Agenda / Content Covered

10:00 am to 5:00 pm Eastern Standard Time
Presenters: Anne C. Hartwig, Amanda Pirt Meyer and Grayson Smith Cannon

1. Client Intake Issues Under the New Rules of Representative Conduct
   10:00 - 10:45
   
   1. Rules of Representative Conduct Update
   2. Should You Advise Clients to Apply for SSI and SSDI at the Same Time? Pros and Cons
2. New Evidence Submission Rules and Challenges
   10:45 - 11:15
   
3. Recent POMS Update
   11:30 - 12:00
   
4. Brief Writing and the Recent SSRs
   12:00 - 12:30
   
5. Hearing Tactics and New Vocational Expert Issues
   1:00 - 2:00
   
   1. Changes in Hearing Procedure and Case Presentation Tips
   2. Supplemental Hearings
   3. Cross-Exam of Vocational Experts After Biestek v. Berryhill
6. Proving Pain and Mental Impairment in Physical Claims
   2:00 - 2:45
   
7. Useful Tips for Getting Paid, Including EAJA Fees
   3:00 - 4:00
   
8. Avoiding Ethical Pitfalls
   4:00 - 5:00
   
   1. Client Misconduct
   2. Representative Misconduct
   3. Guarding Confidentiality
   4. Addressing Negative Evidence

Accreditation Details:

ANNE C. HARTWIG is an attorney with Becker Law Office, S.C., where she has extensive administrative law experience, public benefits (Medicaid and Medicare) experience, and special education experience. She practices in the areas of colleges and universities, public schools, disability, domestic violence and neglect, ethics, mental health, and Social Security (disability, retirement, and survivors benefits). Ms. Hartwig also was managing attorney at LAW, Inc., where she practiced family law and healthcare law. She was a visiting professor at Temple Law School in Philadelphia and taught healthcare regulation, finance, and bioethics. Ms. Hartwig has done extensive research and writing in the area of bioethics and aggression. She is a member of the Ethics Committee at Meriter Hospital in Madison, and the Progressive Community Services, Inc. Board. Ms. Hartwig earned her B.A. degree from the University of Wisconsin-Madison; her J.D. degree from the University of Wisconsin Law School; and her Ph.D. degree, with honors, from the University of Wisconsin-Madison.

AMANDA PIRT MEYER is an attorney with Haskins Short & Brindley LLC, where she focuses her practice on Social Security disability law, probate law, guardianship law, trust administration, and special needs trusts. Ms. Pirt Meyer has a background in health insurance and science, and began her legal career by practicing personal injury law. She has previously presented on the intersection of probate and personal injury law. She is a member of the National Organization of Social Security Claimants’ Representatives, State Bar of Wisconsin, and the Dane County Bar Association. Ms. Pirt Meyer earned her B.S. degree from the University of North Carolina at Greensboro and her J.D. degree from Marquette University Law School.

GRAYSON SMITH CANNON is an attorney in the Gallatin firm of Phillips & Ingrum, where her main areas of practice are Social Security, domestic relations law, family law, and probate. She has previously lectured on Social Security disability matters for National Business Institute. Ms. Smith Cannon has also lectured on Social Security issues, wills and estates, and probate before the public and other attorneys. She is a member of the National Organization of Social Security Claimants' Representatives, Lawyers Association for Women, and the Tennessee and Nashville bar associations. Ms. Smith Cannon earned her B.A. degree from Rhodes College and her J.D. degree from Nashville School of Law.