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Mining the POMS for Overpayment and Waiver Gold – 2026 Spring National Conference – Track I (Presented by National Organization of Social Security Claimants’ Representatives)

Learn to mine the Program Operations Manual System for claimant-friendly overpayment provisions, master fault determinations, waiver requests, and ability-to-repay analysis to protect clients.

2026-04-22 11:00:00

1 hours

Program Details

2026-04-22 11:00:00

Program Details

2026-04-22 11:00:00

Over 1,000+ webinars

2026-04-22 11:00:00

1 hours

Course Overview

2026-04-22 11:00:00

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Manual Structure
Understand how the Program Operations Manual System is organized and navigated.
02
Notice review
Analyze overpayment notices to identify procedural or factual issues.
03
Waiver Standards
Demonstrate lack of fault and financial hardship in waiver requests.
04
Financial evidence
Document a claimant’s inability to repay alleged overpayment amounts.
05
Procedural errors
Recognize mistakes in recovery actions that may support reconsideration or waiver.
06
Early resolution
Apply practical approaches to resolving disputes before collection actions escalate.

Program schedule

clock 11:00 am - 12:00 pm EST

Mining the POMS for Overpayment and Waiver Gold

Unaddressed overpayments cause claimants financial and emotional distress. When the overpayment manual provisions were reorganized in 2024, claimant-friendly provisions were added to help resolve overpayments earlier, particularly on fault and ability to repay.

Eligible for up to 1 CLE Credit Hour

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded Wednesday, April 22, 2026.

Linda L. LandryLinda L. Landry
John S. WhitelawJohn S. Whitelaw
Linda L. Landry

Linda L. Landry

Disability Law Center

John S. Whitelaw

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

Linda L. Landry

Linda L. Landry

Disability Law Center

Linda L. Landry is a Senior Attorney at the Disability Law Center, where she has practiced since 1990. With over 40 years of experience in legal advocacy, her work encompasses individual representation, training, impact and policy work, class action litigation, and technical assistance to a statewide network of attorneys and advocates representing Social Security and SSI disability claimants. She focuses on Social Security benefit issues and work incentives, as well as the related health benefits programs MassHealth and Medicare. A graduate of Northeastern University School of Law, Linda is a nationally recognized presenter and writer on disability benefits law and has received some of the field’s most distinguished honors, including the NOSSCR Distinguished Service Award and the Massachusetts Bar Association Equal Access to Justice Award.

Education & Credentials

Linda earned her Juris Doctor from Northeastern University School of Law. She began her legal career at Neighborhood Legal Services in Lynn, Massachusetts in the 1980s before joining the Disability Law Center in 1990 — where she has practiced for more than three decades. Her specialization in Social Security benefits, work incentives, MassHealth, and Medicare reflects a depth of expertise developed over more than 40 years of focused legal advocacy in these highly technical areas.

Recognition & Leadership

Linda has received some of the most distinguished honors in her field. She was awarded the NOSSCR Distinguished Service Award in 2006, the Massachusetts Bar Association Equal Access to Justice Award in 2011, a Massachusetts Top Women of the Law Award in 2013, and the Boston Center for Independent Living Marie Feltin Award in 2018. These honors reflect her decades of impact across individual representation, systemic advocacy, and professional training — and the deep respect she has earned from colleagues and organizations at the local, state, and national levels.

Professional Involvement

In addition to her direct representation work, Linda provides backup, support, and technical assistance to a statewide project of attorneys and advocates who represent individual Social Security and SSI disability benefits claimants — a multiplier role that extends her impact far beyond her own caseload. She writes and presents on a wide range of topics for local and national audiences, bringing clarity and depth to some of the most complex intersections of disability law, benefits policy, and health coverage. Her engagement in impact litigation and policy work alongside individual representation reflects a comprehensive approach to legal advocacy in the disability space.

Experience

Linda's legal career began at Neighborhood Legal Services in Lynn, Massachusetts in the 1980s before she joined the Disability Law Center in 1990 — an institution where she has built a career of more than 35 years. Over four decades of advocacy, her work has spanned individual client representation, class action litigation, impact and policy work, and statewide training and technical assistance for attorneys and advocates handling Social Security and SSI matters. Her focus on the intersection of Social Security benefits, work incentives, MassHealth, and Medicare has made her one of the country's most knowledgeable and experienced practitioners in this specialized area, and her national writing and speaking work continues to shape how practitioners across the country approach these issues.
John S. Whitelaw

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

John S. Whitelaw is the Advocacy Director at the Community Legal Aid Society, Inc. (CLASI) in Delaware — the first person to hold that position when he rejoined the organization in December 2017. With more than 35 years of experience representing low-income and other vulnerable clients across legal aid programs in multiple states, John has dedicated his career to government benefits advocacy and Social Security representation. He has represented claimants at all administrative levels and in federal and state court, and has been a national trainer on SSI and Social Security Disability matters. He is also a member of the Delaware Board of Bar Examiners, believed to be the first legal aid attorney in Delaware to hold that distinction.

Education & Credentials

John is a licensed attorney with more than 35 years of experience in legal aid practice across multiple states, including Delaware, Pennsylvania, West Virginia, and Minnesota. He is a member of the Delaware Board of Bar Examiners — a position that appears to make him the first legal aid attorney in Delaware to serve in that role. His extensive experience spans government benefits law, Social Security disability, and capital habeas litigation, reflecting a broad and distinguished legal career across diverse practice areas and jurisdictions. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

John's appointment as CLASI's first Advocacy Director reflects the organization's recognition of his strategic vision and leadership in systemic advocacy. His membership on the Delaware Board of Bar Examiners — a distinction he appears to hold as the first legal aid attorney in Delaware to do so — further underscores the professional respect he commands across the state's legal community. As a national trainer for the AARP National Training Project on SSI and Social Security Disability, he built a reputation as one of the country's most traveled and trusted educators in these practice areas, presenting at national and regional trainings throughout his career.

Professional Involvement

In his role as Advocacy Director at CLASI, John works with advocates to develop creative strategies to address systemic problems faced by clients, while also providing supervision and mentorship on government benefits and SSA matters. He has been a presenter at numerous national and regional trainings and previously traveled across the country as a trainer on SSI and Social Security Disability for the AARP National Training Project. His service on the Delaware Board of Bar Examiners adds a professional standards dimension to a career already defined by mentorship, education, and systemic advocacy on behalf of vulnerable populations.

Experience

John's legal career spans more than 35 years of legal aid practice. He began in Minneapolis, Minnesota (1987–1990), moved to Beckley, West Virginia (1990–1995), and then to CLASI in Wilmington, Delaware (1995–1997), before spending a year with the Federal Public Defender Association's Capital Habeas Unit in Philadelphia (1997–1998). He then served for nearly 20 years as Co-Director of the Aging and Disabilities unit at Community Legal Services in North Philadelphia, before rejoining CLASI in December 2017 as its first Advocacy Director. Throughout his career, John has represented clients in matters involving TANF, General Assistance, SNAP, Medical Assistance, and Social Security — at all administrative levels and in federal and state court — making him one of the most broadly experienced government benefits attorneys in the country.
Linda L. Landry

Linda L. Landry

Disability Law Center

Linda L. Landry is a Senior Attorney at the Disability Law Center, where she has practiced since 1990. With over 40 years of experience in legal advocacy, her work encompasses individual representation, training, impact and policy work, class action litigation, and technical assistance to a statewide network of attorneys and advocates representing Social Security and SSI disability claimants. She focuses on Social Security benefit issues and work incentives, as well as the related health benefits programs MassHealth and Medicare. A graduate of Northeastern University School of Law, Linda is a nationally recognized presenter and writer on disability benefits law and has received some of the field’s most distinguished honors, including the NOSSCR Distinguished Service Award and the Massachusetts Bar Association Equal Access to Justice Award.

Education & Credentials

Linda earned her Juris Doctor from Northeastern University School of Law. She began her legal career at Neighborhood Legal Services in Lynn, Massachusetts in the 1980s before joining the Disability Law Center in 1990 — where she has practiced for more than three decades. Her specialization in Social Security benefits, work incentives, MassHealth, and Medicare reflects a depth of expertise developed over more than 40 years of focused legal advocacy in these highly technical areas.

Recognition & Leadership

Linda has received some of the most distinguished honors in her field. She was awarded the NOSSCR Distinguished Service Award in 2006, the Massachusetts Bar Association Equal Access to Justice Award in 2011, a Massachusetts Top Women of the Law Award in 2013, and the Boston Center for Independent Living Marie Feltin Award in 2018. These honors reflect her decades of impact across individual representation, systemic advocacy, and professional training — and the deep respect she has earned from colleagues and organizations at the local, state, and national levels.

Professional Involvement

In addition to her direct representation work, Linda provides backup, support, and technical assistance to a statewide project of attorneys and advocates who represent individual Social Security and SSI disability benefits claimants — a multiplier role that extends her impact far beyond her own caseload. She writes and presents on a wide range of topics for local and national audiences, bringing clarity and depth to some of the most complex intersections of disability law, benefits policy, and health coverage. Her engagement in impact litigation and policy work alongside individual representation reflects a comprehensive approach to legal advocacy in the disability space.

Experience

Linda's legal career began at Neighborhood Legal Services in Lynn, Massachusetts in the 1980s before she joined the Disability Law Center in 1990 — an institution where she has built a career of more than 35 years. Over four decades of advocacy, her work has spanned individual client representation, class action litigation, impact and policy work, and statewide training and technical assistance for attorneys and advocates handling Social Security and SSI matters. Her focus on the intersection of Social Security benefits, work incentives, MassHealth, and Medicare has made her one of the country's most knowledgeable and experienced practitioners in this specialized area, and her national writing and speaking work continues to shape how practitioners across the country approach these issues.
John S. Whitelaw

John S. Whitelaw

Community Legal Aid Society, Inc. (CLASI)

John S. Whitelaw is the Advocacy Director at the Community Legal Aid Society, Inc. (CLASI) in Delaware — the first person to hold that position when he rejoined the organization in December 2017. With more than 35 years of experience representing low-income and other vulnerable clients across legal aid programs in multiple states, John has dedicated his career to government benefits advocacy and Social Security representation. He has represented claimants at all administrative levels and in federal and state court, and has been a national trainer on SSI and Social Security Disability matters. He is also a member of the Delaware Board of Bar Examiners, believed to be the first legal aid attorney in Delaware to hold that distinction.

Education & Credentials

John is a licensed attorney with more than 35 years of experience in legal aid practice across multiple states, including Delaware, Pennsylvania, West Virginia, and Minnesota. He is a member of the Delaware Board of Bar Examiners — a position that appears to make him the first legal aid attorney in Delaware to serve in that role. His extensive experience spans government benefits law, Social Security disability, and capital habeas litigation, reflecting a broad and distinguished legal career across diverse practice areas and jurisdictions. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

John's appointment as CLASI's first Advocacy Director reflects the organization's recognition of his strategic vision and leadership in systemic advocacy. His membership on the Delaware Board of Bar Examiners — a distinction he appears to hold as the first legal aid attorney in Delaware to do so — further underscores the professional respect he commands across the state's legal community. As a national trainer for the AARP National Training Project on SSI and Social Security Disability, he built a reputation as one of the country's most traveled and trusted educators in these practice areas, presenting at national and regional trainings throughout his career.

Professional Involvement

In his role as Advocacy Director at CLASI, John works with advocates to develop creative strategies to address systemic problems faced by clients, while also providing supervision and mentorship on government benefits and SSA matters. He has been a presenter at numerous national and regional trainings and previously traveled across the country as a trainer on SSI and Social Security Disability for the AARP National Training Project. His service on the Delaware Board of Bar Examiners adds a professional standards dimension to a career already defined by mentorship, education, and systemic advocacy on behalf of vulnerable populations.

Experience

John's legal career spans more than 35 years of legal aid practice. He began in Minneapolis, Minnesota (1987–1990), moved to Beckley, West Virginia (1990–1995), and then to CLASI in Wilmington, Delaware (1995–1997), before spending a year with the Federal Public Defender Association's Capital Habeas Unit in Philadelphia (1997–1998). He then served for nearly 20 years as Co-Director of the Aging and Disabilities unit at Community Legal Services in North Philadelphia, before rejoining CLASI in December 2017 as its first Advocacy Director. Throughout his career, John has represented clients in matters involving TANF, General Assistance, SNAP, Medical Assistance, and Social Security — at all administrative levels and in federal and state court — making him one of the most broadly experienced government benefits attorneys in the country.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IL1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN1.0
MO1.2
MS1.0
MT1.0
NC1.0
ND1.0
NE1.0
NH60.0
NJ1.0
NM1.0
NV1.0
NY1.0
OH1.0
OK1.0
OR1.0
PA1.0
RI1.0
SC1.0
SD1.0
TN1.0
TX1.0
UT1.0
VA1.0
VT1.0
WA1.0
WI1.0
WV1.2
WY1.0

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
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Not Eligible
Indiana
Approved
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Approved
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
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