wednesday, april 3 (networking and service day) · 2019. 3. 8. · wednesday, april 3rd (networking...

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Wednesday, April 3 rd (Networking and Service Day) Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction) Exhibit Hall Opens at 1:00pm (Salon Del Rey Prefunction and La Corona) 12:00pm – Riverwalk Boat Tours Meet in the hotel Lobby at Noon to walk a few blocks down the Riverwalk to take a boat tour. Tours are $20 per person and you can pay there. Also, we’ll be close to The Alamo. You can take a tour, or at least get a picture…you know, so you don’t forget it… 1:00-5:00pm Learning Lounge (TBA) The best way to get a head start; come to meet other attendees and take in as many 30- minute talks as you can. 5:00-6:00pm - 2019 NADR Service Project (Books Collected at Registration) Join us for our annual service project at 5:00pm where we will hold a book drive for soldiers traveling through the San Antonio USO. Soldiers serving the U.S. military often lack access to books, which they need for leisure reading, developmental goals, reading to their children via web cam, recovering from emotional trauma and enduring separation from loved ones. Please bring NEW books to be donated to troops, both heading abroad and returning to the U.S. Great reasons to donate to this project include; It lets U.S. troops know that people appreciate their service and sacrifice Helps U.S. troops stay mentally active with literature Helps U.S. troops stay connected to their children via web cam book reading Ensures that our troops have reading material that may help get them through tough times Connect with peers on a meaningful project We hope you will join us for another successful service project where we can give back to the local community while networking with fellow attendees. 7:00pm Meet n’ Greet (cash bar) (El Mirador, Top Floor) Let the reunion begin! This is a great time to meet new conference attendees and catch up with old friends!

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Page 1: Wednesday, April 3 (Networking and Service Day) · 2019. 3. 8. · Wednesday, April 3rd (Networking and Service Day) . Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

Wednesday, April 3rd (Networking and Service Day)

Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

Exhibit Hall Opens at 1:00pm (Salon Del Rey Prefunction and La Corona)

12:00pm – Riverwalk Boat Tours

Meet in the hotel Lobby at Noon to walk a few blocks down the Riverwalk to take a boat tour. Tours are $20 per person and you can pay there. Also, we’ll be close to The Alamo. You can take a tour, or at least get a picture…you know, so you don’t forget it…

1:00-5:00pm Learning Lounge (TBA)

The best way to get a head start; come to meet other attendees and take in as many 30-minute talks as you can.

5:00-6:00pm - 2019 NADR Service Project (Books Collected at Registration)

Join us for our annual service project at 5:00pm where we will hold a book drive for soldiers traveling through the San Antonio USO. Soldiers serving the U.S. military often lack access to books, which they need for leisure reading, developmental goals, reading to their children via web cam, recovering from emotional trauma and enduring separation from loved ones. Please bring NEW books to be donated to troops, both heading abroad and returning to the U.S. Great reasons to donate to this project include; • It lets U.S. troops know that people appreciate their service and sacrifice • Helps U.S. troops stay mentally active with literature • Helps U.S. troops stay connected to their children via web cam book reading • Ensures that our troops have reading material that may help get them through tough

times • Connect with peers on a meaningful project We hope you will join us for another successful service project where we can give back to the local community while networking with fellow attendees.

7:00pm Meet n’ Greet (cash bar) (El Mirador, Top Floor)

Let the reunion begin! This is a great time to meet new conference attendees and catch up with old friends!

Page 2: Wednesday, April 3 (Networking and Service Day) · 2019. 3. 8. · Wednesday, April 3rd (Networking and Service Day) . Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

Thursday, April 4th *All General Sessions Held in Salon A&B* Registration Desk and Exhibit Hall are open 7am-5pm

7:00-8:00am Networking Breakfast (Salon C)

8:00-8:30am Opening, President Phil Litteral

Special Guests: Dale Cowan, Jim Shaw, Art Kaufman, Chris Marois, Scot Whitaker, Bob McDowell and Steve Skinner

8:30-9:30am Using the A Section to Win Chris O’Connor, Esq. DDS and its consultants often make mistakes that would allow a case to be paid but for the mistake. These mistakes range from misclassification of past work to a phrase in a narrative portion of the MRFC that equals a listing. We call these "It’s unfortunate we are here cases" because had DDS followed agency policy the case would have been paid at initial application. Learn about what to look for in this section to make your best appeal.

9:30-10:30am -The New Normal - Effective Arguments Based on the New Medical Source Regulations Sarah H. Bohr, Esq. SSA has substantially revised its regulations addressing medical source evidence and has abolished the treating physician rule, for all new claims filed on or after March 27, 2017. This session will highlight these changes and include suggestions for potential arguments to make to the ALJ and the Appeals Council based on these recent regulatory changes.

10:30-11:00pm - Networking Break

Page 3: Wednesday, April 3 (Networking and Service Day) · 2019. 3. 8. · Wednesday, April 3rd (Networking and Service Day) . Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

11:00am-12:00pm Effective Social Security Disability Representation in Hearings; A Former ALJ’s Perspective Hon. David Hatfield Learn what makes an effective representative in disability cases before the Social Security Administration from a former Administrative Law Judge’s perspective. The presentation will contain examples of good and bad representation that he witnessed in his career, and will give specific practice tips to enhance a representative’s success in this field of law. Judge Hatfield was a favorite last year! Don’t miss it! 12:00-1:30pm Lunch On Your Own 1:30-2:30pm VE Panel Karen Starr, Silvio Reyes, Greg Cates and Gil Spruance This panel discussion, moderated by former and current VEs, will guide the attendee through four hypothetical scenarios while the panelist explain the tools used and the vocational reasoning to find jobs. Special topics including sit/stand and time off task will be presented. 2:30-3:00pm – Networking Break 3:00-4:00pm Winning Mental Impairment Claims in Light of the Revised Listings Meredith Marcus, Esq The 12.00 listings have changed within the last few years. Learn the new criteria and how to best present a mental impairment case with these changes in mind. 4:00pm Annual Business Meeting This meeting is open to all NADR members and will focus on the state of the organization as well as any new business. 7:00pm Annual President’s Banquet (El Mirador, Top Floor) Get ready to boot, scoot and boogie…or at least boogie! Our annual banquet will not disappoint. We will have an elegant dinner followed by entertainment by the talented members of NADR! 10:00pm NADR Afterparty The night owls can head down to the hotel bar, Dirty Nellie’s, to start the night!

Page 4: Wednesday, April 3 (Networking and Service Day) · 2019. 3. 8. · Wednesday, April 3rd (Networking and Service Day) . Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

Friday, April 5th 7:30-8:30am – Gold Sponsor Breakfast (Salon C) 8:30-9:30am – SSA Update Office of Retirement and Disability Policy, Mary Quatroche Get familiar with the latest SSA policy updates and future plans. 9:30-10:30am – OHO Update Office of Hearing Operations, Chief Judge Patrick Nagle A lot has changed this year in OHOs around the country. Learn what we can expect down the road! 10:30-11:00am – Networking Break 11:00am-12:00pm Legislative Update: Talk Show Style Jeanne Morin, NADR Public Policy Advisor Scot Whitaker, Legislative Chair Philip Litteral, NADR President Eva Sirman, CAE What is NADR doing to give members a voice in DC? Come to this interview with our legislative leaders to learn what NADR is working on that may affect our future. 12:00-1:30pm Lunch

Page 5: Wednesday, April 3 (Networking and Service Day) · 2019. 3. 8. · Wednesday, April 3rd (Networking and Service Day) . Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

1:30-2:30pm Breakout Session 1 – Choose One:

A. Formulating Hypotheticals and Understanding the Grids Dr. Silvio Reyes Properly formulating hypotheticals could shift the momentum of the case in the favor of the claimant. Attendees will be educated on key terms to be used in hypothetical development, proper formulation of a hypothetical, and addressing the hypotheticals formed by the ALJ. B. A Close Look at SSI Claims and Resources James Redmond Ever feel like you are in the dark in regard to specific rules and regulations pertaining to resources for SSI eligibility? Would you like to gain insights into SSI resource provisions so you can provide expert guidance to your clients? This session will focus on relevant topics such as: Plans for Achieving Self Support, Burial Fund Exclusions, Conditional Payments, Secrets to Winning Overpayment Waiver Arguments Resulting from Excess Resources, Uniform Gift to Minors Act, Exclusion of Trusts, Time Limits and Spend Down Rules.

2:30-3:30pm Breakout Session 2 – Choose One:

A. Enhancing Critical Thinking Skills in Social Security Disability Claims Melissa Smith, ADR An interactive workshop where you will be challenged to look at specific claims scenarios with critical thinking skills. It's easy in this business to get lost in the rules and regulations and forget about applying simple logic to client's cases. This presentation is a lot of fun and is a great way to meet other attendees! B. The Same Old Same Old Karl Osterhout, Esq. Did you know that even though the DOT has 12500 listed jobs, the evidence shows that only 40 of them are regularly relied on by ALJs to deny benefits based on RFCs for light and sedentary simple routine repetitive jobs? This is powerful information. Karl Osterhout will show you a way to attack EVERY SINGLE ONE OF THEM as an appropriate basis to deny benefits. To be clear, your work starts AFTER you’ve attended this presentation.

3:30-4:00pm Networking Break

Page 6: Wednesday, April 3 (Networking and Service Day) · 2019. 3. 8. · Wednesday, April 3rd (Networking and Service Day) . Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

Friday, April 5 continued 4:00- 5:30pm Roundtables (Salon C) Bringing back a favorite, this session will give attendees the opportunity to discuss current, relevant topics with other attendees. Some of the topics this year include:

• Preparing for challenging judges • Using GRIDS • Developing Case Theory • Intake Best Practices • Breaking Down Sequential Evaluation • Challenging Claimants • OIS Update • Central Scheduling Experiences • Tips for Improving Awards at Recon • Medical Records Updates/HITECH • Identifying a Case in Less than 5 Minutes • Technology Life Hacks for Small Practices • Setting your case up for success at FDC • Making the VE your Friend • Social Media and Your Business

5:30 – 6:30pm Sponsor Mixer (cash bar) (Prefunction and La Carona) Door prizes! Come hang out with our sponsors, learn about what services they can provide you. You might win a prize! We left the evening free so that you could make plans with other attendees and take in all of the beauty and culture San Antonio offers. Have Fun!

Page 7: Wednesday, April 3 (Networking and Service Day) · 2019. 3. 8. · Wednesday, April 3rd (Networking and Service Day) . Registration Open – 1:00pm-5:00pm (Salon Del Rey Prefunction)

Saturday, April 6th 7:30-8:30am Breakfast (Salon C) 8:30-9:30am Enhancing Our Allowances by Using Both Appendixes of the DOT Hon. Gerry Mariani The presentation will consist of actual hearing examples of utilizing both appendixes, the way federal courts have rules when confronting issues related to them, and the actual theory behind the contents of both appendixes. 9:30 – 10:30am Ethics in Social Security and SSI Practice Professor Robert Rains, Penn State Dickinson Law Professor Rains will present several hypothetical scenarios and will explain why the situation does or does not violate SSA policy using CFR citations for each. This course will cover the Ethics requirement for EDPNA credit for 2019 10:30 – 11:30am EDPNA CEU Criteria As a group, we will complete courses 2-4 which include watching the video, reading and discussing all materials regarding Relevant Dates, Program Uniformity at the Hearing and Appeals Council Levels, and Submission of Evidence. This course along with Professor Rains presentation will satisfy the 2019 EDPNA CEU criteria. Are you or someone you know planning on taking the EDPNA exam in 2019? This year, we will offer a LIVE study session at the conference! The session will be occurring the same time as the EDPNA courses (9:30-11:30am) and is free to attend in Salon C.