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Tidbits from the POMS & HALLEX to Assist at Every Step of the Sequential Process for Hearings – NOSSCR 2026 Fall National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

The HALLEX is being folded into the POMS — with critical changes. Learn the right citations and the critical internal information to deploy at every step of the sequential process: tidbits that win cases administratively and preserve the issues for appeal if needed.

2026-10-13 15:45:00

Program Details

2026-10-13 15:45:00

2026-10-13 15:45:00

1h CLE Credits

2026-10-13 15:45:00

Program Details

2026-10-13 15:45:00

Program Details

2026-10-13 15:45:00

Over 1,000+ webinars

2026-10-13 15:45:00

Course Overview

The HALLEX Is Folding Into the POMS. Your Citations Need to Keep Up

2026-10-13 15:45:00

The reference landscape is moving. The HALLEX is being folded into the POMS, and the fold comes with some critical changes. Citations that were right yesterday need rechecking — and the representatives who know where the internal guidance now lives hold the advantage.

The value runs at every step of the sequential process for hearings. The right citation puts agency guidance behind your position. The critical internal information tells you what the agency’s own materials require of it. Together they assist with wins administratively — and when the administrative result goes the other way, the same citations preserve these issues for appeal, if needed.

You walk out with the tidbits in hand: the right POMS and HALLEX citations, the critical internal information behind them, and their use at every step of the sequential process — for the administrative win first, the preserved appeal second.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
The HALLEX–POMS Fold
What it means that the HALLEX is being folded into the POMS and the critical changes that come with it.
02
The Right Citations
Having the correct citations as the internal guidance moves.
03
Critical Internal Information
The agency’s internal materials that assist a representative’s position.
04
Every Sequential Step
Deploying POMS and HALLEX tidbits at every step of the sequential process for hearings.
05
Winning Administratively
Using the citations and internal information to assist with wins at the administrative level.
06
Preserving Issues for Appeal
Building the administrative record so these issues are preserved for appeal, if needed.

Program schedule

clock 3:45 pm - 4:45 pm EST

Tidbits from the POMS & HALLEX to Assist at Every Step of the Sequential Process for Hearings

With the fact that the HALLEX is being folded into the POMS with some critical changes, it could be helpful to have the right citations but also the critical internal information to assist with wins administratively to preserve these issues for appeal, if needed.

 

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 Fall 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 Tuesday, October 13, 2026.

Meredith MarcusMeredith Marcus
Meredith Marcus

Meredith Marcus

Osterhout Berger Daley

Meredith Marcus

Meredith Marcus

Osterhout Berger Daley

Meredith is an attorney with over sixteen years of experience in disability law.

Education & Credentials

She earned her J.D., cum laude, in 2010 and holds a B.A. from Connecticut College (2004). She is admitted in Illinois (2010) and Michigan (2020) and before the U.S. Supreme Court (2018), among other federal courts.

Recognition & Leadership

Marcus is also the present editor of the textbook, Social Security Disability Practice by James Publishing.

Professional Involvement

She is the prior Director at Large for the National Association of Disability Representatives (NADR), the past chair for the Social Security Chicago Bar Association and has participated in multiple speaking engagements on Social Security for the Chicago Bar Association, Michigan Bar Association, American Bar Association, National Business Institute, NOSSCR and NADR.

Experience

She has represented claimants at their administrative and remand hearings and has represented well over 400 claimants in the federal courts. She has also litigated cases, in both the U.S. District and the Sixth and Seventh Circuit U.S. Courts of Appeals, including Biestek v. Berryhill, 880 F. 3d 778 (2018) in the Sixth Circuit and consultied for the Supreme Court on Biestek v. Berryhill, 139 S. Ct. 1148, 1153, 203 L. Ed. 2d 504 (2019).
Meredith Marcus

Meredith Marcus

Osterhout Berger Daley

Meredith is an attorney with over sixteen years of experience in disability law.

Education & Credentials

She earned her J.D., cum laude, in 2010 and holds a B.A. from Connecticut College (2004). She is admitted in Illinois (2010) and Michigan (2020) and before the U.S. Supreme Court (2018), among other federal courts.

Recognition & Leadership

Marcus is also the present editor of the textbook, Social Security Disability Practice by James Publishing.

Professional Involvement

She is the prior Director at Large for the National Association of Disability Representatives (NADR), the past chair for the Social Security Chicago Bar Association and has participated in multiple speaking engagements on Social Security for the Chicago Bar Association, Michigan Bar Association, American Bar Association, National Business Institute, NOSSCR and NADR.

Experience

She has represented claimants at their administrative and remand hearings and has represented well over 400 claimants in the federal courts. She has also litigated cases, in both the U.S. District and the Sixth and Seventh Circuit U.S. Courts of Appeals, including Biestek v. Berryhill, 880 F. 3d 778 (2018) in the Sixth Circuit and consultied for the Supreme Court on Biestek v. Berryhill, 139 S. Ct. 1148, 1153, 203 L. Ed. 2d 504 (2019).

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC1.0
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+

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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

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
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Pending
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
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
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Pending
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
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