keys to an Effective Elevator Pitch for Attorneys
Table 2 —Marketing through Bar Service - Why Marketing Matters Even in Government Practice
Hosted by Louisiana State Bar Association Young Lawyers Division
- Jennifer Lampton, Law Clerk, Orleans Parish Civil District Court, Louisiana
- Jared Nelson, Liskow & Lewis, Louisiana
Materials:
Table 3 —We Don’t Talk About Bruno and Other Marketing Things That Are Unethical Everywhere
Hosted by State Bar of Georgia Young Lawyers Division
- Rizza O’Connor, Bryant & O'Connor Law Firm, Georgia
- Adrienne Browning, Tucker & Browning Law, Georgia
Materials:
Table 4 — The Benefits of Pro Bono and Community Service
Hosted by American Bar Association Young Lawyers Division
- Rich Rivera, Smith, Gambrell & Russell, Florida
Lunch with CLE Session 4 | 12 - 1 p.m. EDT
Finding Justice: How Young Lawyers Can Become Young Judges; A Guide for Those Considering Judicial Service
This panel will feature young judges who will discuss how they came to their positions, navigating local and state politics, what they would and would not do differently if they had it to do again, and insights from the other side of the bench.
Materials:
Speakers:
- Judge Zack Walden, Tennessee (moderator)
- Judge Logan Murphy, Florida
- Judge Shayna Beevers Morvant, Louisiana
- Justice Andrew Pinson, Georgia
CLE Session 5 | 1 - 2 p.m. EDT
Reimagine Tomorrow: Diversity and Inclusion Within Your Firm
While the societal benefits of achieving a diverse and inclusive workforce is clear, awareness of the business case for diversity and inclusion is also now on the rise. Companies and law firms have increasingly begun to regard diversity and inclusion as a source of competitive advantage, and specifically, as a key enabler of growth. This panel will include legal leaders discussing the benefits of diversity and inclusion and its impact on profitability. Hear practical advice on how small and large organizations successfully incorporate diversity, inclusion and the elimination of bias into their respective cultures and how your firm can too.
Materials: Slide Presentation
Speakers:
- Kristen Amond, Mills & Amond LLP, Louisiana
- Quinton Thompson, Morgan & Morgan, Tennessee
- Dahlia Walker-Huntington, Law Offices of Dahlia A. Walker, Florida


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