Disability & Social Security

4.0

Understanding and Countering Vocational Expert Testimony

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Texas CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 45 minutes
Anthony Cortese
Jeremy Rosene
Karen Weisbord
Bruce Billman
Hudson Ellis
With Anthony V. Cortese from Anthony V. Cortese, Attorney at Law + 4 others
Recorded August 19, 2024
Product ID 98934

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Overview

Arm Yourself With Practical Tips, Sample Questions, and Hypotheticals From the Pros

SSDI claims approval rates keep dropping. If a claim doesn't get approved at listing level, vocational testimony becomes a critical element in whether or not your client gets the much-needed benefits. In this focused legal guide, experienced disability representative faculty will address the sources, methodologies, strengths, and weaknesses of vocational expert testimony. Learn how to shape the narrative and counter inaccurate or irrelevant data. Gain deeper understanding of the role, tasks, and limitations of vocational experts in SSDI claims, and come away better prepared to fight for your clients' benefits. Register today!

  • Find chinks in the armor of VE qualifications especially regarding specific types of claims.
  • Learn how to get VEs to address preclusion evidence.
  • Find new ways to chip away at VE job numbers to get them to zero.
  • Come away with a better understanding of the many sources of labor data.

Abbreviated Agenda

  1. Vocational Assessment Tools, Process, and Methodologies Depending on the Purpose of the Report (Retraining, Disability, SSDI, Personal Injury)
  2. Before the Hearing: Researching Vocational Expert (VE) Qualifications and Past Findings
  3. Know Your Sources of Vocational Data! (BLS, O*Net, DOT, SCO, OEQ, SkillTRAN, etc.)
  4. Objections and Stipulations
  5. Challenging Job Findings
  6. Applying VE Findings to the Client's Specific Case (With Real-Life Examples, Questions, and Hypotheticals)
  7. Crossing the VE on Claimant Skills and Aptitudes
  8. Legal Ethics in a Social Security Disability Practice

Related Topics

Product ID 98934

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Texas CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Vocational Assessment Tools, Process, and Methodologies Depending on the Purpose of the Report (Retraining, Disability, SSDI, Personal Injury)

  2. Before the Hearing: Researching Vocational Expert (VE) Qualifications and Past Findings

    1. SSA VE Certification Qualifications 
    2. QVRs vs. SSA VEs
    3. What a VE is Expected to Know
    4. Past VE Findings and Remands in Similar Cases
    5. Questioning VE Qualifications After Biestek v. Berryhill

  3. Know Your Sources of Vocational Data! (BLS, O*Net, DOT, SCO, OEQ, SkillTRAN, etc.)

  4. Objections and Stipulations

  5. Challenging Job Findings

    1. Pinning Down Sources and Their Limitations
      1. Labor Statistics
      2. Experience
      3. Labor Market Surveys
    2. Request DOTs for all the Jobs VEs List
    3. Physical and Mental Demands of Jobs
    4. Commonly Used Outdated Jobs 
    5. Substantial National Numbers

  6. Applying VE Findings to the Client's Specific Case (With Real-Life Examples, Questions, and Hypotheticals)

  7. Crossing the VE on Claimant Skills and Aptitudes

    1. Scope of Cross in HALLEX
    2. Transferability of Skills
    3. Addressing Composite Jobs
    4. Aptitude Levels (The Revised Handbook for Analyzing Jobs)
    5. Work Gaps, Skill Erosion, and Other Work Preclusion Evidence
    6. Questioning the VE on the Knowledge of the Claimant's Record
    7. Alternate Hypotheticals

  8. Legal Ethics in a Social Security Disability Practice

    1. Attorney-Client Relationship and Client Communication
    2. Protecting Confidentiality and Data Security
    3. Attorney Fees
    4. Conflicts of Interest
    5. Client Mental Capacity
    6. Thorough Client Representation in a Non-Adversarial Process

Who Should Attend

This legal guide is designed for attorneys. Accountants, SSDI claim representatives and paralegals will also benefit.

Speakers

Anthony V Cortese
Anthony V.
Cortese
Anthony V. Cortese, Attorney at Law
Jeremy Rosene
Jeremy
Rosene
Independent Rehabilitation Services, Inc.
Karen K Weisbord
Karen K.
Weisbord
Weisbord & Weisbord, P.C.
Bruce K Billman
Bruce K.
Billman
Bruce K. Billman Law Offices
Hudson T Ellis
Hudson T.
Ellis
Eric Buchanan & Associates
Speaker bio
Anthony V Cortese

Anthony V. Cortese

Anthony V. Cortese, Attorney at Law
Anthony Cortese

is a sole practitioner for Anthony V. Cortese, Attorney at Law, who has practiced for more than 30 years handling personal injury litigation, longshore claims, workers' compensation and general litigation. Mr. Cortese is a member of The Florida Bar. He also is admitted to the federal courts in the Western District of Pennsylvania, Middle District of Florida, Eleventh Circuit Court of Appeals and U.S. Supreme Court. Mr. Cortese is a member and board of directors of Workers' Injury Law and Advocacy Group. He earned his B.A. degree, cum laude, from Pennsylvania Law School and his J.D. degree, with honors, from the University of Pittsburgh Law School, where he was a member of the Law Review and had an article published. Mr. Cortese also assisted Professor Welsh White at the University of Pittsburgh Law School with a chapter on particular issues in a treatise on evidence.

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Speaker bio
Jeremy Rosene

Jeremy Rosene

Independent Rehabilitation Services, Inc.
Jeremy Rosene

is a vocational rehabilitation consultant and manager at Independent Rehabilitation Services, Inc. With nearly a decade of experience in the child welfare, residential, corrections, and health care industry, he specializes in helping people with disabilities return to work and achieve greater independence. Mr. Rosene's expertise is in conducting job analysis; providing career and education evaluations and plans; and administering assessments in the areas of abilities, interests, values, and academics; as well as conducting transferable skills analysis, labor market research, and earning capacity assessments. He earned his masters from Southern Illinois University and is a Certified Rehabilitation Counselor, Certified Vocational Evaluator, and Licensed Clinical Professional Counselor in the state of Illinois. Mr. Rosene is licensed in the state of Illinois.

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Speaker bio
Karen K Weisbord

Karen K. Weisbord

Weisbord & Weisbord, P.C.
Karen Weisbord

is a member of Weisbord & Weisbord, P.C., where she practices in the areas of Social Security disability, labor and employment and civil rights litigation. She has been a practicing attorney for more than 35 years. Ms. Weisbord's experience includes having been a law clerk on the Philadelphia Court of Common Pleas and on the Pennsylvania Supreme Court. She was a senior litigator for the Office of Solicitor, Department of Labor (awarded the Distinguished Service Award), assistant district attorney for the Philadelphia Office of District Attorney, in-house counsel to Bell of Pennsylvania (in labor and regulatory areas) and in private practice since 1981. Ms. Weisbord has lectured in the area of Social Security disability in seminars sponsored by National Business Institute. She has been the guest speaker on the cable law show of "Today's Law" in the area of Social Security disability. Ms. Weisbord earned her B.A. degree from the University of Pennsylvania and her J.D. degree from Boston University School of Law.

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Speaker bio
Bruce K Billman

Bruce K. Billman

Bruce K. Billman Law Offices
Bruce Billman

is a sole practitioner in Fredericksburg where his main areas of practice are Social Security disability claims and workers' compensation claims. Mr. Billman earned his B.A. degree, magna cum laude, from Mercer University; and his J.D. degree from Walter F. George School of Law, Mercer University. He has lectured numerous times to various professional groups on topics relating to his areas of practice. Mr. Billman is a member of the Fredericksburg Area and American bar associations, the Virginia Bar Association, and the State Bar of Georgia. He is also a member of the board for the National Organization of Social Security Claimants, where he served as president from 1999-2000.

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Speaker bio
Hudson T Ellis

Hudson T. Ellis

Eric Buchanan & Associates
Hudson Ellis

is a partner at Eric Buchanan & Associates, PLLC, where he practices in the areas of individual disability, long-term disability benefits, life insurance, disability claims for doctors, SSDI, and more. He earned his bachelor's degree, summa cum laude, from Bryan College; and his J.D. degree from the University of Tennessee College of Law. Mr. Ellis is a board member of the Tennessee Trial Lawyer's Association (TTLA) and is current president of the Board for Canyon Creek Christian Academy. He is admitted to practice law in Tennessee.

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