Live Seminar

504 Plan Legal Essentials



Thursday, June 07, 2018


9:00 AM - 4:30 PM

Product ID#:



Hilton Garden Inn Colorado Springs

1810 Briargate Parkway

Colorado Springs, CO 80920


$339 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • CO CLE - 7.00


  • IACET - 0.60
  • Teacher Education Credit - 6.00

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 how to draft a personalized 504 Plan and what documentation to include.
  • Review 504 Plans gone wrong (and right) AND examine sample 504 portfolio items to include.
  • Find out how to get the understanding, implementation, input and support of all general education staff, school administrators, counselors and special ed teachers!
  • Learn how to reconvene the team when things are not working and what to do when the plan is not effective.
  • 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 Psychologists
  • 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. Evaluating Students Under 504 Plans
  4. How to Draft a Personalized 504 Plan (w/ Samples) - AND Documentation to Include
  5. Implementing and Review of the Plan
  6. Common School Scenarios: Handling Legal Problems (w/Examples)

Continuing Education Credit

Continuing Legal Education – CLE: 7.00

International Association for Continuing Education Training – IACET: 0.60

Teacher Education Credit – Teacher Education Credit: 6.00

* denotes specialty credits

Agenda / Content Covered

  1. Understanding What a Section 504 Plan is and Why it's Needed
    9:00 - 10:00, John R. Stanek
    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
    10:00 - 11:00, John R. Stanek
    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?
  3. Evaluating Students Under 504 Plans
    11:15 - 12:15, Wendy Jacobs
    1. Evaluating Students Under 504 vs. IDEA
    2. Conducting Evaluations Under 504: How, When and Who?
    3. Evaluation Process, Procedures, Guidelines and Sample Forms
    4. What Does an Inadequate Evaluation Look Like?
    5. Expectations of the Family Regarding 504 Plans
  4. How to Draft a Personalized 504 Plan (w/ Samples) - AND Documentation to Include
    1:15 - 2:15, Wendy Jacobs
    1. Who Should Draft the 504 Plan?
    2. What Should a Formal Plan Look Like?
    3. Inconsistent Standards and Documentation
    4. Involving General Education Teachers in the Development of the Plan
    5. Drafting Emergency Health Plans Included in 504 Plans
    6. Review of 504 Plans Gone Wrong (and Right)
    7. Sample 504 Portfolio Items to Include
  5. Implementing and Review of the Plan
    2:30 - 3:30, Robert P. Montgomery
    1. Understanding, Implementation, Input and Support of ALL Staff
    2. Training and Responsibilities of ALL Staff
    3. Transitioning From Plan to Plan
    4. Should the Plan be Changed? Is it Working?
    5. Handling Classroom and/or Building Changes
    6. Reconvening the Team When Plan Isn't Working
    7. Dealing With Lack of Follow-Up
    8. Annual Review of the 504 Plan - What's Needed
    9. Providing Accommodations, Modifications and Services (w/Real-World Examples)
  6. Common School Scenarios: Handling Legal Problems (w/Examples)
    3:30 - 4:30, Robert P. Montgomery
    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

WENDY JACOBS serves as deputy general counsel to the Douglas County School District. Ms. Jacobs has more than 18 years of experience in education law, with a particular focus on special education and student programming. Prior to joining Douglas County School District, she worked at the Colorado Department of Education, overseeing Colorado's legal procedures for resolving special education disputes, including acting as a special education complaints investigator, training IDEA administrative law judges, and developing state-wide special education policy and guidance. Prior to being at CDE, Ms. Jacobs worked as an attorney in private practice, representing school districts around the United States in special education and civil rights matters, including administrative hearings and trials and appeals in state and federal court. She has presented on special education matters in several jurisdictions, including Colorado, Georgia, Florida, and Virginia. Ms. Jacobs earned her B.A. degree from the University of Virginia and her J.D. degree from the Wake Forest University School of Law.

ROBERT P. MONTGOMERY is an attorney with the law firm of Semple, Farrington & Everall, P.C. in Denver, where his practice is concentrated in the areas of education law, labor and employment and civil litigation. Mr. Montgomery’s education law practice focuses on advising school districts on special education and 504 plans. He earned his B.A. degree from the University of Oklahoma and his J.D. degree from the University of Denver Sturm College of Law. Prior to attending law school, Mr. Montgomery served as a high school social studies teacher. He is a member of the Colorado Bar Association, Denver Bar Association, and the Council of School Attorneys.

JOHN R. STANEK has more than 35 years of experience in public education, including various aspects of public education law and concentrating in law governing students with disabilities in the public schools. Mr. Stanek is currently serving Colorado schools and school districts as special counsel for Anderson, Dude & Lebel, P.C. (“ADL”) in Colorado Springs. He earned a bachelor’s degree from the University of Colorado at Denver, his master’s degree in school psychology from the University of Colorado at Denver, and his law degree from the University of Denver. Prior to his work as special counsel at ADL, in 2017, Mr. Stanek retired as the in-house legal counsel for Cherry Creek School District. Prior to his role as in-house counsel, he was executive director of student achievement services-special education for Cherry Creek School District. Prior to his work in Cherry Creek, Mr. Stanek served as associate in-house legal counsel for Douglas County Schools after first serving Douglas County Schools as a regional director of special education and, earlier, as a school psychologist. He has also taught for more than 20 years as an adjunct professor at the graduate level in school law, special education law, functional behavior assessment and planning and human learning at the University of Colorado at Denver.

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

CO CLE: 7.00
This program has been accredited for 7.0 hours of General Colorado Continuing Legal Education Credit, including 0.0 ethics credit.

International Association for Continuing Education Training

Credit Logo
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 how to evaluate students under 504 Plans. 4. State two tips for how to draft a personalized 504 Plan. 5. State how to implement and review the plan. 6. State how to handle two common 504 problems.

Teacher Education Credit

CO TEC: 6.00
6.0 Colorado Clock Hours of Professional Development credit available.

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How To Order

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