Audio CD + Course Book

IEPs and 504 Plans: A Legal Compliance Guide

Audio CD + Course Book

Copyright Date:

May, 2018

Product ID#:

78921CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • AZ CLE - 12.00
From Event: IEPs and 504 Plans: A Legal Compliance Guide, held May 2018.

Program Description

IEPs and 504 plans are essential tools to ensure positive learning outcomes for many students. They also have the potential to cause legal issues for schools if they aren't properly planned and carried out. This comprehensive guide will show you how to mitigate legal liabilities in IEPs and 504 plans. Take away valuable information you can use to spot potential issues in your school's IEP and 504 plan processes. Order today!

Course Content

Day One

  1. Special Education Legal Updates
  2. IEP Evaluations and Eligibility
  3. Creating Legally Defensible IEPs: A Step-by-Step Guide
  4. The IEP Meeting Process: Legal Pitfalls to Avoid
  5. IEP Goal Progress Monitoring: Ensuring Legal Compliance
  6. Avoiding Common IEP Errors and Mistakes

Day Two

  1. How the 504 Plan Process Works: Critical Legal Essentials
  2. 504 Plan Eligibility: What are the Determining Factors?
  3. The Anatomy of an Effective 504 Plan: Overcoming Legal Ambiguities
  4. 504 Plan Reviews and Reevaluations: Legal Best Practices
  5. Handling IEP and 504 Plan Disputes
  6. Manifestation Determination Review (MDR) Essentials
  7. Discipline and Expulsion Best Practices

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 AZ - Credit Approval Expiration 05/09/2020


* denotes specialty credits

Agenda / Content Covered

Day One

  1. Special Education Legal Updates
    9:00 - 9:45, Kimberly R. Davis
    1. The Every Student Succeeds Act (ESSA) and Special Education
    2. Recent Dear Colleague Letters
    3. OSEP Policy Letters
    4. State Law Updates
  2. IEP Evaluations and Eligibility
    9:45 - 10:45, Cathleen M. Dooley
    1. Child Find Essentials
    2. IDEA Eligibility Categories
    3. Best Practices for Difficult-to-Place Disabilities
    4. Documentation Essentials
    5. Evaluation and Eligibility Disputes: Legal Best Practices
  3. Creating Legally Defensible IEPs: A Step-by-Step Guide
    11:00 - 12:00, Cathleen M. Dooley
    1. Overview of the Development Process: Who Should be Involved?
    2. Functional Performance and Academic Achievement
    3. Measurable Annual Goals
    4. Special Education Aids and Services
    5. Participation in Mainstream Classrooms
    6. Appropriate Measurable Post-Secondary Goals
    7. Legally Appropriate IEP Modifications
  4. The IEP Meeting Process: Legal Pitfalls to Avoid
    1:00 - 2:15, Kimberly R. Davis
  5. IEP Goal Progress Monitoring: Ensuring Legal Compliance
    2:30 - 3:30, Kimberly R. Davis
    1. What the IDEA Says About Progress Monitoring
    2. Documenting Progress
    3. Reporting Lack of Progress
  6. Avoiding Common IEP Errors and Mistakes
    3:30 - 4:30, Cathleen M. Dooley
    1. Predetermination on IEPs
    2. IEPs with no Meaningful Educational Benefit
    3. Failure to Document Changes in Placement Decisions
    4. Failure to Properly Include Parents in the Process

Day Two

  1. How the 504 Plan Process Works: Critical Legal Essentials
    9:00 - 9:45, Kimberly R. Davis
  2. 504 Plan Eligibility: What are the Determining Factors?
    9:45 - 10:45, Kimberly R. Davis
    1. Section 504 of the Rehabilitation Act: What it Does and Doesn't Cover
    2. Disability Definition Ambiguities
    3. Documenting the Evaluation Process
    4. Substantial Limitations What is the Bar?
    5. Impairment Determinations: What Can and Cannot be Considered?
    6. IEP, 504 Plan or Both - Unravelling Difficult Eligibility Situations
  3. The Anatomy of an Effective 504 Plan: Overcoming Legal Ambiguities
    11:00 - 12:00, Heather R. Pierson
    1. How to Address Disabilities
    2. Essential Accommodations and Modifications
    3. Placement in Least Restrictive Environment
    4. Red Flags to Avoid
  4. 504 Plan Reviews and Reevaluations: Legal Best Practices
    1:00 - 1:45, Heather R. Pierson
  5. Handling IEP and 504 Plan Disputes
    1:45 - 2:30, Heather R. Pierson
  6. Manifestation Determination Review (MDR) Essentials
    2:45 - 3:30, Heather R. Pierson
    1. When MDRs Are and Are not Required
    2. Required Participants for MDR Meetings
    3. Essential Information to Consider
    4. Determining if Conduct Was a Manifestation
  7. Discipline and Expulsion Best Practices
    3:30 - 4:30, Heather R. Pierson
    1. Providing Services During Disciplinary Removal
    2. Changes in Placement
    3. Multiple Suspensions and Denials of FAPE
    4. Due Process Hearing Essentials

KIMBERLY R. DAVIS is an attorney at Udall Shumway, where she is a member of the school law section, representing the firm's education law clients throughout the state. Ms. Davis comes to Udall Shumway uniquely qualified in the area of education law. Prior to completing her legal education and joining the firm, she worked as a school psychologist for 12 years in both the states of Arizona and Washington. She routinely defends school districts and charter schools in matters related to special education, Office of Civil Rights (OCR) complaints, Section 504 due process hearings, mediation, and special education state complaints. She also provides daily advice and assistance in matters related to the Americans with Disabilities Act, student discipline, personnel issues, and student records. She has also given in-service workshops to district and school personnel on a wide range of special education and disability related topics, and speaks at state-wide conferences. She is admitted to practice in Arizona; and is a member of the State Bar of Arizona, Arizona Council of School Attorneys, Arizona School Boards Association, and National School Boards Association. Ms. Davis earned her B.S., M.Ed., and Ed.S. degrees from Idaho State University; and her J.D. degree from Phoenix School of Law.

CATHLEEN M. DOOLEY is a partner with the law firm of Udall Shumway where she practices in the education law section. She represents and provides legal advice to school districts and charter schools on a broad range of matters, including special education (such as 504 complaints, special education due process hearings, and IEP issues), personnel matters (such as EEOC complaints and employee disciplinary proceedings), contracts, open meeting law, and student discipline. Ms. Dooley has presented on personnel and special education issues at numerous conferences, including the AZ CEC/CASE Principals Institute, the Arizona Charter School Association Legal Week program, and the Arizona School Board Association Annual Law Conference. She is admitted to practice before Arizona state courts and the 9th Circuit Court of Appeals. Ms. Dooley is a member of the State Bar of Arizona, the Pima County Bar Association, and the Southern Arizona Legal Aid (board member, 2009-present; vice president, 2015- present).

HEATHER R. PIERSON is an attorney with Udall Shumway. She is a member of the school law section, representing school districts and charter schools throughout the state. Prior to joining the firm, Ms. Pierson taught behavior disordered students. During her teaching career, she was involved in the development and implementation of individualized education plans (IEP) and behavior plans, and attended several trainings on special education and regular education interventions and strategies. While in law school, Ms. Pierson provided in-home ABA services for autistic children under the age of three and participated in the Whittier Law School Special Education Clinic, which provided special education advocacy services for children with developmental disabilities. Additionally, Ms. Pierson earned her master's degree in special education in 2004. Ms. Pierson primarily focuses her school law practice on special education and disability related matters. She routinely defends school districts and other public educational institutions in matters related to special education due process hearings, Office of Civil Rights (OCR) complaints, Section 504 due process hearings, mediation, and special education state complaints. Ms. Pierson provides daily advice and assistance in matters related to special education, Section 504, the Americans with Disabilities Act, student discipline, personnel issues, and student records. She has also given in-service workshops to district personnel on a wide range of special education and disability related topics, and speaks at state-wide conferences.

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

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

AZ CLE: 12.00 Credit Approval Exp
05/09/2020
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 12.0 hours toward your annual MCLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.


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