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The Regular-Rate Reconstruction: Plaintiff-Side FLSA Damages Modeling After the 2026 Bonus Rulings

Employers routinely exclude bonuses from the regular rate, and the 2026 DOL letters changed the analysis. Reconstruct the rate from pay records, build a week-by-week damages model, structure discovery demands, and defend your lodestar through settlement approval and the fee petition.

2026-10-01 14:30:00

Program Details

2026-10-01 14:30:00

Program Details

2026-10-01 14:30:00

Over 1,000+ webinars

2026-10-01 14:30:00

Course Overview

Most wage cases are not won on the hours — they are won on the rate

2026-10-01 14:30:00

The regular rate is no longer a background calculation. The DOL’s January and May 2026 opinion letters reset how excluded bonuses are analyzed. FAB 2025-3 removed pre-litigation liquidated damages, and the revived PAID program can extinguish claims outright. The arithmetic is now the case.

Miss a nondiscretionary bonus in the rate, and every overtime week understates the claim. File in the Second or Eleventh Circuit, and Cheeks and Lynn’s Food Stores put the model before a judge. File in the Third, Fifth, or Sixth, and Bazemore and Gilstrap may remove that review. Extrapolate past the discovery sample, and Tyson Foods and Daubert decide whether the numbers survive.

You leave with the four-step pay-record reconstruction and a week-by-week spreadsheet built on three liquidated-damages scenarios. Add stratified-sampling language for a variation-heavy collective and discovery demands aimed at the recordkeeping gap. The lodestar cross-check is wired in from day one, so the fee petition does not unwind the recovery.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
2026 Letter Fallout
Read the January and May 2026 DOL opinion letters as both analytical framework and evidentiary tool, and see which excluded pay now reads as a claim.
02
Four-Step Reconstruction
Work the four-step audit methodology through pay records and bonus plan documents, allocating periodic bonuses workweek-by-workweek and computing the correct overtime premium.
03
Employer Error Patterns
Identify the common miscalculations — most often nondiscretionary bonuses left out of the regular rate — that generate viable FLSA claims.
04
Records And Discovery
Structure discovery demands around the employer’s recordkeeping obligations and apply the circuit-specific burden-of-proof framework to the gaps those records leave.
05
Damages Model Scenarios
Build the week-by-week spreadsheet with three liquidated-damages and limitations scenarios, using stratified samples and representative evidence that survives Daubert.
06
Approval And Fees
Know which settlement-approval track applies under Cheeks and Bazemore, and wire the § 216(b) lodestar cross-check into the model before the fee petition.

Program schedule

clock 2:30 pm - 3:30 pm EST

Rebuilding the Regular Rate from Pay Records After the DOL's 2026 Bonus Letters

This session teaches plaintiff-side attorneys how to reconstruct the FLSA regular rate using pay records, bonus plan documents, and the DOL’s January and May 2026 opinion letters as both analytical frameworks and evidentiary tools. Attendees will learn the mechanical four-step audit methodology for identifying improperly excluded compensation, allocating periodic bonuses workweek-by-workweek, and computing the correct overtime premium. By the end of the session, attorneys will be able to identify the most common employer miscalculations that generate viable FLSA claims, structure discovery demands around recordkeeping obligations, and apply the circuit-specific burden-of-proof framework to their cases.

Don J. FotyDon J. Foty
Sarah R. Schalman-BergenSarah R. Schalman-Bergen
clock 3:40 pm - 4:40 pm EST

Building the FLSA Damages Model That Survives Settlement Scrutiny and the Fee Petition

This session teaches plaintiff-side FLSA practitioners how to construct a week-by-week damages model that performs under two sequential stress tests: judicial settlement-fairness review and the fee petition. Attorneys will learn how the 2025 DOL policy shifts—including FAB 2025-3 and the revived PAID program—alter the damages ceiling, how to present scenario-based liquidated-damages ranges at mediation, and how fee-petition arithmetic must be wired into the damages model from day one. Attendees leave able to build a defensible spreadsheet, identify collective-wide extrapolation risks, and structure their litigation file so the lodestar cross-check does not unwind the recovery.

Don J. FotyDon J. Foty
Sarah R. Schalman-BergenSarah R. Schalman-Bergen
Don J. Foty

Don J. Foty

Foty Law Group (formerly Hodges & Foty, LLP)

Sarah R. Schalman-Bergen

Sarah R. Schalman-Bergen

Lichten & Liss-Riordan P.C.

Don J. Foty

Don J. Foty

Foty Law Group (formerly Hodges & Foty, LLP)

Don J. Foty is the Founding Partner of Foty Law Group in Houston, Texas, a trial and appellate firm devoted to representing workers in wage and hour class and collective actions nationwide. Over roughly two decades of practice, Mr. Foty has served as class counsel in more than 100 wage and hour class and collective actions and has recovered hundreds of millions of dollars in settlements and verdicts for employees. His practice covers the full spectrum of Fair Labor Standards Act and state wage law claims — overtime exemption misclassification, independent contractor misclassification, regular rate miscalculation, tip credit violations, off-the-clock work, fluctuating workweek abuses, unpaid meal periods, and uncompensated pre- and post-shift screening, waiting, and travel time — giving him a front-line view of which misclassification files are worth taking and how to value them.

Education & Credentials

Mr. Foty earned his J.D. from the University of Houston Law Center, where he competed on the Mock Trial Team, served on the Journal of Texas Consumer Law, worked as a student attorney in the Consumer Law Clinic, and clerked for the Office of the Attorney General of Texas and the City of Houston Legal Department’s Business Litigation Division. He earned his B.B.A. in Finance from The University of Texas at Austin, where he was admitted to the McCombs Business Honors Program. He is admitted to the State Bar of Texas; the U.S. Courts of Appeals for the Fifth and Seventh Circuits; the U.S. Court of Federal Claims; and more than a dozen federal district courts, including the Eastern, Northern, Southern, and Western Districts of Texas and federal courts in Colorado, Illinois, Maryland, Michigan, New Mexico, North Dakota, Ohio, and Oklahoma.

Recognition & Leadership

Mr. Foty has been recognized as a Texas Super Lawyer by Texas Monthly and Thomson Reuters, named to the National Trial Lawyers’ Top 100 Civil Trial Lawyers and the National Advocates’ Top 100 Employment Attorneys, selected as one of Houston’s Top Lawyers by Houstonia Magazine, and inducted into the Million Dollar Advocates Forum. Earlier in his career he was named to the National Trial Lawyers’ Top 40 Under 40 and recognized by Texas Monthly as a Top Young Lawyer. Federal courts have repeatedly commended his work: in Sandras v. Expeditors & Production Service Co. (W.D. La. 2019) the court praised class counsel’s skill, reputation, and record of success in FLSA litigation, and in Swamy v. Title Source, Inc. (N.D. Cal. 2018) the court noted that counsel had vigorously prosecuted the California class action. The Mayor of Lancaster, California, formally commended him for excellence in trial advocacy in securing equitable relief for his clients. He is regularly interviewed by local and national news organizations on civil justice issues, and several of his cases have drawn national media coverage.

Professional Involvement

Mr. Foty is a member of the College of the State Bar of Texas, the American Bar Association, the American Association for Justice, the Texas Trial Lawyers Association, and the Houston Trial Lawyers Association. He is a frequent author and faculty member on wage and hour law. His articles for The Houston Lawyer include analyses of the U.S. Supreme Court’s decision in Helix Energy Solutions Group, Inc. v. Hewitt and the salary basis test for overtime exemptions (2023), textualism in the Hewitt litigation (2022), and the Fifth Circuit’s Swales decision on FLSA collective certification (2021), and he has written on wage and hour topics for the American Bar Association and the Houston Bar Association. His Houston Bar Association presentations include “The Loper Bright Decision and Its Impact on the FLSA” (2024), “Collective Actions Under the FLSA After Swales” (2021), and “Current Trends and Hot Topics Under the Fair Labor Standards Act” (2015).

Experience

Mr. Foty has built one of the country’s most active plaintiff-side wage and hour practices, prosecuting class and collective actions against some of the nation’s largest employers across the restaurant, oil and gas, healthcare, logistics, and retail industries. In the past year alone he secured two unanimous state supreme court victories for workers against Amazon: Malloy v. Amazon.com Services, LLC (Nev. 2025) and Johnson v. Amazon.com Services, LLC (Ill. 2026), in which the Illinois Supreme Court held that Illinois wage law protects employees’ pre- and post-shift time more broadly than the FLSA. His wage and hour settlements include more than twenty class and collective resolutions ranging from $1.1 million to $11 million, and his trial record includes a $10.7 million jury verdict and a $1.8 million medical malpractice verdict. Having evaluated, filed, certified, tried, and settled hundreds of wage claims — and having written extensively on the exemption and collective-certification issues at the heart of Hewitt and Swales — Mr. Foty is uniquely positioned to show plaintiff’s counsel how to screen misclassification files, spot the fact patterns that drive liability, and realistically value what a case is worth.
Sarah R. Schalman-Bergen

Sarah R. Schalman-Bergen

Lichten & Liss-Riordan P.C.

Sarah R. Schalman-Bergen is a partner at Lichten & Liss-Riordan P.C., who has dedicated her career to creating systemic change for workers and individuals who are not being treated fairly. She has secured numerous significant settlements for the workers she represents, totaling well over $100 million.

Education & Credentials

Sarah earned a J.D., cum laude, from Harvard Law School in 2007 and a B.A., summa cum laude, from Tufts University in 2001, and has been a member of the Bar of Pennsylvania since 2007. She is admitted to practice before the U.S. Supreme Court; the U.S. Courts of Appeals for the Third, Fourth, Sixth, Eighth, Ninth, and Eleventh Circuits; the U.S. District Courts for the Eastern, Middle, and Western Districts of Pennsylvania, the District of Colorado, the Eastern and Western Districts of Arkansas, the Northern District of New York, the Northern District of Illinois, the Southern District of Indiana, the Northern District of Ohio, the Eastern District of Michigan, the Western District of Tennessee, the Southern, Eastern, and Western Districts of Texas, and the District of Nebraska; and the U.S. Bankruptcy Court for the Eastern District of Pennsylvania.

Recognition & Leadership

Sarah conducts her practice according to the highest ethical standards, and has received high judicial praise, including being described as "ethical, talented, and motivated to help hard working men and women" and "some of the finest legal representation in the nation." Sarah routinely speaks at conferences on issues relating to workers' rights. She currently serves on Cornell's ILR-Hotel School CIHLER Advisory Board, and is a Board Member of the Keystone Research Center. Sarah was named a 2020 Pennsylvania Super Lawyer, after being named as a Rising Star in every year over the prior decade. In 2021, she was named in Best Lawyers in America. In 2015, she was honored as a "Lawyer on the Fast Track" by The Legal Intelligencer.

Professional Involvement

Sarah works in partnership and routinely co-counsels with public interest law firms to lend expertise to their mission in litigation. She has served as volunteer of counsel to the AIDS Law Project of Pennsylvania for more than a decade, litigating discrimination and HIV-confidentiality cases. Sarah was honored for this work as an "Unsung Hero" by the Legal Intelligencer, Pennsylvania's daily law journal.

Experience

While representing workers in all types of industries, Sarah has successfully challenged unlawful business practices involving last-mile logistics companies, cable installation companies, home health aide companies, meat and poultry plants, landscaping companies, in white collar jobs, and in the government. This litigation has resulted both in payment of back wages and in practice changes by the companies. Prior to joining the Firm, Sarah was a partner at a plaintiff-side class action law firm, where she served as co-chair of the firm's employment rights practice group. She has also practiced in the litigation department at a large Philadelphia firm, where she represented clients in a variety of industries in complex commercial litigation.
Don J. Foty

Don J. Foty

Foty Law Group (formerly Hodges & Foty, LLP)

Don J. Foty is the Founding Partner of Foty Law Group in Houston, Texas, a trial and appellate firm devoted to representing workers in wage and hour class and collective actions nationwide. Over roughly two decades of practice, Mr. Foty has served as class counsel in more than 100 wage and hour class and collective actions and has recovered hundreds of millions of dollars in settlements and verdicts for employees. His practice covers the full spectrum of Fair Labor Standards Act and state wage law claims — overtime exemption misclassification, independent contractor misclassification, regular rate miscalculation, tip credit violations, off-the-clock work, fluctuating workweek abuses, unpaid meal periods, and uncompensated pre- and post-shift screening, waiting, and travel time — giving him a front-line view of which misclassification files are worth taking and how to value them.

Education & Credentials

Mr. Foty earned his J.D. from the University of Houston Law Center, where he competed on the Mock Trial Team, served on the Journal of Texas Consumer Law, worked as a student attorney in the Consumer Law Clinic, and clerked for the Office of the Attorney General of Texas and the City of Houston Legal Department’s Business Litigation Division. He earned his B.B.A. in Finance from The University of Texas at Austin, where he was admitted to the McCombs Business Honors Program. He is admitted to the State Bar of Texas; the U.S. Courts of Appeals for the Fifth and Seventh Circuits; the U.S. Court of Federal Claims; and more than a dozen federal district courts, including the Eastern, Northern, Southern, and Western Districts of Texas and federal courts in Colorado, Illinois, Maryland, Michigan, New Mexico, North Dakota, Ohio, and Oklahoma.

Recognition & Leadership

Mr. Foty has been recognized as a Texas Super Lawyer by Texas Monthly and Thomson Reuters, named to the National Trial Lawyers’ Top 100 Civil Trial Lawyers and the National Advocates’ Top 100 Employment Attorneys, selected as one of Houston’s Top Lawyers by Houstonia Magazine, and inducted into the Million Dollar Advocates Forum. Earlier in his career he was named to the National Trial Lawyers’ Top 40 Under 40 and recognized by Texas Monthly as a Top Young Lawyer. Federal courts have repeatedly commended his work: in Sandras v. Expeditors & Production Service Co. (W.D. La. 2019) the court praised class counsel’s skill, reputation, and record of success in FLSA litigation, and in Swamy v. Title Source, Inc. (N.D. Cal. 2018) the court noted that counsel had vigorously prosecuted the California class action. The Mayor of Lancaster, California, formally commended him for excellence in trial advocacy in securing equitable relief for his clients. He is regularly interviewed by local and national news organizations on civil justice issues, and several of his cases have drawn national media coverage.

Professional Involvement

Mr. Foty is a member of the College of the State Bar of Texas, the American Bar Association, the American Association for Justice, the Texas Trial Lawyers Association, and the Houston Trial Lawyers Association. He is a frequent author and faculty member on wage and hour law. His articles for The Houston Lawyer include analyses of the U.S. Supreme Court’s decision in Helix Energy Solutions Group, Inc. v. Hewitt and the salary basis test for overtime exemptions (2023), textualism in the Hewitt litigation (2022), and the Fifth Circuit’s Swales decision on FLSA collective certification (2021), and he has written on wage and hour topics for the American Bar Association and the Houston Bar Association. His Houston Bar Association presentations include “The Loper Bright Decision and Its Impact on the FLSA” (2024), “Collective Actions Under the FLSA After Swales” (2021), and “Current Trends and Hot Topics Under the Fair Labor Standards Act” (2015).

Experience

Mr. Foty has built one of the country’s most active plaintiff-side wage and hour practices, prosecuting class and collective actions against some of the nation’s largest employers across the restaurant, oil and gas, healthcare, logistics, and retail industries. In the past year alone he secured two unanimous state supreme court victories for workers against Amazon: Malloy v. Amazon.com Services, LLC (Nev. 2025) and Johnson v. Amazon.com Services, LLC (Ill. 2026), in which the Illinois Supreme Court held that Illinois wage law protects employees’ pre- and post-shift time more broadly than the FLSA. His wage and hour settlements include more than twenty class and collective resolutions ranging from $1.1 million to $11 million, and his trial record includes a $10.7 million jury verdict and a $1.8 million medical malpractice verdict. Having evaluated, filed, certified, tried, and settled hundreds of wage claims — and having written extensively on the exemption and collective-certification issues at the heart of Hewitt and Swales — Mr. Foty is uniquely positioned to show plaintiff’s counsel how to screen misclassification files, spot the fact patterns that drive liability, and realistically value what a case is worth.
Sarah R. Schalman-Bergen

Sarah R. Schalman-Bergen

Lichten & Liss-Riordan P.C.

Sarah R. Schalman-Bergen is a partner at Lichten & Liss-Riordan P.C., who has dedicated her career to creating systemic change for workers and individuals who are not being treated fairly. She has secured numerous significant settlements for the workers she represents, totaling well over $100 million.

Education & Credentials

Sarah earned a J.D., cum laude, from Harvard Law School in 2007 and a B.A., summa cum laude, from Tufts University in 2001, and has been a member of the Bar of Pennsylvania since 2007. She is admitted to practice before the U.S. Supreme Court; the U.S. Courts of Appeals for the Third, Fourth, Sixth, Eighth, Ninth, and Eleventh Circuits; the U.S. District Courts for the Eastern, Middle, and Western Districts of Pennsylvania, the District of Colorado, the Eastern and Western Districts of Arkansas, the Northern District of New York, the Northern District of Illinois, the Southern District of Indiana, the Northern District of Ohio, the Eastern District of Michigan, the Western District of Tennessee, the Southern, Eastern, and Western Districts of Texas, and the District of Nebraska; and the U.S. Bankruptcy Court for the Eastern District of Pennsylvania.

Recognition & Leadership

Sarah conducts her practice according to the highest ethical standards, and has received high judicial praise, including being described as "ethical, talented, and motivated to help hard working men and women" and "some of the finest legal representation in the nation." Sarah routinely speaks at conferences on issues relating to workers' rights. She currently serves on Cornell's ILR-Hotel School CIHLER Advisory Board, and is a Board Member of the Keystone Research Center. Sarah was named a 2020 Pennsylvania Super Lawyer, after being named as a Rising Star in every year over the prior decade. In 2021, she was named in Best Lawyers in America. In 2015, she was honored as a "Lawyer on the Fast Track" by The Legal Intelligencer.

Professional Involvement

Sarah works in partnership and routinely co-counsels with public interest law firms to lend expertise to their mission in litigation. She has served as volunteer of counsel to the AIDS Law Project of Pennsylvania for more than a decade, litigating discrimination and HIV-confidentiality cases. Sarah was honored for this work as an "Unsung Hero" by the Legal Intelligencer, Pennsylvania's daily law journal.

Experience

While representing workers in all types of industries, Sarah has successfully challenged unlawful business practices involving last-mile logistics companies, cable installation companies, home health aide companies, meat and poultry plants, landscaping companies, in white collar jobs, and in the government. This litigation has resulted both in payment of back wages and in practice changes by the companies. Prior to joining the Firm, Sarah was a partner at a plaintiff-side class action law firm, where she served as co-chair of the firm's employment rights practice group. She has also practiced in the litigation department at a large Philadelphia firm, where she represented clients in a variety of industries in complex commercial litigation.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

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MCLE Credits

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Approved
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Approved
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Approved
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Approved
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Pending
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Approved
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Pending
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No Required
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Approved
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Approved
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Pending
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Approved
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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