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

This foundational session covers the various types of Social Security benefits with emphasis on SSDI and SSI adult disability programs. Participants will learn how to register as a representative, construct proper fee agreements, and conduct effective client intake.

Take a deep dive into the disability claim process from initial filing through Federal Court appeals. This session covers the Five Step Sequential Evaluation Process and provides strategies for successfully navigating each stage of adjudication.

Learn the logistics of effective hearing preparation including client preparation, electronic file access, and evidence disclosure requirements. The session concludes with post-favorable decision procedures and return-to-work guidance.

Explore creative advocacy techniques to preserve favorable ALJ findings when cases are remanded by district courts. Learn how to negotiate remand terms with OGC and apply the Brown doctrine to lock in advantageous rulings.

Develop strategies for representing claimants with PTSD, anxiety, and psychotic disorders using trauma-informed approaches. Learn to gather strong evidence, address credibility challenges, and overcome documentation gaps while minimizing client retraumatization.

Examine the 2024 POMS changes that shifted the burden of proving overpayments to SSA and established presumptions of non-fault. Using hypotheticals, learn how these significant changes make it easier for beneficiaries to obtain waivers.

Explore the ethical obligations of representatives assisting clients with Social Security Disability claims under 20 C.F.R. § 404.1705. This session emphasizes competence, honesty, professionalism, and treating clients with dignity while avoiding conflicts of interest.

Learn strategies for developing evidence of low adaptive functioning in cases involving borderline intelligence and cognitive limitations. Discover how to mine state agency findings, argue applicable Listings, and overcome adjudicator skepticism.

Gain essential guidance on navigating ERISA long term disability claims and understanding governing policies and exclusions. Learn how these claims interact with SSDI benefits and how to protect your clients’ interests across both systems.

Discover best practices for achieving success despite challenges like lack of medical documentation and substance use issues. Learn harm reduction and trauma-based advocacy approaches from legal services attorneys who maintain high allowance rates without merit screening.

Learn effective strategies to prepare clients for physical and mental consultative examinations that lead to favorable outcomes. Discover how to challenge inaccurate CE reports, request alternate examinations, and report providers who disregard rules.

Explore how artificial intelligence is reshaping Social Security Disability law practice and transforming operational workflows. This panel discusses AI applications for streamlining case management and increasing firm capacity without sacrificing quality.

Learn how to leverage newly unlocked A and B sections of Case Documents at early administrative levels for more persuasive arguments. This session covers eFolder structure, POMS correspondence, evidence disclosure, and troubleshooting common ARS issues.

Understand VA disability ratings and how to incorporate VA rating criteria to support RFC determinations. Learn the differences between 100% ratings and individual unemployability, and how to use VA examinations in hearings.

Understand how Social Security’s OGC handles referrals related to possible violations of representative conduct standards. Learn about the investigation process, your rights when receiving an OGC letter, and how to achieve positive outcomes.