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

2025-09-09 17:00:00

13.5 hours

2025-09-09 17:00:00

13.5 hours

2025-09-09 17:00:00

13.5 Credits

Master winning strategies for Social Security disability cases through effective VE cross-examination, physician statements, and non-medical evidence.

2025-09-09 17:00:00

13.5 hours

Master winning strategies for Social Security disability cases through effective VE cross-examination, physician statements, and non-medical evidence.

2025-09-09 17:00:00

13.5 hours

1000+

Live stream programs

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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 learn strategies for cross-examining vocational experts under SSR 24-3p, building physician source statements, and leveraging non-medical evidence in disability claims.

What will you gain

Attorneys will gain practical techniques to challenge vocational expert testimony, simplify medical listings for doctors, and use creative evidence sources to win cases.

Cross-Examination
Question vocational experts on data sources, limitation definitions, and training periods.
Preserving Appeals
Object to VE testimony at hearings or in post-hearing briefing to preserve rights.
Physician Forms
Simplify government listing language into forms doctors can complete in minutes.
CE Challenges
Verify whether consultative examiners actually performed the tests they documented.
Non-Medical Evidence
Use symptom logs, school records, and third-party statements to fill treatment gaps.
Work Evidence
Document unsuccessful work attempts and obtain employer statements about job performance limitations.

What will you learn

Attorneys will learn strategies for cross-examining vocational experts under SSR 24-3p, building physician source statements, and leveraging non-medical evidence in disability claims.

What will you gain

Attorneys will gain practical techniques to challenge vocational expert testimony, simplify medical listings for doctors, and use creative evidence sources to win cases.

Agenda

Session 1

Cross-Examining Vocational Experts Under SSR 24-3p

Session 2

Building World Class Physician Source Statements

Session 3

Non-Medical Evidence and the E-Section Strategies

Session 4

Using Vocational Data to Rebut Expert Testimony

Session 5

Ethics and Fees in Disability Practice

Session 6

Creative Strategies to Win More Cases

Session 7

Practical AI Workflows for Disability Attorneys

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 Under SSR 24-3p

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

This session covers essential strategies for questioning vocational experts under the new SSR 24-3p framework, which requires representatives to raise challenges at the hearing. Learn how to establish physical limitations, challenge ‘occasional’ restrictions, analyze training periods, and preserve issues for appeal through effective cross-examination techniques.

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

Discover how to create effective physician source statements using simplified Appendix 1 criteria and Social Security Rulings language. This session demonstrates a three-pillar approach that creates solid RFC statements, provides ammunition to impeach state agency opinions, and prepares clients for testimony through easy-to-complete forms.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 7:45 pm - 8:45 pm EST

Non-Medical Evidence and the E-Section Strategies

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Explore how to leverage non-medical evidence when medical records are insufficient, including third-party statements, symptom logs, VA records, and school documentation. Learn techniques for establishing onset dates, meeting listings, tracking symptoms, and gathering defensive evidence to strengthen disability claims.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 4:30 pm - 6:00 pm EST

Using Vocational Data to Rebut Expert Testimony

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

In the age of SSR 24-3p, simple reliance on the DOT/SCO is insufficient for effective vocational challenges. This session explores the full range of vocational data sources and demonstrates how to strategically deploy this information to rebut vocational expert 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 in Disability Practice

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Examine why fees are regulated in Social Security disability practice and the relevant HALLEX and POMS provisions. This session addresses the ethical considerations involved in charging and receiving fees while maintaining compliance with agency requirements.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

clock 1:15 pm - 2:15 pm EST

Creative Strategies to Win More Cases

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Discover how creativity can transform your disability practice, from winning cases with difficult judges to improving VE and ME cross-examination. Learn innovative approaches to hearing preparation, client questioning, and generating physician and client referrals.

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 Attorneys

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

Join a disability attorney turned legal tech founder for hands-on demonstrations of AI solutions developed from real practice challenges. Learn how to leverage AI to transform time-consuming tasks while maintaining quality representation in Social Security disability cases.

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

This session presents strategies and tactics for cross-examining vocational experts using medical testing and evidence from the record. Learn how to connect medical documentation to vocational limitations and build compelling challenges to VE testimony.

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 how to effectively and ethically integrate AI into your disability practice while protecting client data. Learn practical strategies for streamlining operations from intake to communication, and discover how AI can help scale 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

Master the art of clear, concise, and convincing legal writing for Social Security disability appeals. This session covers techniques for creating honest, balanced, and well-supported briefs that effectively communicate your client’s case.

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’ of using ORS data and why it is insufficient, including confidence interval misuse and data limitations. This session addresses VE qualifications, due process rights, ALJ misconduct, and constitutional concerns surrounding SSR 24-3p.

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 how to challenge unfavorable decisions by applying the ‘logical bridge’ principle requiring ALJs to connect evidence to conclusions. This session provides case law from every federal circuit demonstrating successful remands when ALJs failed to adequately explain their 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 overlap or conflict. Learn to navigate incomplete ORS data and understand how each system uniquely contributes to forming employment opinions in disability cases.

Jim Koford

Wurz Financial Service

Nick Coleman

LexMed

Sarah Bohr

Bohr & Harrington, LLC

01 13
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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.

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Price varies based
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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

Mastering Social Security disability case strategies—including vocational expert cross-examination, physician source statements, and non-medical evidence—is essential for securing favorable outcomes in a system where most initial claims are denied.
3x
Claimants with legal representation are three times more likely to be awarded disability benefits than those without an attorney, according to a Government Accountability Office study.
67%
Nearly 67% of initial SSDI applications are denied nationwide, requiring claimants to navigate the complex appeals process to obtain benefits.
51%
At the Administrative Law Judge hearing level, 51% of disability claims were approved in 2024, representing a dramatic improvement over earlier appeal stages.
940k
As of July 2025, approximately 940,000 people were waiting for an initial disability determination, down from a record high of 1.26 million in 2024.

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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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