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Overview
Practical Updates on the Latest Changes in the Social Security Practice
Are you up to date on the latest SSRs and procedural changes affecting your cases? Do you have all the tools and knowledge you need to navigate the changing evidence submission rules and rules of representative conduct? Let our expert faculty help you clear up some of the latest problem areas facing SSDI attorneys and representatives. Register today!
- Get an incisive update on the rules of representative conduct to make certain all your practices are up to date.
- Explore the latest POMS changes and their effect on your clients' claims.
- Power up your hearing tactics with the latest updates on vocational expert examinations.
- Learn the ins and outs of the EAJA fees to make certain you're compensated for your hard work.
Abbreviated Agenda
- New Evidence Submission Rules and Challenges
- Recent POMS Update
- Brief Writing and the Recent SSRs
- Hearing Tactics and New Vocational Expert Issues
- Proving Pain and Mental Impairment in Physical Claims
- Useful Tips for Getting Paid, Including EAJA Fees
- Avoiding Ethical Pitfalls
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 08-08-2027 |
| Alabama CLE |
|
6 Total | 12-31-2026 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 08-08-2027 |
| California CLE |
|
6 Total | 08-08-2027 |
| Colorado CLE |
|
7 Total | 12-31-2027 |
| Connecticut CLE |
|
6 Total | 08-08-2027 |
| Delaware CLE |
|
6 Total | 08-08-2027 |
| Florida CLE |
|
7 Total | 02-28-2027 |
| Georgia CLE |
|
6 Total | 12-31-2027 |
| Hawaii CLE |
|
6 Total | 08-08-2027 |
| Iowa CLE |
|
6 Total | 08-08-2026 |
| Idaho CLE |
|
6 Total | 08-08-2030 |
| Illinois CLE |
|
6 Total | 08-07-2027 |
| Indiana CLE |
|
6 Total | 08-08-2026 |
| Kansas CLE |
|
7 Total | 08-07-2026 |
| Kentucky CLE |
|
6 Total | 06-30-2026 |
| Louisiana CLE |
|
6 Total | 08-08-2026 |
| Maine CLE |
|
6 Total | 08-07-2027 |
| Minnesota CLE |
|
6 Total | 08-08-2027 |
| Missouri CLE |
|
6 Total | 08-08-2027 |
| Northern Mariana Islands CLE |
|
6 Total | 08-08-2027 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 08-08-2028 |
| North Dakota CLE |
|
6 Total | 08-08-2028 |
| Nebraska CLE |
|
6 Total | 08-08-2027 |
| New Hampshire CLE |
|
6 Total | 08-08-2028 |
| New Mexico CLE |
|
6 Total | 08-08-2027 |
| Nevada CLE |
|
6 Total | 08-08-2028 |
| New York CLE |
|
7 Total | 08-08-2028 |
| Ohio CLE |
|
6 Total | 12-31-2026 |
| Oklahoma CLE |
|
7 Total | 08-08-2027 |
| Oregon CLE |
|
6 Total | 08-06-2028 |
| Pennsylvania CLE |
|
6 Total | 08-08-2027 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2026 |
| Tennessee CLE |
|
6 Total | 08-07-2027 |
| Texas CLE |
|
6 Total | 07-31-2026 |
| Utah CLE |
|
6 Total | 12-31-2026 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Vermont CLE |
|
6 Total | 08-08-2027 |
| Washington CLE |
|
6 Total | 08-07-2030 |
| Wisconsin CLE |
|
7 Total | 12-31-2026 |
| West Virginia CLE |
|
7.2 Total | 08-08-2027 |
Select Jurisdiction
CLE
Agenda
-
New Evidence Submission Rules and Challenges
-
Recent POMS Update
-
Brief Writing and the Recent SSRs
-
Hearing Tactics and New Vocational Expert Issues
- Changes in Hearing Procedure and Case Presentation Tips
- Supplemental Hearings
- Cross-Exam of Vocational Experts After Biestek v. Berryhill
-
Proving Pain and Mental Impairment in Physical Claims
-
Useful Tips for Getting Paid, Including EAJA Fees
-
Avoiding Ethical Pitfalls
- Client Misconduct
- Representative Misconduct
- Guarding Confidentiality
- Addressing Negative Evidence
Who Should Attend
This legal course offers attorneys practical solutions to complex Social Security disability law issues. Social workers, disability representatives, and paralegals will also benefit.
Speakers
Speaker bio
Russell W. Gerney
is a sole practitioner with offices in both Wheeling, West Virginia and Toledo, Ohio. He focuses his practice on Social Security disability law. Mr. Gerney is a member of the National Organization of Social Security Claimants' Representatives (NOSSCR). He is licensed to practice in Ohio and Pennsylvania, as well as before the U.S. Supreme Court. Mr. Gerney earned his B.A. degree from the University of Pittsburgh at Johnstown and his J.D. degree from Duquesne University.
Speaker bio
Annette L. Rutkowski
is a sole practitioner in Indianapolis, where she focuses her practice on assisting physically and mentally impaired individuals seeking disability benefits from the Social Security Administration. Ms. Rutkowski limits her practice to representation of claimants who were wrongfully denied Social Security disability benefits. She has broad experience in guiding disability claimants and presenting their claims through all levels of the administrative proceedings. She represents these clients both in local disability hearings and the federal courts. Ms. Rutkowski earned her B.A. degree from the State University of New York at Oswego and her J.D. degree from Indiana University School of Law-Indianapolis. She is a sustaining member of the National Organization of Socal Security Claimant's Representatives (NOSSCR). Ms. Rutkowski is a trained civil mediator; a graduate of the Indiana Trial Advocacy College; and is admitted to practice in Indiana, and before the Federal District Courts of Southern and Northern Indiana.
Speaker bio
Katie E. Brinkmeyer
is a partner at KBAR Legal Services, LLP, where she focuses on Social Security disability law. She has extensive experience, having previously served as an attorney advisor for the Social Security Administration's Office of Hearing Operations, where she drafted decisions for disability claims and gained in-depth knowledge of Social Security Disability Regulations. Before joining KBAR, she grew the Social Security disability and workers compensation departments at a personal injury firm in Carmel, Indiana. Ms. Brinkmeyer is dedicated to providing specialized legal representation to disabled individuals, especially those facing complex disability issues. She offers consultations for individuals navigating the Social Security Disability claims process at any stage of adjudication.
Speaker bio
Emily E. Warren
is a partner at Margolius, Margolius and Associates, LPA. She has worked extensively on ERISA/long term disability, SERS, OPERS, STRS, and Social Security cases since joining the firm. Ms. Warren also practices in the civil rights areas of housing and employment discrimination. She recently argued before the 9th Appellate District of Ohio in a case which established a landlord's duty to act to prevent discrimination between tenants. In addition, Ms. Warren has written briefs for both the U.S. Northern District of Ohio and the U.S. Sixth Circuit Court of Appeals, advocating for an expansion of employee rights under ERISA. She has made this area of the law, which notoriously favors large insurance companies, one of her primary focuses. Ms. Warren is admitted to practice before all Ohio courts, as well as the U.S. Sixth Circuit Court of Appeals and the Federal court for the Northern District of Ohio. She is a member of the American Bar Association, Cleveland Bar Association (member, Young Lawyers Section; Womens' Law Section), Ohio Employment Lawyers Association, Cleveland Employment Lawyers Association and the Cleveland Employment Inns of court. Ms. Warren earned her undergraduate degree at Binghamton University and her J.D. degree from the Cleveland Marshall College of Law and was admitted to practice law in Ohio in 2006.
Speaker bio
Jameson Young
is an attorney with Keller & Keller LLP and has been focusing on Social Security disability cases for over a decade. He graduated, cum laude, from DePauw University and went on to earn his J.D. degree with honors from Indiana University's Maurer School of Law, where he was managing editor of the Indiana Law Journal. Mr. Young is a member of the Indianapolis Bar Association and the National Association of Disability Representatives. He has handled thousands of disability hearings, argued before the 7th Circuit Court of Appeals, and recently authored his firm's Social Security guidebook, Unlocking Social Security: Your Essential Guide, which is available on the Keller & Keller website.
Speaker bio
Nick Lavella
is an attorney with the law firm of Keller & Keller LLP in Indianapolis. He represents disabled individuals before the Social Security Administration and U.S. federal courts. Mr. Lavella serves as an attorney for those who were denied Social Security disability benefits, short term disability insurance benefits, and long-term disability insurance benefits. He earned his B.A. degree from Purdue University and his J.D. degree from Indiana University McKinney School of Law. Mr. Lavella is a member of the National Organization for Social Security Claimants Representatives and Indianapolis Bar Association.
Speaker bio
Ashley D. Marks
is a partner with Hankey Marks & Crider in Indianapolis, Indiana. Ms. Marks' primary practice areas are Social Security disability and long-term disability. She received her undergraduate degrees from Indiana University and her J.D. degree from Indiana University Robert H. McKinney School of Law. Professionally, Ms. Marks has been named as a Rising Star by Super Lawyers from 2015-2025. Her firm has been recognized as one of the Top 25 Firms in the Nation for Social Security Disability Representation by the ACRD. She is a member of the Indiana State Bar Association and the Indianapolis Bar Association, where she is an active member of the Disability Law Section. Personally, she serves on the board for the New Palestine Education Foundation, and is active in her church.
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