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

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

Program Details

2025-09-09 17:00:00

2025-09-09 17:00:00

Over 1,000+ webinars

2025-09-09 17:00:00

13.5 hours

Program Details

2025-09-09 17:00:00

Program Details

2025-09-09 17:00:00

Over 1,000+ webinars

2025-09-09 17:00:00

13.5 hours

Course Overview

Winning Strategies for Social Security Disability Cases

2025-09-09 17:00:00

Participants will learn proven techniques for cross-examining vocational experts, building persuasive physician source statements, and leveraging non-medical evidence. These strategies strengthen disability claims and improve hearing outcomes.

Format

CLE Credit

13.5h CLE Credits

Level

Intermediate

Length

13.5

Key topics that will be covered

01
Cross-Examination
Question vocational experts on data sources, limitation definitions, and training periods.
02
Preserving Appeals
Object to VE testimony at hearings or in post-hearing briefing to preserve rights.
03
Physician Forms
Simplify government listing language into forms doctors can complete in minutes.
04
CE Challenges
Verify whether consultative examiners actually performed the tests they documented.
05
Non-Medical Evidence
Use symptom logs, school records, and third-party statements to fill treatment gaps.
06
Work Evidence
Document unsuccessful work attempts and obtain employer statements about job performance limitations.

Program schedule

clock 5:00 pm - 6:00 pm EST

Cross-Examining Vocational Experts Under SSR 24-3p

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 6:30 pm - 7:30 pm EST

Building World Class Physician Source Statements

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 7:45 pm - 8:45 pm EST

Non-Medical Evidence and the E-Section Strategies

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 4:30 pm - 6:00 pm EST

Using Vocational Data to Rebut Expert Testimony

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 12:00 pm - 1:00 pm EST

Ethics and Fees in Disability Practice

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 1:15 pm - 2:15 pm EST

Creative Strategies to Win More Cases

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 2:30 pm - 3:30 pm EST

Practical AI Workflows for Disability Attorneys

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 5:00 pm - 6:00 pm EST

Medical Evidence for Effective VE Cross-Examination

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 6:15 pm - 7:15 pm EST

Reimagining Law Firm Efficiency with AI

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 7:30 pm - 8:30 pm EST

Writing Effective and Winning Legal Briefs

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 11:30 am - 12:30 pm EST

SSR 24-3p and Threats to Fair Adjudication

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 12:45 pm - 1:45 pm EST

Building the Accurate and Logical Bridge

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr
clock 2:00 pm - 3:00 pm EST

DOT vs SOC vs ORS Classification Systems

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 KofordJim Koford
Nick ColemanNick Coleman
Sarah BohrSarah Bohr

Credits by state

AK14.5
AL14.5
AR14.5
AZ14.5
CA13.5
CO14.0
CT14.5
DC15.5
DE14.5
FL16.0
GA3.0
HI14.5
IA14.0
ID14.5
IL0.5
IN14.0
KS13.5
KY14.5
LA14.0
MA15.5
MD15.5
ME14.5
MI15.5
MN14.0
MO17.4
MS14.5
MT14.0
NC10.5
ND14.5
NE14.5
NH870.0
NJ17.4
NM13.0
NV14.0
NY17.0
OH14.5
OK14.5
OR15.0
PA14.0
RI17.0
SC14.0
SD15.5
TN14.0
TX14.0
UT14.5
VA13.5
VT14.5
WA13.5
WI18.5
WV17.4
WY14.5

Upcoming Live Online CLE Broadcasts

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

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Approved
Connecticut
Approved
Delaware
Approved
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Approved
Kansas
Pending
Kentucky
Pending
Louisiana
Approved
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Approved
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Approved
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Approved
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