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Minnesota Olson and the Hidden Treasures of SSA (Presented by National Organization of Social Security Claimants’ Representatives)

Practical guidance on using SSA’s POMS and HALLEX manuals to strengthen disability claims at every stage of the process.

2025-11-06 10:15:00

1 hours

Program Details

2025-11-06 10:15:00

2025-11-06 10:15:00

1h CLE Credits

2025-11-06 10:15:00

1 hours

Program Details

2025-11-06 10:15:00

Program Details

2025-11-06 10:15:00

Over 1,000+ webinars

2025-11-06 10:15:00

1 hours

Course Overview

Mastering SSA Policy Manuals for Disability Practice

2025-11-06 10:15:00

Participants will learn to navigate POMS and HALLEX to strengthen disability claims at every administrative level. These strategies enable practitioners to use SSA’s own terminology and policies to advocate effectively for clients.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Policy Manuals
Use POMS for field office matters and HALLEX for hearings.
02
Past Work
The lookback period is now five years with specific duration requirements.
03
Vocational Profiles
Three profiles can result in automatic disability findings before grid placement.
04
Borderline Age
Being within three months of the next age category is not automatic.
05
VE Testimony
Obtain DOT and SOC numbers and challenge outdated vocational information.
06
CDR Process
Continuing disability reviews follow an eight-step sequential evaluation process.

Program schedule

clock 10:15 am - 10:35 am EST

Lesser-Known SSA Policies for Disability Claims Practice

This session explores hidden treasures in the POMS, including the administrative waiver tolerance for overpayments under $2,000 and the 70-day rule for missing postmarks. Practitioners will learn strategies for past relevant work analysis, identifying composite jobs at hearings, and leveraging accommodation documentation such as the tollbooth worker stool example.

Matthew DammMatthew Damm
Ed OlsonEd Olson
clock 10:35 am - 10:55 am EST

Medical-Vocational Profiles and Borderline Age Strategies

This session examines the three medical-vocational profiles that can result in automatic disability findings: the worn out worker rule requiring 35 years of arduous unskilled work, the no work profile for claimants over 55, and the lifetime commitment profile. Attendees will learn how to properly apply borderline age analysis and rebut education levels using functional ability evidence rather than credentials alone.

Matthew DammMatthew Damm
Ed OlsonEd Olson
clock 10:55 am - 11:15 am EST

POMS Updates, Obsolete Jobs, and CDR Challenges

This session covers emergency messages addressing obsolete occupations in the outdated DOT, such as pneumatic tube operators and typewriter-based positions, and strategies for cross-examining vocational experts using modern data sources like the ORS and OEWS. Practitioners will learn the eight-step CDR sequential evaluation process and how to identify common adjudicator errors, including circular reasoning on medical improvement and problems with missing prior files.

Matthew DammMatthew Damm
Ed OlsonEd Olson
Matthew Damm

Matthew Damm

Fenwick & West

Ed Olson

Ed Olson

Social Security Disability Attorney

Matthew Damm

Matthew Damm

Fenwick & West

Matthew Damm is a seasoned employment litigator, counselor, and strategist who helps startups, emerging growth companies, and established businesses navigate their most complex labor and employment challenges. Known for translating legal complexity into practical business guidance, Matthew serves as a trusted advisor to founders and executives who need clear, actionable counsel at the intersection of rapid growth and workforce risk.

Education & Credentials

Matthew earned his J.D. from Rutgers Law School and a B.A., cum laude, in English and Secondary Education. He is admitted to practice in both New Jersey and New York. Prior to joining Fenwick, he honed his experience at industry-leading international law firms, building a deep command of the employment issues facing both emerging and established businesses.

Recognition & Leadership

Matthew has earned a reputation as a thought leader in employment law, particularly on issues affecting AI and technology companies. He co-authored Fenwick's widely cited alert on the FTC's non-compete rulemaking and its subsequent updates following the April 2024 final rule, and regularly briefs boards and HR leaders on compliance timelines intersecting with AI staffing and vendor transitions.

Professional Involvement

Matthew is an active speaker and educator in the employment law space. His recent programming includes CLE presentations and webinars on navigating non-competes and best practices when hiring from competitors — covering trade secret onboarding protocols, forensic preservation, and emergency relief strategy. He continues to be a go-to voice for companies managing the legal risks that accompany rapid hiring and workforce transitions in the AI sector.

Experience

Matthew counsels and represents public and private companies across life sciences, cryptocurrency, and technology on all aspects of employment law, including structuring executive agreements, drafting and enforcing restrictive covenants, advising on worker classification, and litigating high-profile workplace disputes. His trade secret practice focuses on talent mobility and confidentiality risk — drafting and enforcing confidentiality, invention-assignment, and non-solicitation agreements, and litigating misappropriation and non-compete disputes for AI and high-growth tech clients. Representative clients include Amazon, Cohere, Dragos, and Invisible Technologies.
Ed Olson

Ed Olson

Social Security Disability Attorney

Ed Olson has been representing individuals seeking Social Security disability benefits since 1991. Over more than three decades, he has successfully represented clients at every level of the Social Security Administration’s disability claim process — from initial application through the Eighth Circuit Court of Appeals. Ed is a frequent speaker before groups and organizations on the Social Security disability claim process and has been a featured speaker at multiple meetings of the National Organization of Social Security Claimants’ Representatives (NOSSCR).

Education & Credentials

Ed Olson is a licensed attorney who has concentrated his practice in Social Security disability representation since 1991. His credentials are defined by more than 30 years of hands-on experience at every stage of the disability adjudication process — from initial applications through administrative hearings, appeals council reviews, and federal court litigation up to the Eighth Circuit Court of Appeals. His sustained focus on this single area of law reflects a depth of expertise that few practitioners can match. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

Ed has been recognized as a featured speaker at multiple NOSSCR national meetings, reflecting his standing as a trusted and respected voice in the Social Security disability practitioner community. His successful representation of clients through the Eighth Circuit Court of Appeals — one of the most demanding venues for Social Security disability litigation — underscores the appellate expertise he has developed over more than three decades of practice. His frequent speaking engagements before groups and organizations on the disability claim process further demonstrate the value his colleagues and the broader professional community place on his knowledge and experience.

Professional Involvement

Ed is actively engaged in professional education and community outreach, frequently speaking to groups and organizations about the Social Security disability claim process. His appearances as a featured speaker at NOSSCR national meetings reflect his commitment to sharing his expertise with practitioners across the country. His long-tenured membership in the Social Security disability bar and his involvement with NOSSCR demonstrate a consistent investment in the broader professional community that extends well beyond his own practice.

Experience

Since beginning his Social Security disability practice in 1991, Ed Olson has built a career of more than 30 years representing claimants at every level of the adjudication process, from initial applications and reconsiderations through administrative hearings, appeals council reviews, and federal court appeals up to the Eighth Circuit. His comprehensive experience across all stages of the process gives him an unusually complete understanding of how disability claims develop, where they succeed, and how to effectively challenge adverse decisions at the highest levels. His frequent speaking engagements and NOSSCR featured speaker appearances reflect a professional commitment to education and advocacy that complements his active client practice.
Matthew Damm

Matthew Damm

Fenwick & West

Matthew Damm is a seasoned employment litigator, counselor, and strategist who helps startups, emerging growth companies, and established businesses navigate their most complex labor and employment challenges. Known for translating legal complexity into practical business guidance, Matthew serves as a trusted advisor to founders and executives who need clear, actionable counsel at the intersection of rapid growth and workforce risk.

Education & Credentials

Matthew earned his J.D. from Rutgers Law School and a B.A., cum laude, in English and Secondary Education. He is admitted to practice in both New Jersey and New York. Prior to joining Fenwick, he honed his experience at industry-leading international law firms, building a deep command of the employment issues facing both emerging and established businesses.

Recognition & Leadership

Matthew has earned a reputation as a thought leader in employment law, particularly on issues affecting AI and technology companies. He co-authored Fenwick's widely cited alert on the FTC's non-compete rulemaking and its subsequent updates following the April 2024 final rule, and regularly briefs boards and HR leaders on compliance timelines intersecting with AI staffing and vendor transitions.

Professional Involvement

Matthew is an active speaker and educator in the employment law space. His recent programming includes CLE presentations and webinars on navigating non-competes and best practices when hiring from competitors — covering trade secret onboarding protocols, forensic preservation, and emergency relief strategy. He continues to be a go-to voice for companies managing the legal risks that accompany rapid hiring and workforce transitions in the AI sector.

Experience

Matthew counsels and represents public and private companies across life sciences, cryptocurrency, and technology on all aspects of employment law, including structuring executive agreements, drafting and enforcing restrictive covenants, advising on worker classification, and litigating high-profile workplace disputes. His trade secret practice focuses on talent mobility and confidentiality risk — drafting and enforcing confidentiality, invention-assignment, and non-solicitation agreements, and litigating misappropriation and non-compete disputes for AI and high-growth tech clients. Representative clients include Amazon, Cohere, Dragos, and Invisible Technologies.
Ed Olson

Ed Olson

Social Security Disability Attorney

Ed Olson has been representing individuals seeking Social Security disability benefits since 1991. Over more than three decades, he has successfully represented clients at every level of the Social Security Administration’s disability claim process — from initial application through the Eighth Circuit Court of Appeals. Ed is a frequent speaker before groups and organizations on the Social Security disability claim process and has been a featured speaker at multiple meetings of the National Organization of Social Security Claimants’ Representatives (NOSSCR).

Education & Credentials

Ed Olson is a licensed attorney who has concentrated his practice in Social Security disability representation since 1991. His credentials are defined by more than 30 years of hands-on experience at every stage of the disability adjudication process — from initial applications through administrative hearings, appeals council reviews, and federal court litigation up to the Eighth Circuit Court of Appeals. His sustained focus on this single area of law reflects a depth of expertise that few practitioners can match. (Specific academic credentials are not included in the provided biography.)

Recognition & Leadership

Ed has been recognized as a featured speaker at multiple NOSSCR national meetings, reflecting his standing as a trusted and respected voice in the Social Security disability practitioner community. His successful representation of clients through the Eighth Circuit Court of Appeals — one of the most demanding venues for Social Security disability litigation — underscores the appellate expertise he has developed over more than three decades of practice. His frequent speaking engagements before groups and organizations on the disability claim process further demonstrate the value his colleagues and the broader professional community place on his knowledge and experience.

Professional Involvement

Ed is actively engaged in professional education and community outreach, frequently speaking to groups and organizations about the Social Security disability claim process. His appearances as a featured speaker at NOSSCR national meetings reflect his commitment to sharing his expertise with practitioners across the country. His long-tenured membership in the Social Security disability bar and his involvement with NOSSCR demonstrate a consistent investment in the broader professional community that extends well beyond his own practice.

Experience

Since beginning his Social Security disability practice in 1991, Ed Olson has built a career of more than 30 years representing claimants at every level of the adjudication process, from initial applications and reconsiderations through administrative hearings, appeals council reviews, and federal court appeals up to the Eighth Circuit. His comprehensive experience across all stages of the process gives him an unusually complete understanding of how disability claims develop, where they succeed, and how to effectively challenge adverse decisions at the highest levels. His frequent speaking engagements and NOSSCR featured speaker appearances reflect a professional commitment to education and advocacy that complements his active client practice.

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DC
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ME1.0
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MO1.2
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NC1.0
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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
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MCLE Credits

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Pending
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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