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2026-03-13 14:00:00

2 Credits

Attorneys learn physician expert selection, medical anatomy basics, neurosurgical procedures, and AI considerations for healthcare litigation cases.

2026-03-13 14:00:00

Attorneys learn physician expert selection, medical anatomy basics, neurosurgical procedures, and AI considerations for healthcare litigation cases.

2026-03-13 14:00:00

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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 essential medical knowledge including anatomy fundamentals, physician expert witness selection, common neurosurgical procedures, and AI considerations in legal settings.

What will you gain

Attorneys will gain the ability to communicate effectively with medical experts, present credible cases to juries, and navigate HIPAA compliance requirements.

Expert Selection
Prioritize communication skills and jury connection over credentials alone.
Anatomy Basics
Understanding anatomical planes and directional terms helps attorneys sound credible.
Informed Consent
Proper documentation must include specific risks, benefits, and alternatives discussed.
AI Compliance
Local rules require certification when generative AI is used in submissions.
Illustrative Aids
Simple diagrams alongside medical images help juries understand complex concepts.
Standard of Care
Complications are inherent surgical risks, not deviations from standard of care.

What will you learn

Attorneys will learn essential medical knowledge including anatomy fundamentals, physician expert witness selection, common neurosurgical procedures, and AI considerations in legal settings.

What will you gain

Attorneys will gain the ability to communicate effectively with medical experts, present credible cases to juries, and navigate HIPAA compliance requirements.

Agenda

Session 1

Nervous System and Skeletal Anatomy Fundamentals

Session 2

Common Neurosurgical Procedures and Medical Documentation

Session 3

Expert Witness Selection and Legal Framework

Session 4

GenAI in Legal Proceedings and Rule Changes

Session 5

AI Applications in Clinical and Legal Settings

clock 10:00 am - 10:20 am EST

Nervous System and Skeletal Anatomy Fundamentals

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

This session covers essential anatomical knowledge including the central and peripheral nervous systems, anatomical planes, and directional terminology. Participants will learn how understanding anatomy helps attorneys sound credible, identify medical record errors, and communicate effectively with experts.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

clock 10:20 am - 10:40 am EST

Common Neurosurgical Procedures and Medical Documentation

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

Explore frequently encountered procedures including anterior cervical discectomy, posterior cervical fusion, vertebroplasty, and brain aneurysm treatments. The session also addresses proper informed consent documentation and distinguishing complications from deviations in standard of care.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

clock 10:40 am - 11:00 am EST

Expert Witness Selection and Legal Framework

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

Learn critical factors for selecting physician expert witnesses, emphasizing communication skills and jury connection over credentials alone. This session covers state-specific requirements, Federal Rules of Civil Procedure, and the amended Daubert standard under FRE 702.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

clock 11:10 am - 11:40 am EST

GenAI in Legal Proceedings and Rule Changes

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

Examine court-related pitfalls of AI-generated content, including cases with hallucinated citations that led to dismissals and disqualifications. Review proposed Federal Rule of Evidence 707, local court rules on AI disclosure, and compliance requirements to avoid sanctions.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

clock 11:40 am - 12:10 pm EST

AI Applications in Clinical and Legal Settings

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

Discover appropriate and inappropriate uses of AI as a research tool versus authoritative source in medical and legal contexts. This session addresses Texas Senate Bill 1188, HIPAA implications for AI training data, and practical recommendations for responsible AI utilization.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

01 05
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.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Wurz Financial Service

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Rachel V. Rose, JD, MBA has a unique background in healthcare, securities, cybersecurity, and international law. For over a decade, her practice has focused on transactional, compliance, and litigation matters related to cybersecurity, health care, securities, and Dodd-Frank/False Claims Act whistleblower claims.

Education & Credentials

MBA with minors in healthcare and entrepreneurship from Vanderbilt University, law degree from Stetson University College of Law, and an Executive Certification in Leadership and Negotiation from Harvard Law School.

Recognition & Leadership

Named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare), National Trial Lawyers Association's Top 100, SuperLawyers (healthcare), and 1st Healthcare Compliance's 2019 and 2022 Top Presenter. Extensively published, sought-after presenter, and quoted expert. Co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations?, as well as various chapters in legal and medical books.

Professional Involvement

Affiliated Member with Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics.

Experience

Worked on Capitol Hill when HIPAA passed in 1996 and at HHS in 2009 when the HITECH Act was being implemented. Has conducted HIPAA Risk Analyses for domestic and international organizations and represented persons related to government enforcement inquiries and responses on cybersecurity and healthcare related matters.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Rachel V. Rose, JD, MBA has a unique background in healthcare, securities, cybersecurity, and international law. For over a decade, her practice has focused on transactional, compliance, and litigation matters related to cybersecurity, health care, securities, and Dodd-Frank/False Claims Act whistleblower claims.

Education & Credentials

MBA with minors in healthcare and entrepreneurship from Vanderbilt University, law degree from Stetson University College of Law, and an Executive Certification in Leadership and Negotiation from Harvard Law School.

Recognition & Leadership

Named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare), National Trial Lawyers Association's Top 100, SuperLawyers (healthcare), and 1st Healthcare Compliance's 2019 and 2022 Top Presenter. Extensively published, sought-after presenter, and quoted expert. Co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations?, as well as various chapters in legal and medical books.

Professional Involvement

Affiliated Member with Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics.

Experience

Worked on Capitol Hill when HIPAA passed in 1996 and at HHS in 2009 when the HITECH Act was being implemented. Has conducted HIPAA Risk Analyses for domestic and international organizations and represented persons related to government enforcement inquiries and responses on cybersecurity and healthcare related matters.

Jim Koford

Wurz Financial Service

James Koford, CFP®, RICP®, TPCP®, is the Lead Financial Planner at Wurz Financial Services, and is located near Tampa, Florida. He focuses on tax planning, retirement planning, and investment management, and taxes a planning-first approach that brings structure, clarity, and confidence to clients’ financial lives. James translates complex financial decisions into practical strategies that align investments, cash flow, tax planning, and long-term goals within a cohesive framework. Prior to his current role, he built a diverse career spanning financial planning, investment management, financial education, portfolio strategy, and long-term client relationship management.

Education & Credentials

James has been a CERTIFIED FINANCIAL PLANNER™ professional since 2014. He also holds the Retirement Income Certified Professional (RICP®) credential and is one of just a few hundred financial planners to hold the Tax Planning Certified Professional (TPCP®) designation. He earned both his Master of Business Administration and his Bachelor’s degree from the University of South Florida.

Recognition & Leadership

At Wurz Financial Services, James serves as Lead Financial Planner and is known for a thoughtful, disciplined planning process centered on clients’ values, behavior, and sound analysis. Earlier in his career, he contributed to the financial planning profession as an editor at Kitces.com, helping shape widely read industry content on best practices and advisor development.

Professional Involvement

James is affiliated with the CFP Board and is a member of the National Association of Personal Financial Advisors (NAPFA). He is committed to helping his clients achieve their financial goals.

Experience

James’s professional background includes direct advisory work with clients, portfolio strategy support, financial education, and long-term client relationship management. His experience spans translating complex planning issues into practical strategies that integrate investments, cash flow, tax considerations, and long-term goals. He works with clients navigating career transitions, retirement preparation, and broader financial life planning decisions.

Plans

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Individual Purchase
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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 medical terminology, expert witness selection, and anatomy fundamentals is essential for attorneys to effectively communicate with juries and build winning medical malpractice cases.
250k+
Estimated annual deaths in the U.S. due to medical errors, ranking as the third leading cause of death behind heart disease and cancer. (Johns Hopkins Medicine, BMJ 2016)
29
U.S. states have enacted statutes mandating some form of affidavit or certificate of merit from a qualified medical expert in medical malpractice lawsuits. (Expert Institute, 2025)
$4.8B
Total settlement payouts from 11,440 medical malpractice claims reported to the National Practitioner Data Bank in 2023. (National Practitioner Data Bank / Miller & Zois, 2025)
62%
Of OB/GYNs and approximately 59% of general surgeons have been sued for malpractice at some point during their careers. (American Medical Association, 2023)

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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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