Live Seminar

Handling the Workers' Compensation Case From Start to Finish



Tuesday, May 15, 2018


9:00 AM - 4:30 PM

Product ID#:



Holiday Inn & Suites Lake Charles South

2940 Lake Street

Lake Charles, LA 70601


$339 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • LA CLE - 6.00


  • HRCI - 6.00
  • IACET - 0.60
  • SHRM CP/SCP - 6.00

Program Description

Gain Tips and Strategies From Experienced Practitioners

Are you fully prepared to handle workers' compensation claims? This strategic course walks you through the step-by-step practicalities of handling a workers' compensation case, from initial intake through the hearing process. Whether you represent the claimant or the defendant, you'll gain the knowledge you need to effectively advise and zealously defend your client's position. Register today!

  • Skillfully work up your cases, knowing the process and procedures to follow.
  • Discover the key elements and facts to confirm during the initial investigation.
  • Recognize the medical evaluation and discovery issues surrounding claims.
  • Find out how to accurately determine the value of a claim.
  • Get up to speed on how to handle Medicaid liens, Medicare set asides and dual eligibility settlements.
  • Gain a better understanding of the applicable statutes, regulations and case law.
  • Confidently represent your clients in workers' compensation hearings.
  • Learn opposing counsel's strategies so you can anticipate actions and proactively plan for reactions.

Who Should Attend

This basic-to-intermediate level program provides practical information on workers' compensation claim procedures for:

  • Attorneys
  • In-House Counsel
  • Workers' Compensation Administrators
  • Insurance Claim/Risk Managers
  • Human Resources Professionals
  • Paralegals

Course Content

  1. Overview of Laws and Concepts
  2. Preparing Your Case: Procedures for Claimant and Defendant
  3. Determining the Value of the Claim
  4. Medical Issues During the Claim
  5. Medicare Set Asides, Medicaid Liens and Other Settlement Considerations
  6. Hearings: Practice and Procedure
  7. Recovery From Third Parties
  8. Ethical Obligations

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

Human Resource Certification Institute – HRCI: 6.00

International Association for Continuing Education Training – IACET: 0.60

Society for Human Resource Management – SHRM CP/SCP: 6.00

* denotes specialty credits

Agenda / Content Covered

    9:00 - 10:00, Philip E. Roberts
    1. State and Federal Workers' Compensation Laws
      1. Scope of Employer Liability
      2. Who is Covered? - Employees, Independent Contractors, Subcontractors
      3. Compensability? - Injuries and Occupational Diseases
      4. Affirmative Defenses
      5. Extraterritorial Application of State Laws
      6. Non-Occupational Disability Benefit Laws
    2. Types of Benefits and Claims
    3. Statute and Case Law Update
    10:00 - 10:30, James R. Morris
    1. Claimant's Attorney: Intake, Investigation and Case Preparation
    2. Defendants' Attorney: Receipt of the File, Investigation and Case Preparation
    10:45 - 11:15, Thomas E. Townsley
    11:15 - 12:00, Thomas E. Townsley
    1. Medical Discovery Issues
    2. Choice of Doctor
    3. Second Medical Opinions
    4. Medical Evaluation Issues and IMEs
    5. Vocational Rehabilitation and Functional Capacity Evaluations
    1:00 - 1:45, H. Clay Ward III
    1. Mediation Strategy
    2. Liens
    3. Medicaid Liens - What You Need to Know Now
    4. Medicare Set Aside (MSA) Considerations and Medicare Secondary Payer Act (MSPA) Requirements
    5. Dual Medicare and Medicaid Eligibility Settlements
    1:45 - 2:30, H. Clay Ward III
    2:45 - 3:30, Philip E. Roberts
    3:30 - 4:30, Philip E. Roberts
    1. Rules of Professional Conduct
    2. Communication with Other Parties
    3. Attorneys' Fees
    4. Lawyer Liability

JAMES R. MORRIS is an attorney with Morris Law Firm where he practices in the areas of personal injury law, workers' compensation and real estate. He received his B.A. degree from Centenary College and his J.D. degree from Louisiana State University. He is a member of the Louisiana State Bar Association and is admitted to practice in Louisiana.

PHILIP E. ROBERTS is a partner in the Lafayette office of the law firm of Ungarino & Maldonado, LLC, where he practices primarily in the areas of workers' compensation, medical malpractice, automobile, and general liability defense. Mr. Roberts has lectured on ethics for various professional organizations. He is a member of the Lafayette Parish and Louisiana State bar associations. Mr. Roberts earned his B.A. degree from Louisiana State University and A&M College, and his J.D. degree from Louisiana State University Law Center.

THOMAS E. TOWNSLEY is founder of The Law Office of Thomas E. Townsley, LLC in Lake Charles, LA, where he focuses his practice in personal injury, automobile accidents, workers’ compensation, Social Security, and premise and products liability. He is admitted to practice in Louisiana; U.S. District Court, Western District of Louisiana; U.S. District Court, Middle District of Louisiana; U.S. District Court, Eastern District of Louisiana; and U.S. Court of Appeals, Fifth Circuit. He has been named a Super Lawyer and is a fellow with the American Bar Foundation. He received his B.A. degree, cum laude, from Indiana University; and his J.D. from Indiana University School of Law - Bloomington. He is a member of the American and Southwest Louisiana Bar Association, American Association for Justice, and the Albert C. Tate Inns of Court.

H. CLAY WARD III is a solo practitioner in Lake Charles, Louisiana and has handled workers' compensation claims across the state for both injured workers and insurers for more than 20 years. Mr. Ward has defended a variety of cases on behalf of numerous insurers, self-insurer funds and TPAs. He has a great deal of experience dealing with complex workers' compensation matters, having defended numerous chemical exposure cases and also having defended a major insuring concern in the Louisiana PPO litigation. Since 2000, his primary focus has been assisting injured workers who have sustained all manner of work-related injuries, ranging from brainstem injuries to serious cervical and lumbar spine injuries. Mr. Ward earned his B.A. degree from Louisiana State University and his J.D. degree, cum laude, from the Southern University Law Center. He is a member of the Louisiana State Bar Association and has been involved in numerous professional organizations over the years.

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

LA CLE: 6.00 Includes - Ethics: 1.00
This course or a portion thereof has been approved by the Mandatory Continuing Legal Education Committee of the Louisiana Supreme Court for a maximum of 6.0 hours (based on a 60-minute credit hour) of credit, of which 1.0 hour will apply to ethics.

Human Resource Certification Institute

N HR: 6.00
“The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit.” This program has been approved for 6.0 recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HRCI homepage at

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, attendees should be able to: 1. State the types of benefits and claims. 2. Describe how a claimant attorney investigates a case. 3. Identify how to determine the value of a claim. 4. State the medical discovery issues during a claim 5. Describe how to handle Medicare set asides. 6. Identify the practices and procedures for a workers' compensation hearing. 7. State how recovery from third parties works. 8. State the ethical obligations attorneys have during a workers' compensation claim.

Society for Human Resource Management

N SHRM: 6.00
NBI, Inc. is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 6.0 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit

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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