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Fall 2025 National Conference – Track I (Presented by National Organization of Social Security Claimants’ Representatives) (Day 3)

2025-09-11 12:00:00

13.5 hours

2025-09-11 12:00:00

13.5 hours

2025-09-11 12:00:00

13.5 Credits

Comprehensive Social Security disability practice training covering ethics, AI tools, VE cross-examination, creative advocacy strategies, and effective brief writing.

2025-09-11 12:00:00

13.5 hours

Comprehensive Social Security disability practice training covering ethics, AI tools, VE cross-examination, creative advocacy strategies, and effective brief writing.

2025-09-11 12:00:00

13.5 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

Course Overview

Mastering Social Security Disability Practice

Participants will learn fee ethics, creative advocacy techniques, AI integration, and effective brief writing for Social Security disability cases. These strategies immediately improve case outcomes and firm efficiency.

Key topics that will be covered

What will you learn

Attorneys will learn fee authorization requirements, creative advocacy strategies, AI implementation workflows, VE cross-examination techniques, law firm efficiency tools, and effective brief writing methods.

What will you gain

Attorneys will gain practical skills to win more cases, implement AI ethically, challenge vocational experts effectively, write persuasive briefs, and build stronger client relationships.

Ethics & Fees
Fee agreements must be submitted before favorable decisions with proper authorization.
Creative Advocacy
Match attorneys with judges they work best with and use real-time research.
AI Workflows
Use AI for medical record analysis while verifying all citations for accuracy.
VE Cross-Examination
Prepare questions tied to objective medical evidence using vocationally relevant terms.
Firm Efficiency
AI saves lawyers approximately five hours of billable time per week.
Brief Writing
Lead with your strongest argument and allow time for thorough editing.

What will you learn

Attorneys will learn fee authorization requirements, creative advocacy strategies, AI implementation workflows, VE cross-examination techniques, law firm efficiency tools, and effective brief writing methods.

What will you gain

Attorneys will gain practical skills to win more cases, implement AI ethically, challenge vocational experts effectively, write persuasive briefs, and build stronger client relationships.

Agenda

Session 1

Cross-Examining Vocational Experts the 24-3p Way

Session 2

Building World Class Physician Source Statements

Session 3

Evidence Beyond Medical Records: E-Section Strategies

Session 4

Rebutting Vocational Nonsense with Vocational Data

Session 5

Ethics and Fees: Regulation and Interaction

Session 6

Creative Strategies for Winning More Cases

Session 7

Practical AI Workflows for Disability Practice

Session 8

Medical Evidence for Effective VE Cross-Examination

Session 9

Reimagining Law Firm Efficiency with AI

Session 10

Writing Effective and Winning Legal Briefs

Session 11

SSR 24-3p and Threats to Fair Adjudication

Session 12

Building the Accurate and Logical Bridge

Session 13

DOT vs SOC vs ORS: Classification Systems

clock 5:00 pm - 6:00 pm EST

Cross-Examining Vocational Experts the 24-3p Way

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

This session covers essential questions representatives must raise at hearings to comply with SSR 24-3p requirements. Attendees will learn how to challenge VE testimony effectively and position cases for successful outcomes or appeals.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 6:30 pm - 7:30 pm EST

Building World Class Physician Source Statements

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Learn to craft bulletproof Physician Source Statements using Appendix 1 criteria and relevant Rulings. This interactive session provides tools and language that resonates with both ALJs and the Appeals Council.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 7:45 pm - 8:45 pm EST

Evidence Beyond Medical Records: E-Section Strategies

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Explore non-medical evidence including explaining alleged onset dates, establishing listings, and symptom tracking. The session covers basic evidence rules and strategies for documenting limitations and VE rebuttal evidence.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 4:30 pm - 6:00 pm EST

Rebutting Vocational Nonsense with Vocational Data

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

In the SSR 24-3p era, simple DOT/SCO usage is insufficient for effective advocacy. This session explores the full range of vocational data sources and their strategic applications to rebut questionable VE testimony.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 12:00 pm - 1:00 pm EST

Ethics and Fees: Regulation and Interaction

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Examine why fees are regulated and explore HALLEX and POMS provisions relevant to fee authorization. This session addresses ethical considerations in charging and receiving fees, including fee agreements, splitting, and transparency requirements.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 1:15 pm - 2:15 pm EST

Creative Strategies for Winning More Cases

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Discover how creativity can improve outcomes with difficult judges, enhance VE and ME cross-examination, and transform client relationships. Learn innovative approaches to hearing prep, physician referrals, and reinvigorating your practice.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 2:30 pm - 3:30 pm EST

Practical AI Workflows for Disability Practice

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

A hands-on workshop demonstrating AI solutions developed from real practice challenges. Learn to leverage AI for medical record analysis, brief drafting, and routine tasks while maintaining ethical compliance and quality representation.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 5:00 pm - 6:00 pm EST

Medical Evidence for Effective VE Cross-Examination

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Master strategies for cross-examining vocational experts using medical testing and objective evidence from the record. Learn to use range of motion findings, mental status exams, and symptom logs to build compelling hypotheticals.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 6:15 pm - 7:15 pm EST

Reimagining Law Firm Efficiency with AI

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Explore ethical AI integration strategies for streamlining operations from client intake to communication. Learn secure implementation approaches that protect client data while scaling your firm without losing the human touch.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 7:30 pm - 8:30 pm EST

Writing Effective and Winning Legal Briefs

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Develop skills in clear, concise, and convincing legal writing using proven organizational structures. Learn formatting best practices, common mistakes to avoid, and strategies for crafting persuasive arguments that win cases.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 11:30 am - 12:30 pm EST

SSR 24-3p and Threats to Fair Adjudication

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Examine the simple probability method’s insufficiencies, ORS data limitations, and why ONET remains relevant. This session addresses VE qualifications, cross-examination rights, and ALJ conduct issues under the new SSR framework.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 12:45 pm - 1:45 pm EST

Building the Accurate and Logical Bridge

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Learn to challenge unfavorable decisions by applying the logical bridge principle requiring ALJs to connect evidence to conclusions. Review case law from every circuit demonstrating successful remand arguments for inadequate ALJ reasoning.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 2:00 pm - 3:00 pm EST

DOT vs SOC vs ORS: Classification Systems

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Explore how the DOT, SOC, and ORS classification systems influence vocational opinions and where they conflict. Learn to navigate incomplete ORS data and understand each system’s unique contributions to disability case development.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

01 13
Prev
Next

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.

Plans

Proven CLE solutions for every legal professional

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Price
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Price varies based
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$395/year
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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+
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Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
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Exclusive Partner Webinars & Events Included Included
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of Bias, etc.)
Included Included
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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

Understanding AI implementation in legal practice is critical because it directly impacts competence obligations, client service efficiency, and competitive positioning as the profession rapidly transforms.
79%
Of legal professionals use AI in their practice, matching adoption levels seen in other industries according to the 2025 Clio Legal Trends Report.
74%
Of a law firm’s hourly billable tasks show potential for automation by AI, according to the 2024 Clio Legal Trends Report analysis.
54%
Of attorneys identified saving time and increasing efficiency as the most important benefit of AI tools, per the ABA 2024 Legal Technology Survey.
42%
Of clients prefer to hire a law firm that is using or exploring AI technology, according to the 2024 Clio Legal Trends Report.

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Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

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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.  

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