Live Seminar

504 Plan Legal Essentials



Tuesday, May 22, 2018


9:00 AM - 4:30 PM

Product ID#:



SpringHill Suites by Marriott Birmingham Downtown at UAB

2024 4th Avenue South

Birmingham, AL 35233


$339 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • AL CLE - 6.00


  • IACET - 0.60

Program Description

Essential Section 504 Plan How-to's

Do you know the difference between a 504 Plan and an IEP? Do you know who is eligible? Are you confident on how to implement and review 504 Plans? We surveyed school administrators, counselors, special education teachers and attorneys across the United States, asking them what they would like to learn. The answers that we received were compiled together to create this comprehensive program that gets to the heart of 504 essentials! Get your questions answered in this practical, full-day program that is jam-packed with real-life examples, how-to's and sample scenarios! Don't be left in the dark any longer regarding 504 Plans - register today!

  • Understand the differences among a 504 Plan, IEP, Behavioral Intervention Plan and Individual Health Plan.
  • What do you have to comply with under a 504 Plan? Find out!
  • Who's entitled to protections pursuant to Section 504? Learn who qualifies and who doesn't.
  • Learn the evaluation process, procedures and guidelines AND discover what an inadequate evaluation looks like.
  • Discover what a formal 504 plan should include.
  • Examine common school scenarios and learn how to handle legal problems, including bullying, discipline, and much more.
  • Understand how to provide reasonable accommodations, modifications and services, including accommodating students on travel, field trips and extra-curricular activities.

Who Should Attend

This basic-to-intermediate level program on creating legally compliant 504 plans is for:

  • School Principals and Vice-Principals
  • School Superintendents and Assistant Superintendents
  • School Psychologist
  • School Counselors
  • Special Education Teachers
  • General Education Teachers
  • Attorneys
  • Paralegals

Course Content

  1. Understanding What a Section 504 Plan is and Why It's Needed
  2. How to Determine Eligibility for a 504 Plan
  3. The 504 Plan (w/Samples)
  4. Common School Scenarios: Handling Legal Problems (w/Examples)
  5. Providing Accommodations, Modifications and Services (w/Real-World Examples)

Continuing Education Credit

Continuing Legal Education – CLE: 6.00

International Association for Continuing Education Training – IACET: 0.60

* denotes specialty credits

Agenda / Content Covered

  1. Understanding What a Section 504 Plan is and Why It's Needed
    9:00 - 10:15, Kenneth J. Baumann
    1. What is a 504 Plan? Why is One Necessary?
    2. Brief History of How 504 Law Has Been Expanded Over Recent Years
    3. What's Considered a Disability? (ADHD? Anxiety? Allergies? Diabetes? Dyslexia?)
    4. Interplay Between IDEA, ADA and Title VI
    5. 504 Plan vs. IEP vs. Behavioral Intervention Plan vs. Individual Health Plan (w/Samples)
      1. Differences and Overlap
      2. Individuals Involved
      3. Meeting Requirements
      4. Process and Procedures
    6. School Initiated Plan vs. Medically Initiated Plan
    7. Determining Which Plan the Child Needs
    8. Compliance, Noncompliance and Enforcement of 504 Plans
  2. How to Determine Eligibility for a 504 Plan
    10:30 - 11:45, Wesley Romine
    1. Confirming the Existence of a Physical or Mental Impairment
    2. Is a Diagnosis Enough for Eligibility?
    3. De-Complicating Child Find Options
    4. Who's Entitled to Protections?
    5. Should a Child w/a Health Plan Have a 504?
    6. 504 vs. Special Education Eligibility
    7. The Process and Procedures for Eligibility
    8. Who Has the Responsibility for Conducting a 504 Eligibility?
    9. Evaluation Process, Procedures, Guidelines and Sample Forms
  3. The 504 Plan (w/Samples)
    12:45 - 1:55, Deborah A. Mattison
    1. What Should a Formal Plan Look Like and Include?
    2. Implementing and Review of the Plan
    3. Handling Plan Changes
  4. Common School Scenarios: Handling Legal Problems (w/Examples)
    2:10 - 3:20, Kenneth J. Baumann
    1. Resistance and/or Lack of Accountability from Administration/Staff
    2. IDEA and 504 Plans
      1. Discipline Scenarios
      2. Issues and Alignment with IDEA
      3. Where Does 504 End and IDEA Continue?
      4. Is an IDEA Evaluation Needed?
      5. Knowing When to Assess
    3. What to do When Language Barriers Exist
    4. Overcoming Perceptions That 504 Plans Don't Have to be Implemented
    5. Manifestation Determination Procedures Under Section 504
    6. Addressing Bullying Concerns
    7. High-Functioning Students with Disabilities
    8. Best Practices on 504 Plans in Private Schools (w/Examples)
    9. Medicine Issues and Involving a School Nurse
    10. Situations That Have Been Litigated Through a Hearing Officer or the Judicial System
  5. Providing Accommodations, Modifications and Services (w/Real-World Examples)
    3:20 - 4:30, Wesley Romine
    1. What Services can be Included in a 504 Plan? Short vs. Long Term Services Needed
    2. Determining Appropriate Accommodations
    3. Who Implements the Accommodation? Parent? Student? School?
    4. Providing Accommodations on a Plan Which can Actually be Implemented
    5. Accommodating Students on Travel, Field Trips and Extra-Curricular Activities
    6. Uniformity of Accommodations Across Schools/Teams Within Same District
    7. Implementing "Outside the Box" Accommodations
    8. Appropriately Countering Recommendations from Outside Physicians/Therapists
    9. Consistent Application of the Accommodations: What to do When the Teacher is Absent or There are Changes in the Schedule
    10. When Special Ed Services Aren't Needed but Accommodations Under ADA/504 are

KENNETH J. BAUMANN is an attorney with The Gallini Group where he focuses his practice on the representation of children with special needs throughout the entire state of Alabama. Mr. Baumann is admitted to practice in Alabama. He is a member of the Alabama State Bar, Birmingham Bar Association, and American Bar Association. Mr. Baumann earned his B.S. degree from Auburn University and J.D. degree, with honors, from Birmingham School of Law.

DEBORAH A. MATTISON is a member of the Birmingham law firm of Wiggins Childs Pantazis Fisher & Goldfarb LLC. Since 1980. Ms. Mattison has practiced in the areas of children’s rights, special education, disabled rights, handicapped rights, civil rights, employment litigation, and governmental liability. She lectures frequently at conferences regarding the legal rights of students with disabilities, both within and outside the state of Alabama. Ms. Mattison also provides legal training in the area of employment discrimination, with a special emphasis on the Americans with Disabilities Act and the Rehabilitation Act. She earned her B.S. degree at Western Michigan University and her J.D. degree at Antioch School of Law in Washington, D.C.

WESLEY ROMINE is of counsel with the Montgomery law firm of Morrow, Romine & Pearson, P.C. Mr. Romine is a certified mediator by the EEOC, the United States Postal Service and the state of Alabama. He is certified as an arbitrator by the American Arbitration Association, the Financial Industry Regulatory Agency (FINRA), and the state of Alabama. Mr. Romine is admitted to practice in Alabama; and before the United States District Court for the Middle, Southern and Northern districts of Alabama; the United States Court of Appeals for the Eleventh Circuit; and the United States Supreme Court. He is a member of the Montgomery County Bar Association, Alabama State Bar, and Montgomery Trial Lawyers Association. Mr. Romine earned his B.A. degree from Auburn University and J.D. degree from the University of Alabama School of Law. He has served as a §504 hearing officer in 12 disputes. Mr. Romine has been a special education hearing officer for the Alabama Department of Education since 1989.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890


Accreditation Details:

Continuing Legal Education

AL CLE: 6.00
This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 credit hours, including 0.0 ethics credits.

International Association for Continuing Education Training

N IACET: 0.60
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 0.6 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)

Upon completion of this course, attendee will be able to: 1. State what a Section 504 Plan is and why it's needed. 2. State how to determine eligibility. 3. State what information a 504 plan should include 6. State how to handle two common 504 problems. 7. State how to provide accommodations, modifications and services.

Can't Attend?
Purchase the Recording.


How To Order

Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702