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Beyond the Award Letter: Expanding Your Advocacy to Include Economic Empowerment Through Work – 2026 Spring National Conference – Track I (Presented by National Organization of Social Security Claimants’ Representatives)

2026-04-23 14:45:00

1 hours

2026-04-23 14:45:00

1 Credits

Expand disability advocacy beyond the award letter, learn to coordinate employment networks, work incentives, and workforce programs that help clients achieve economic independence while protecting benefits.

2026-04-23 14:45:00

1 hours

Expand disability advocacy beyond the award letter, learn to coordinate employment networks, work incentives, and workforce programs that help clients achieve economic independence while protecting benefits.

2026-04-23 14:45:00

1 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will examine the legal framework governing employment for disability beneficiaries, including work incentive rules, reporting obligations, and how workforce partners support employment transitions.

What will you gain

Attorneys will gain practical strategies for coordinating with workforce and benefits-planning professionals, identifying earnings threshold risks, and integrating economic empowerment planning into disability advocacy.

Ticket ecosystem
Understand how federal employment programs support long-term workforce participation.
Workforce collaboration
Coordinate with state workforce agencies and vocational training programs effectively.
Earnings thresholds
Apply substantial gainful activity rules to eligibility and benefit continuation analysis.
Overpayment prevention
Apply risk mitigation strategies when clients begin working while receiving benefits.
Self-sufficiency advocacy
Support employment goals without compromising existing disability benefit protections.
Employment planning
Incorporate workforce planning tools into ongoing disability advocacy and representation.

What will you learn

Attorneys will examine the legal framework governing employment for disability beneficiaries, including work incentive rules, reporting obligations, and how workforce partners support employment transitions.

What will you gain

Attorneys will gain practical strategies for coordinating with workforce and benefits-planning professionals, identifying earnings threshold risks, and integrating economic empowerment planning into disability advocacy.

Agenda

SESSSION 1

Employment Networks (ENs)

SESSSION 2

State Vocational Rehabilitation

SESSSION 3

Work Incentives Planning and Assistance Project (WIPA)

SESSSION 4

State Workforce

SESSSION 5

Protection and Advocacy for Beneficiaries of Social Security (PABSS)

clock 2:45 pm - 3:00 pm EST

Employment Networks (ENs)

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

This segment examines how Employment Networks assist disability beneficiaries pursuing sustainable employment under the Ticket to Work program. Attorneys will learn how to coordinate with Employment Networks to support clients transitioning from benefits to work while building long-term economic independence.

Eligible for up to 1 CLE Credit Hour.

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Thursday, April 23, 2026.

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

clock 3:00 pm - 3:10 pm EST

State Vocational Rehabilitation

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

This segment explores how State Vocational Rehabilitation agencies help individuals with disabilities prepare for and maintain employment. Attorneys will learn how to collaborate with vocational rehabilitation counselors to align employment goals with clients’ functional abilities and long-term plans.

Eligible for up to 1 CLE Credit Hour.

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Thursday, April 23, 2026.

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

clock 3:10 pm - 3:25 pm EST

Work Incentives Planning and Assistance Project (WIPA)

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

This segment focuses on how Work Incentives Planning and Assistance programs provide individualized benefits counseling for beneficiaries considering employment. Attorneys will learn how accurate benefits planning reduces overpayment risk and how to incorporate counseling into broader client advocacy strategies.

Eligible for up to 1 CLE Credit Hour.

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Thursday, April 23, 2026.

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

clock 3:25 pm - 3:30 pm EST

State Workforce

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

This segment examines how state workforce systems support individuals with disabilities entering or reentering the labor market. Attorneys will learn how workforce agencies provide job training and career counseling, and how to collaborate with workforce professionals to expand employment pathways for clients.

Eligible for up to 1 CLE Credit Hour.

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Thursday, April 23, 2026.

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

clock 3:30 pm - 3:45 pm EST

Protection and Advocacy for Beneficiaries of Social Security (PABSS)

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

This segment explores how Protection and Advocacy for Beneficiaries of Social Security programs provide legal advocacy for beneficiaries facing employment barriers. Attorneys will learn how these representatives address workplace discrimination and employment rights disputes that may prevent clients from pursuing independence.

Eligible for up to 1 CLE Credit Hour.

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Thursday, April 23, 2026.

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

01 05
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Stephanie Whelan

EmployReward Solutions (ERS)

Rob Pfaff

EmployReward Solutions (ERS)

Tripp Carter

EmployReward Solutions (ERS)

Lindsey Braciale

Advocations

Debora Wagner

Cornell University Yang-Tan Institute

Megan Jones

Disability Rights Maryland

Stephanie Whelan

EmployReward Solutions (ERS)

Stephanie Whelan, LISW-CP, LICSW is the Director of Workforce Strategy and Operations at EmployReward Solutions (ERS), a national Employment Network under the Social Security Administration’s Ticket to Work Program. In this role, she drives strategic workforce initiatives and operational excellence to empower individuals with disabilities through meaningful employment opportunities. Stephanie holds dual licensure as a Licensed Independent Social Worker — certified in South Carolina (LISW-CP) and licensed in Massachusetts (LICSW) — bringing a clinical and human-centered perspective to the intersection of disability, workforce development, and program operations.

Education & Credentials

Stephanie holds dual social work licensure as a Licensed Independent Social Worker — certified in South Carolina (LISW-CP) and licensed in Massachusetts (LICSW). These clinical credentials reflect advanced training in social work practice and her commitment to bringing a person-centered, strengths-based approach to workforce strategy and disability employment services. Her licensure in two states underscores the breadth of her professional standing and the rigor of her clinical and operational background. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

As Director of Workforce Strategy and Operations at ERS, Stephanie holds a leadership role at the intersection of clinical social work, workforce development, and Ticket to Work program management. Her dual LISW licensure distinguishes her within the Employment Network space, where clinical expertise is a significant asset in designing and delivering services that meet the complex needs of Social Security beneficiaries pursuing employment. Her commitment to operational excellence and strategic workforce initiatives reflects a professional philosophy centered on empowering individuals with disabilities to achieve sustainable employment and greater independence.

Professional Involvement

Stephanie's professional involvement bridges clinical social work practice and disability employment program operations. As Director of Workforce Strategy and Operations at ERS, she leads initiatives that align the organization's workforce programs with the needs of ticketholders and the operational requirements of a national Employment Network. Her LISW credentials bring a clinical lens to program design and service delivery — ensuring that the human dimensions of disability, employment, and benefits intersect in ways that genuinely support individuals on their path to self-sufficiency.

Experience

Stephanie's background in licensed clinical social work informs every dimension of her role as Director of Workforce Strategy and Operations at EmployReward Solutions. At ERS — a national Employment Network under the SSA's Ticket to Work Program — she leads workforce strategy and operational functions designed to help Social Security beneficiaries access and sustain meaningful employment. Her dual licensure as an LISW in South Carolina and Massachusetts reflects a depth of clinical training that equips her to approach workforce development with the empathy, rigor, and person-centered values that define effective disability employment services.

Stephanie Whelan

EmployReward Solutions (ERS)

Stephanie Whelan, LISW-CP, LICSW is the Director of Workforce Strategy and Operations at EmployReward Solutions (ERS), a national Employment Network under the Social Security Administration’s Ticket to Work Program. In this role, she drives strategic workforce initiatives and operational excellence to empower individuals with disabilities through meaningful employment opportunities. Stephanie holds dual licensure as a Licensed Independent Social Worker — certified in South Carolina (LISW-CP) and licensed in Massachusetts (LICSW) — bringing a clinical and human-centered perspective to the intersection of disability, workforce development, and program operations.

Education & Credentials

Stephanie holds dual social work licensure as a Licensed Independent Social Worker — certified in South Carolina (LISW-CP) and licensed in Massachusetts (LICSW). These clinical credentials reflect advanced training in social work practice and her commitment to bringing a person-centered, strengths-based approach to workforce strategy and disability employment services. Her licensure in two states underscores the breadth of her professional standing and the rigor of her clinical and operational background. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

As Director of Workforce Strategy and Operations at ERS, Stephanie holds a leadership role at the intersection of clinical social work, workforce development, and Ticket to Work program management. Her dual LISW licensure distinguishes her within the Employment Network space, where clinical expertise is a significant asset in designing and delivering services that meet the complex needs of Social Security beneficiaries pursuing employment. Her commitment to operational excellence and strategic workforce initiatives reflects a professional philosophy centered on empowering individuals with disabilities to achieve sustainable employment and greater independence.

Professional Involvement

Stephanie's professional involvement bridges clinical social work practice and disability employment program operations. As Director of Workforce Strategy and Operations at ERS, she leads initiatives that align the organization's workforce programs with the needs of ticketholders and the operational requirements of a national Employment Network. Her LISW credentials bring a clinical lens to program design and service delivery — ensuring that the human dimensions of disability, employment, and benefits intersect in ways that genuinely support individuals on their path to self-sufficiency.

Experience

Stephanie's background in licensed clinical social work informs every dimension of her role as Director of Workforce Strategy and Operations at EmployReward Solutions. At ERS — a national Employment Network under the SSA's Ticket to Work Program — she leads workforce strategy and operational functions designed to help Social Security beneficiaries access and sustain meaningful employment. Her dual licensure as an LISW in South Carolina and Massachusetts reflects a depth of clinical training that equips her to approach workforce development with the empathy, rigor, and person-centered values that define effective disability employment services.

Rob Pfaff

EmployReward Solutions (ERS)

Rob Pfaff is the Chief Operating Officer of EmployReward Solutions (ERS), bringing over 25 years of federal leadership experience in disability policy, program operations, and employment support. Before joining ERS, he served as Director of the Office of Employment Support at the Social Security Administration, where he led the Ticket to Work Program and related initiatives designed to help SSA beneficiaries achieve self-sufficiency through employment. His federal career also included roles as Director in SSA’s Office of Medical and Vocational Expertise, disability adjudicator, vocational rehabilitation specialist, and a detail to the U.S. House of Representatives Social Security Subcommittee. His leadership has influenced national disability policy, expanded access to benefits and employment for underserved communities, and strengthened cross-sector collaboration on behalf of individuals with disabilities.

Education & Credentials

Rob's credentials are anchored in more than 25 years of senior federal service at the Social Security Administration. He has held roles spanning disability adjudication, vocational rehabilitation, program management, and executive leadership — including Director of SSA's Office of Employment Support and Director in the Office of Medical and Vocational Expertise. His detail to the U.S. House of Representatives Social Security Subcommittee reflects the cross-institutional trust he earned through his federal career. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

Rob's leadership at the federal level has had measurable national impact. As Director of SSA's Office of Employment Support, he led the Ticket to Work Program — one of the federal government's principal mechanisms for helping disability beneficiaries transition to employment and self-sufficiency. His policy influence has expanded access to benefits and employment for underserved communities and advanced cross-sector collaboration in the disability services space. He now brings that experience to bear as COO of EmployReward Solutions, where he continues to shape how employment support is delivered to Social Security beneficiaries nationwide.

Professional Involvement

Rob's professional engagement spans federal policy, program administration, and the private disability employment sector. During his federal career, he worked across SSA's program, medical, and vocational operations and engaged directly with Congress through his detail to the Social Security Subcommittee of the U.S. House of Representatives. At ERS, he continues that tradition of cross-sector collaboration, working to align mission-driven employment support with the operational and compliance demands of a national Employment Network serving Social Security beneficiaries.

Experience

Rob's career spans more than 25 years of federal service at the Social Security Administration in roles of increasing responsibility — from disability adjudicator and vocational rehabilitation specialist to director-level leadership in SSA's employment support and medical vocational expertise offices. As Director of the Office of Employment Support, he led the Ticket to Work Program and helped shape national policy on disability and employment. A detail to the House Social Security Subcommittee further broadened his policy perspective. As COO of EmployReward Solutions, he now applies that deep institutional knowledge to lead operations for a national Employment Network committed to helping Social Security beneficiaries achieve economic independence through employment.

Tripp Carter

EmployReward Solutions (ERS)

Tripp Carter is Vice President of Compliance & Special Projects at EmployReward Solutions (ERS), a national Employment Network under the Social Security Administration’s Ticket to Work Program. Since joining ERS in 2010, he has contributed across the full scope of the organization’s growth — leading strategic partnerships, operational improvements, and software development alongside hands-on service delivery. With nearly 15 years of experience, Tripp specializes in program compliance, inclusive recruitment partnerships, and leveraging technology to improve outcomes for ticketholders and employers. He is a committed advocate for disability inclusion and works to connect mission-driven services with measurable, real-world results.

Education & Credentials

Tripp brings nearly 15 years of specialized experience in the Social Security Administration's Ticket to Work Program to his role at ERS. His expertise spans program compliance, inclusive employment partnerships, technology-driven service delivery, and operational leadership within a national Employment Network — a combination that reflects both practical and strategic depth in the disability employment field. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

Tripp's tenure at ERS since 2010 and his advancement to Vice President of Compliance & Special Projects reflect the organization's confidence in his expertise and leadership. Over nearly 15 years, he has contributed to ERS's growth at every level — from direct service delivery to strategic partnership development and software innovation. His focus on connecting mission-driven services with measurable outcomes has positioned ERS as an effective and forward-looking Employment Network within the Ticket to Work ecosystem, and his advocacy for disability inclusion gives his compliance and operational work a clear sense of purpose.

Professional Involvement

Tripp is actively engaged in advancing disability inclusion through strategic partnerships, compliance leadership, and technology innovation at ERS. His work in inclusive recruitment partnerships reflects a commitment to connecting employers with disability-inclusive hiring practices and ticketholders with meaningful employment opportunities. His involvement in software development at ERS demonstrates a forward-thinking approach to improving the systems that support beneficiaries, employers, and the Employment Network infrastructure — an increasingly important dimension of effective Ticket to Work program delivery.

Experience

Tripp has been with EmployReward Solutions since 2010, building nearly 15 years of experience across compliance, operations, partnerships, and technology in the Ticket to Work program space. His career at ERS has spanned hands-on service delivery and executive-level leadership, giving him a ground-level and strategic understanding of how Employment Networks can most effectively serve Social Security beneficiaries. As Vice President of Compliance & Special Projects, he leads the organization's compliance function and drives special initiatives that advance ERS's mission of supporting disability inclusion and employment — combining operational rigor with a genuine commitment to the individuals ERS serves.

Lindsey Braciale

Advocations

Lindsey Braciale is a social entrepreneur and workforce innovator working at the intersection of data, legal advocacy, and human potential. As the Founder and CEO of Advocations, she has spent nearly two decades demonstrating that disability-inclusive employment is a powerful engine for economic growth. Under her leadership, Advocations has dismantled systemic barriers for over 21,000 individuals, transforming perceived risks into resilient, competitive workforces. A Certified Rehabilitation Counselor and Work Incentive Practitioner, her work is deeply rooted in the practical realities of the Social Security system, and her impact spans from building programs at Fortune-ranked companies to shaping City of Charlotte policies.

Education & Credentials

Lindsey Braciale studied Cognitive Science, with a concentration in Computer Science and Psychology, at the University of Virginia. She went on to earn a Master's in Rehabilitation Counseling from Virginia Commonwealth University. To expand her business acumen, she completed the executive education program at Dartmouth's Tuck School of Business. She is currently a Law and Leadership Scholar at Case Western Reserve University School of Law. Professionally, she holds credentials as a Certified Rehabilitation Counselor and Work Incentive Practitioner.

Recognition & Leadership

Lindsey Braciale is a pitch finalist on ABC's Shark Tank and a recipient of the Small Business Administration's National Job Creator Award. As Founder and CEO of Advocations, she has led the organization to serve over 21,000 individuals, building programs at Fortune-ranked companies and contributing to the shaping of City of Charlotte policies.

Professional Involvement

As a Law and Leadership Scholar at Case Western Reserve University School of Law, Lindsey is currently pioneering an experiential education curriculum that bridges the gap between Social Security policy and frontline employment advocacy. Her work in this space is focused on equipping practitioners with tactical tools to disrupt what she identifies as the "SSI-to-crime pipeline," fueled by the reality that SSI removal for transition-aged youth increases annual incarceration risks by 60% over two decades. She is advancing legal advocacy as a tool to further her mission of making disability inclusion a cornerstone of sustainable, realworld opportunity.

Experience

Lindsey Braciale brings nearly two decades of experience in disability-inclusive workforce development as the Founder and CEO of Advocations. Her multidisciplinary background spans rehabilitation counseling, work incentive practice, cognitive science, business strategy, and legal advocacy. She has built programs at Fortune-ranked companies, influenced municipal policy in Charlotte, and developed workforce solutions that have served over 21,000 individuals. Currently pursuing legal studies at Case Western Reserve University School of Law, she is developing an experiential education curriculum designed to equip frontline practitioners with the Social Security policy knowledge needed to create sustainable employment pathways for individuals at risk of systemic failure.

Debora Wagner

Cornell University Yang-Tan Institute

Debora Wagner is a nationally recognized specialist in Social Security work incentives and benefits law, with a career spanning legal services, law school clinical education, and policy-level training and advocacy. She spent 25 years representing individuals with disabilities in benefits cases before the Department of Veterans Affairs and the Social Security Administration, with a specialization in work incentives planning. Since December 2021, she has been a member of the Work Incentive Support Center at Cornell University’s Yang-Tan Institute, where she provides work incentives training and technical assistance. She serves on the Board of Directors of the National Association of Benefits and Work Incentives Specialists (NABWIS), on the SSA’s Standing Committee of Medical and Vocational Experts for Disability Programs, and became a member of the National Academy of Social Insurance in January 2025.

Education & Credentials

Debora's credentials reflect a distinguished career at the intersection of law, clinical education, and disability benefits advocacy. She has taught at the University of Cincinnati College of Law, the University of Denver Sturm College of Law, and Saint Louis University School of Law, with a focus on clinical legal education and poverty law. She has served as Managing Attorney at both Colorado Legal Services and the Legal Aid Society of Greater Cincinnati, and holds deep specialization in Social Security work incentives, VA benefits, and post-entitlement issues. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

Debora serves on the Board of Directors of the National Association of Benefits and Work Incentives Specialists (NABWIS), a role she has held since June 2022, and on the Social Security Administration's Standing Committee of Medical and Vocational Experts for Disability Programs — two positions that place her among the most influential voices in the work incentives and disability benefits community. In January 2025, she was welcomed into the National Academy of Social Insurance, further recognizing her expertise and contributions to the field. She is frequently invited to present on Social Security post-entitlement issues and the intersection of VA and Social Security benefits.

Professional Involvement

Debora's professional involvement spans direct legal representation, law school clinical teaching, statewide training network support, and national policy engagement. From 2016 to 2022, she provided training and technical assistance to Ohio's statewide network of work incentives planners. Since joining Cornell University's Yang-Tan Institute in December 2021, she has continued that work at a national level through the Work Incentive Support Center. Her board service at NABWIS, her committee role at SSA, and her membership in the National Academy of Social Insurance reflect a career defined by sustained engagement at every level of the disability benefits ecosystem.

Experience

Over a 25-year career in legal services and law school clinical programs, Debora represented individuals with disabilities in benefits cases before the VA and the SSA, specializing in work incentives planning. She served as Managing Attorney at Colorado Legal Services and the Legal Aid Society of Greater Cincinnati, and taught clinical legal education and poverty law at three law schools. From 2016 to 2022, she supported Ohio's statewide work incentives planning network before joining Cornell University's Yang-Tan Institute in 2021. Her current work combines national training and technical assistance on work incentives with leadership roles at NABWIS and SSA's Standing Committee of Medical and Vocational Experts — making her one of the most experienced and broadly credentialed practitioners in the country on the intersection of work, disability, and federal benefits.

Megan Jones

Disability Rights Maryland

Megan Jones is a managing attorney with Disability Rights Maryland (DRM), Maryland’s Protection and Advocacy (P&A) Agency for individuals with disabilities. Since entering the P&A system in 2015, she has built a career dedicated to advancing the rights and employment opportunities of individuals with disabilities across multiple states. Prior to joining DRM in 2019, she gained experience in the P&A system through positions in Florida and Connecticut, and she now leads two of DRM’s core program areas in Maryland.

Education & Credentials

Megan Jones earned her law degree from Quinnipiac University School of Law and was licensed to practice law in Florida in 2015. She holds the Esquire (Esq.) designation and practices as an attorney at Disability Rights Maryland.

Recognition & Leadership

Megan Jones oversees DRM's work on the Protection and Advocacy for Beneficiaries of Social Security (PABSS) project and manages DRM's Children's Education and Mental Health team. Her involvement in the P&A system spans work at three state-level Protection and Advocacy agencies, Disability Rights Florida, Disability Rights Connecticut, and Disability Rights Maryland, reflecting a sustained commitment to disability advocacy across jurisdictions.

Experience

Megan Jones has been involved in work through the Protection and Advocacy system since 2015. Prior to joining Disability Rights Maryland in 2019, she worked on the PABSS project and the Client Assistance Program (CAP) on behalf of clients of Vocational Rehabilitation at both Disability Rights Florida and Disability Rights Connecticut, the respective P&A agencies for those states. Since joining DRM, she has served as a managing attorney overseeing the PABSS project and leading DRM's Children's Education and Mental Health team, bringing her multistate P&A experience to bear in support of individuals with disabilities in Maryland.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Attorneys who understand the full ecosystem of employment support programs can help disability clients pursue economic independence without triggering benefit loss, overpayments, or compliance failures.
7.1M
americans were receiving Social Security disability insurance benefits as of July 2025, making employment transition guidance and work incentive compliance a frequent and consequential part of disability representation.
48%
nearly half of SSDI beneficiaries report having work goals or expectations. Despite strong interest in employment, legal and procedural barriers often prevent beneficiaries from successfully transitioning to work.
1.1M+
social security disability beneficiaries work in a given year while receiving benefits. Attorneys must understand the compliance requirements that govern earnings reporting and benefit adjustments.
13%+
disability beneficiaries have earnings from work during a given year. This demonstrates that work activity among beneficiaries is significant and frequently intersects with legal representation.

Explore Our Featured Programs

Tax strategies for self-employed attorneys covering deductions, S corp structures, and retirement planning to maximize savings legally.

September 5, 2025

3 Hour Program

MCLE Credits

Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!

In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

  • Self-Employed Attorneys in a partnership
  • Solo Attorneys running their own firm
  • Any attorney considering opening their own firm

Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.

Key topics to be discussed:

  • How running a home-based business can open the door to massive deductions
  • The secrets to deducting meals, vacations, and even your kids’ college tuition—legally
  • Audit-proof your tax return and ensure your business isn’t labeled a “hobby” by the IRS
  • How to choose the best business entity (and where to set it up) to maximize tax advantages
  • Why a Subchapter S Corporation could be the golden ticket to saving thousands
  • Unlock the power of home office deductions and car write-offs without triggering red flags
  • How to safely write off a second home and maximize real estate tax savings that most people miss
  • Strategies for supercharging your fringe benefits and saving up to 40% on taxes by turbocharging your retirement savings
  • Critical Apps that can make tracking auto miles and expenses a breeze!

Closed-captioning available

2025-09-05 13:00:00

Learn generative AI fundamentals and build custom GPTs to automate legal workflows—no coding required.

October 30, 2025

2 Hour Program

MCLE Credits

This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.

Key topics to be discussed:

  • Foundations of generative AI
  • Custom GPTs & Copilot agents
  • Scaling with projects & platforms

Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

2025-10-30 14:00:00

Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

May 8, 2026

2 Hour Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

  • Revocable vs. irrevocable
    • Flexibility
    • Tax treatment
    • Asset protection
    • Life circumstances
  • Revocable trusts
    • Joint vs. his & hers
    • Income taxes
    • Estate taxes
    • Ideal candidates

Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue

In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.

Key topics to be discussed:

  • Common types of irrevocable trusts
    • Medicaid asset protection
    • Spousal lifetime access
    • Irrevocable life insurance
    • Special needs
    • Drafting tips
  • Trust administration
    • Separate EIN needs
    • 4 key phases of trust administration
    • Avoiding trust contests
    • Protecting your fiduciary

Date / Time: December 11, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

2026-05-08 14:00:00

FAQ

Get answers before you ask

Are all CLE programs included with an unlimited pass purchase?

Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.

Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.

Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.

Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.

myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.

Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.

Expand Your Legal Expertise

Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Approved
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs