2017 Annual Conference — Session Descriptions
IARP Annual Conference

Focus: Forensics = Forensic LCP = Life Care Planning SSVE = Social Security Vocational Experts
RDCM = Rehabilitation Disability & Case Management VRTS = Vocational Rehabilitation & Transition Services

Session Descriptions

Thursday, October 12

Full Day Workshops

8:30 am - 4:30 pm

LCP

LCP: Lung and Liver Transplantation: Life Care Planning Considerations (000)

Pre-Conference Coordinator:
Kathie Allison, PT, MS, CLCP, Kathie Allison Life Care Planning

Medical staff from the Washington University School of Medicine / Barnes Jewish Medical Center will lecture:
E.P. Trulock, MD, Division of Pulmonary & Critical Care Medicine, Washington University School of Medicine
Jeffrey S. Crippin, MD, Washington University School of Medicine, Medical Director, Liver Transplantation

This day of education will be presented by medical specialists in lung and liver transplantation and the transplant coordinator from Barnes Jewish Medical Center and Washington University School of Medicine in St. Louis, MO. Barnes Jewish Medical Center is a premier center for transplantation in the Midwest and we have a great opportunity to offer their expertise to our conference attendees. The day will conclude with life care planning specific information provided by a life care planner experienced in transplant cases.

An overview of the evaluation process for organ transplantation, patient selection, criteria for transplant consideration, and an overview of the treatment phases including evaluation, transplantation, first year follow-up, and annual lifetime follow-up will be covered. Organ retrieval, surgical aspects of lung and liver transplantation, transplant medication overview, complication considerations, as well as post-transplant life impact, and long-term care needs will be addressed. Life expectancy issues will be discussed specific to each organ transplant, as well as Life Care Planning coding, costs, resources, medications, and lifetime consideration of transplant versus no transplant cost projecting.

Speaker Bio:
Kathie Allison, PT, MS, CLCP, is a physical therapist with over 42-years of experience in the rehabilitation field. Her LCP business, Kathie Allison Life Care Planning, is based out of Kansas City MO and provides life care plans to attorneys and for the self-insured industry.  She has completed over 125 life care plans for lung, liver, kidney, heart and/or multi-organ transplants. She has participated in panel discussions regarding: unique contributions of a physical therapist in the life care planning process, life care planning for rehabilitation experts, and establishing damages in catastrophic injuries as CLE for attorneys. She authored an article: “Transplantation Overview” in the Spring 2015 Journal of Nurse Life Care Planning dedicated to the topic of Transplantation. Ms. Allison has gathered an exceptional group of local transplant experts to provide a day-long overview of the current state of lung and liver transplantation.



8:15 am - 4:45 pm

SSVE

(001) Unusual Hypotheticals for Social Security Vocational Experts

Amy Vercillo, ScD, LRC, CRC, CDMS, Rehabilitation & ReEmployment Inc.

SSVEs are frequently challenged with unusual hypotheticals that are outside of occupational definitions (hybrids as far as tasks, skills, and strength) and must be answered within the hearing quickly. The presentation will include small group discussion of each question and then comparison and discussion of the attendees’ responses. Research, case law, regulations, and resources to support responses to unusual hypotheticals will be presented. The presentation will review the theoretical and regulatory basis for response to these hypotheticals and give the participants role-play practice and feedback to their responses to hypotheticals.

Educational Objectives: Participants will be able to identify the key vocational components of typical and unusual hypotheticals presented in Social Security Disability Hearings; Participants will be able to identify key Social Security rulings and regulations specific to vocational definitions and the framing of hypotheticals; Participants will have the opportunity to discuss in small groups and during the large group question and answer period their own responses, and the most common answers of the participants; Participants will be able to identify and discuss the basis used for the opinions and typical responses.

Speaker Bio:
Dr. Amy Vercillo
has a Bachelors, Masters and Doctoral degree from Boston University in Vocational Rehabilitation. She is a Licensed Rehabilitation Counselor in Massachusetts, is a Board Certified Rehabilitation Counselor, a Board Certified Disability Management Specialist and Vocational Expert for the Social Security Administration. She currently serves on the MA State Professional Licensing Board of Allied Mental Health as the Rehabilitation Counseling Representative and previously served as the Vocational Rehabilitation representative on the Governors’ Advisory Council on Workers' Compensation. Dr. Vercillo is an adjunct professor at the University of Massachusetts Boston in Disability Management and Vocational Rehabilitation. She has conducted research on the issues of Job Retention, Vocational Services following a Work Related Injury, as well as Homelessness, Disability and Vocational Services. Dr. Vercillo has spoken extensively at national conferences on Social Security and vocational issues and has authored a book chapter on Consultation in Social Security Disability Law. Dr. Vercillo has been one of principles of Rehabilitation and Re-Employment a private rehabilitation agency providing vocational case management as well as expert testimony. She has been qualified as an expert witness in Federal, State and Administrative Courts.

 


Half Day AM Workshops

8:15 am - 12:15 pm

VRTS

(002) Transition Services: Making the Connection

Judith L. Drew, PhD, CRC, VocWorks

For many students with learning differences or mental health issues, anxiety can become a significant obstacle to transitioning into the adult world. Vocational experts can play a significant role in facilitating the school-to-work transition process, especially in light of WIOA. This highly interactive Pre-Con will provide the foundation for vocational expert work in this area. Case examples and small group activities will emphasize key concepts and increase competencies in this area of practice. Also, references/resources for participants will be included in the presentation.

Educational Objectives: Identify the range of factors that are likely to contribute to increased anxiety for transitioning students; Discuss and apply strategies for helping students reduce their anxiety using evidence-based practices to increase their self-knowledge through educational, personality and vocational assessments; and Demonstrate how to incorporate transition-related vocational expert services into expert practice.

Speaker Bio:
I am the president of VocWorks in Cumberland, RI. I have been in private practice for over 25 years and focuses on career and rehabilitation counseling, school to work transition assessments, vocational expert testimony, vocational assessment, and staff development and training for-profit and non-profit settings. I have worked in a variety of settings including community mental health centers, a private school for boys with mental health, behavioral and social difficulties, and with managed care providers.

I obtained my Ph.D. from The Ohio State University. I have been teaching Rehabilitation Counseling courses in higher education institutions for over 20 years. Currently, I am an Assistant Professor at Salve Regina University where I am the Program Director for the MA degrees in Rehabilitation Counseling and Clinical Rehabilitation and Mental Health Counseling, and a CAGS in Rehabilitation with a Mental Health Concentration.

In addition, I frequently have been a speaker for regional, national and international conferences on vocational assessment practice and transition issues for youth. My research and writing interests include evidence-based practice models for vocational assessment, career counseling with underserved populations, and the intersection between governmental disability employment policies and the real world implementation and application of those policies.


8:15 am - 12:15 pm

Forensics LCP SSVE RDCM VRTS

(003) Advancing Your Practice with Technology: An Exploration of Resources for Professionals

Level: Intermediate
Kourtney Layton, MRC, CRC, LVRC, ABVE/F, CLCP, Kourtney Layton & Associates, Inc.; Sara Statz, MS, CRC, CIWCS, Valley Vocational Services

As busy professionals, we are always looking for resources to help streamline our business, maximize efficiency, and stay at the forefront of our profession. The trouble is, who has the time to stay on top of all the new technological developments AND run a practice? In this session, we’ll take a look at some of the newest technology available and show you how to use it so you leave with tools you can start working with right away. From reputation management resources, billing and accounting software, records management tools, HIPAA compliant video conferencing equipment, new developments in teleconferencing and fax technology, new job search resources and the newest developments in working in the cloud, we will cover it all.

Educational Objectives: Participants will leave with useful tools to better serve the needs of their clients; Participants will leave with useful tools to maximize efficiency of their overall practice; Participants will be able to identify and understand how to use HIPAA compliant technology; Participants will leave with the ability to make educated and informed decisions about the use of technology in their practice.

Speaker Bios:
Kourtney Layton holds a Bachelor’s degree in Psychology and a Master’s degree in Vocational Rehabilitation Counseling. She is a Certified Life Care Planner, Licensed Vocational Rehabilitation Counselor in the State of Utah, and a Fellow with the American Board of Vocational Experts.

In addition to her private vocational rehabilitation and job placement practice, Ms. Layton performs vocational analysis, life care planning and earning capacity assessment services in family law, Social Security, worker’s compensation and personal injury settings. She also regularly provides testimony as a Vocational Expert in administrative hearings for the Social Security Administration’s Office of Disability Adjudication and Review and for the Utah Department of Health Medicaid Division.

Sara Statz is a Fellow and International Psychometric Evaluator with the American Board of Vocational Experts as well as a Certified Rehabilitation Counselor from the Commission on Rehabilitation Counselor Certification.  She also received extensive training from the Idaho Industrial Commission and is a Certified Idaho Workers' Compensation Specialist at the Advanced level.  She holds a Master of Science in Vocational Rehabilitation Counseling and a Bachelor of Science in Vocational Rehabilitation with an emphasis on Social Work and Psychiatric Rehabilitation.  She obtained both degrees from the prestigious University of Wisconsin-Stout where she graduated Cum Laude.

 


Half Day PM Workshops

1:30 - 5:15 pm

Forensics LCP SSVE RDCM VRTS

(004) Getting Published, Making the Process Clearer and Less Mystical

Level: Intermediate
Theodore Smith, PhD, CRC, CLCP, LRC, LVRC, University of Louisiana Lafayette; Tanya Owen, PhD, CRC, CLCP, CDMS, Owen Vocational Services, Inc.

Getting published offers many benefits for the author. Not only does getting published offer an opportunity to present one’s work, but also this presents a chance to obtain peer review for one’s opinions, ultimately assisting with any Daubert challenge. However, do you know how to get published? For many the process of publishing is not only daunting, but perhaps an impossible feat. This presentation will make the process of selecting a topic, preparing a manuscript, identifying a journal, and responding to feedback from an editor less mystifying. The publication process, from original idea to final product, will be delineated. Presenters will also address questions from the audience about individual publication ideas.

Educational Objectives: Select a topic for manuscript publication; Identify sources of data to include in manuscript; Better understand APA format and resources for guidance; Feel more comfortable participating in manuscript publication.

Speaker Bios:
Dr. T. Scott Smith, arrived at the University of Louisiana at Lafayette, in 2006, which still pursuing his doctorate degree in Educational Psychology from Texas A & M University. In 2002, Dr. Smith transitioned from Instructor to Assistant Professor. In addition to having a Doctorate degree in Educational Psychology, he is also a Licensed Rehabilitation Counselor. As such, his professional and also research interest cover many distinct areas. Research interests include neurological assessment of head injury, false memory and emotion, medical malpractice and application of wages, and also judicial decision making.

Tanya Owen is a certified rehabilitation counselor and life care planner. She has been in private practice in Arkansas since 2001 and is an active in the Department of Rehabilitation, Education and Research at the University of Arkansas as an adjunct professor and guest lecturer. She works with veterans in the northwest Arkansas area through the Chapter 31 program, as she previously did while living in San Diego. She has independently researched and published articles in the Journal of Life Care Planning, The Rehabilitation Professional and the Journal of Rehabilitation. She earned a Ph.D. in Rehabilitation in 2011 and a Master's degree in Counseling Psychology in 1996. She has provided testimony in various state and federal courts and in Social Security disability adjudication hearings.


1:30 - 5:15 pm

VRTS

(005) VRTS: Vocational Evaluation's Modern Career Role: From Carburetor to Fuel Injector

Level: Intermediate
Samuel Castiglione, EdD, PVE, NCSP (ret.), VECAP

In today’s integrated career-transition-workforce-rehabilitation hybrid world, vocational evaluation has morphed from a clunky carburetor to an efficient fuel injector in its role supporting career advancement. Using excerpts/examples from case studies, the presenter will link past principles to current practices based on vocational evaluation’s unique use of work.

Educational Objectives: Distinguish essential elements, levels, and tools of modern and future vocational evaluations; Use historical foundations to bolster current arguments for vocational support; Perceive opportunities for vocational evaluation’s collaborative role in modern career development.

Speaker Bio:
Dr. Castiglione is currently 2017 VECAP President and is consulting with national groups on the role of vocational evaluation. He worked as a vocational evaluator for the Workforce & Technology Center in Baltimore from 1995 to 2016, still serving there as a volunteer codifying work sample binders and training new evaluators. He has worked in business as a sales rep, sales office manager and trainer, and a human resource consultant to businesses in Maryland. Prior to that he was a school psychologist for ten years in Pennsylvania and Ohio; worked in college counseling and personnel services; and started out in pastoral counseling and secondary school guidance.


Friday, October 13

Breakout 1

9:45 - 11:00 am

Forensics SSVE VRTS

(101) CACREP Panel

Focus: Forensic, SSVE, VRTS | Level: Entry
Rick Gressard, PhD, Interim CEO/President of CACREP; David Strauser, PhD, University of Illinois at Urbana-Champaign

1997 is the known centennial anniversary of vocational rehabilitation counseling in America. It is also a significant year for the unification of educational standards in the counseling profession. The members of this panel will discuss the overall significance of the educational standards for rehabilitation counseling within the counseling profession, the process and status of preserving the history of the counseling specialty through the development and adoption of the new traditional rehabilitation counseling standards, the challenges and strengths for rehabilitation counseling, and the opportunities for rehabilitation counseling in the future.

Speaker Bios:
Rick Gressard is the Interim President/CEO of CACREP. His academic position is Chancellor Professor in the Counselor Education Program at the College of William & Mary and Coordinator of the Addictions emphasis for the Clinical Mental Health Counseling specialty. He has over 45 years of experience as a counselor and 38 years experience as a counselor educator. Before earning his Ph.D. at the University of Iowa, Dr. Gressard worked as a substance abuse counselor for five years after receiving his Master's degree from Kent State University. After completing his Ph.D., Dr. Gressard taught for seven years in the counseling program at the University of Virginia and for five years he was an Assistant Professor of Psychiatry at the UVA School of Medicine. In 1993, Dr. Gressard came to William and Mary where he has taught addictions counseling and where he created the New Leaf Addiction Clinic. He has served as Chair of the Virginia Board of Counseling, Chair of the National Board for Certified Counselors, Vice-Chair of CACREP, Chair of the Virginia Department of Health Professions' Impaired Professionals Committee, and Steering Committee Chair for CACREP’s International Registry of Counselor Education Programs (IRCEP). He is an ACA Fellow and he has received the University of Iowa Rehabilitation Counseling Program’s Alumnus of the Year Award, the Thomas J. Sweeney National Professional Leadership Award, the SACES Outstanding Mentor Award and, along with the CACREP staff and the other members of the 2009 Standards Revision Committee, he received the ACES Robert O. Stripling Award for Excellence in Standards. His licenses and certifications include the Licensed Professional Counselor, the Licensed Substance Abuse Treatment Professional (both in Virginia), the National Certified Counselor, and the Master Addictions Counselor.

David R. Strauser, Ph.D. is a Professor in the Department of Kinesiology and Community Health at the University of Illinois at Urbana-Champaign where he also directs the Work and Disability Lab. He received his Ph.D. in Rehabilitation Psychology from the University of Wisconsin-Madison in 1995. He is one of six members elected to the Sloan Family Institute section on Work and Disability, received the distinguished James Garrett Distinguished Career Research Award (2011) from the American Rehabilitation Counseling Association, the National Council on Rehabilitation Education New Career Award (1997) Researcher of the Year Award (2011) and received multiple research awards from the American Rehabilitation Counseling Association and National Rehabilitation Association. In 2014 Dr. Strauser received the George N. Wright Varsity Award given to an outstanding Alumni of the Rehabilitation Psychology Program at the University of Wisconsin-Madison. His research focuses is on the career and vocational development of young adults, including young adults with cancer. Dr. Strauser is the Editor in Chief of Rehabilitation Research, Policy and Education and serves on multiple editorial boards of journals related to rehabilitation and individuals with disabilities. He is the editor of the book Career Development, Employment, and Disability in Rehabilitation: From Theory to Practice.  Hehas authored over 100 journal articles and book chapters and is consistently recognized as an international leader regarding the career and vocational development of individuals with disabilities and chronic health conditions. 


9:45 - 11:00 am

LCP

(102) Multicultural Ethics in Life Care Planning: Research and Practice

Focus: LCP | Level: Entry
Mary Barros-Bailey, PhD, CRC, CLCP, CDMS, NCC, D/ABVE, Intermountain Vocational Services, Inc.; Nancy Mitchell, MA, OTR/L, CLCP, FIALCP, Mitchell Disability Assessments; Sherry Latham, BSN, RN, CLNC, CLCP, MSCC, CNLCP, Oklahoma Medical Legal Consulting Services

Although multiculturalism and awareness have been part of contemporary dialogue in many professions, it has received little attention in the specialty of life care planning. This session seeks to bring the topic front and center through the presentation of the results of the first formal study on the topic within the specialty. Through small group processing and large group sharing, participants will learn about the resources available to them in helping to navigate through those multicultural ethical dilemmas to resolution. The codes of ethics covered in this presentation: ABVE, CDMSC, CLCP/ICHCC, CNLCP/AANLCP, and CRCC.

Educational Objectives: Define multicultural ethical issues in life care planning; Identify the most common multicultural ethical issues encountered by life care planners in practice; Consult with their peers in small groups to determine ideas and resources for resolving ethical issues identified.

Speaker Bios:
Mary Barros-Bailey, PhD, CRC is a bilingual rehabilitation counselor, vocational expert, and life care planner. She teaches in the University of Idaho's graduate rehabilitation counseling program and enjoys publishing and presenting on topics dealing with professional practice. She has been presenting on adjunct areas of the proposed topics for the last few years, namely on evidence in forensics and clinical judgment. Over the last year, she has been collaborating with the associated researchers in an attempt to dive deeply into the underlying precepts of the 20 published models of loss of earning capacity analysis to find common ground and advance forensic rehabilitation assessment.

Nancy Mitchell MA, OTR/L, CLCP, FIALCP, is an occupational therapist with 40+ years of experience in various rehabilitation settings. She became a certified life care planner in 1998. Nancy co-owns a private practice, Mitchell Disability Assessments and Life Planning. Her practice specializes in the assessment, research and development of life care plans for children and adults with a broad scope of disabilities as well as performing disability and home nursing assessments.

Nancy holds a master’s degree in gerontology with an emphasis on aging with a disability. She was named a Fellow International Academy of Life Care Planners in 2005. Nancy presents locally and nationally. She has published articles in the Journal of Life Care Planning and Journal of Legal Nurse Consultants as well as a chapter for the Life Care Planning and Case Management Handbook. Nancy writes the quarterly Ethics Interface article for the Journal of Life Care Planning and chairs the ethics committee for the column. She is currently director at large of the International Academy of Life Care Planners to the International Academy of Rehabilitation Professionals organization.

Sherry A. Latham obtained a Bachelor’s of Science in Nursing from the University of Oklahoma in 1985 and has been a Registered Nurse for over 30 years. She has obtained post-graduate certifications as a Certified Legal Nurse Consultant, Certified Life Care Planner, Certified Nurse Life Care Planner & Certified Medicare Set-Aside Consultant. Ms. Latham’s business, Oklahoma Medical Legal Consulting Services, was established in 2003 and provides Life Care Plans, Medical Cost Projections, Life Care Plan Critiques, Deposition Preparation for Attorneys or other experts, Guidance with "Day in the Life Videos", Legal Nurse Consulting & Medicare Set-Aside Allocation Reports nation-wide. She has provided expert testimony as a Certified Life Care Planner nationally since 2003 creating hundreds of life care plans for catastrophic injuries and has been admitted into Federal Court. Ms. Latham dedicates a great deal of time to the International Commission on Health Care Certification, which is the certifying body for the Certified Life Care Planner credential. She serves as Chair of the CLCP Board of Commissioners and as an Executive Board Member of ICHCC.

 


9:45 - 11:00 am

VRTS

(103) Effective Transition Evaluations and Reports for Students with Disabilities

Focus: VRTS | Level: Intermediate
Matt Cohen, JD, Matt Cohen and Associates

Presentation will review the IDEA requirements regarding transition planning and the new Supreme Court standard for what constitutes a Free Appropriate Public Education. It will discuss the process of developing post-secondary goals and their relationship to annual goals. It will highlight the importance of a holistic approach to transitional/vocational evaluation and the importance of broad evaluations and clear prescriptive recommendations for consideration in the process. It will also highlight the importance of functional assessment of the student in all domains and the need to address the student’s ability to function with and without accommodations. It will discuss language that is effective (and ineffective) in writing reports and the importance of identifying what other evaluations may be needed to gain a full understanding of the individual. The session will be useful for evaluators in improving the effectiveness of their evaluations and promoting ethical, impactful evaluations.

Educational Objectives: Participants will understand the requirements for transition evaluations in the IDEA for high school students; Participants will understand the need for holistic transition evaluations that address multiple functional areas; Participants will gain strategies for writing effective and impactful reports.

Speaker Bio:
Matt Cohen is founder of Matt Cohen and Associates the firm and is well known for his work in special education law. In addition to his special education and disability rights work, he has extensive experience in health care and mental health law. He has been the principal litigator in a number of important special education cases. In 1997, he was invited to the White House to participate in the signing ceremony for the IDEA Amendments of 1997, in recognition of his participation in the process. Matt Cohen has lectured frequently, both locally and nationally, on many special education topics, as well as on mental health and confidentiality law. He has conducted presentations in 47 states and abroad and has authored numerous articles on these subjects. He has represented or consulted with hospitals, residential treatment centers, community mental health centers, social service agencies, police social workers and private health care, social services and education practitioners. For many years, Matt was is an adjunct professor of law at Loyola University Law School and has also taught at Northwestern University Law School. He is the author of "A Guide to Special Education Advocacy: What Parents, Clinicians and Advocates Need to Know."


9:45 - 11:00 am

SSVE

(104) Job Numbers: The Highs and Lows of it All

Focus: SSVE | Level: Intermediate
Jeff Truthan, MS, CVE, SkillTRAN LLC

Job numbers — why are they so high or so low sometimes? How does all the numbers stuff work? How can I better respond to questions by aggressive claimant reps? Are there other acceptable data sources available to help build and support an opinion? How do County Business Patterns and Current Employment Statistics help me?

Educational Objectives: Describe three ways of interpreting government employment numbers; Better describe the industry context method of estimation; Use additional sources of government data, including County Business Patterns and Current Employment Statistics; Explain/Defend their choice of methodologies in a hearing or other legal proceeding.

Speaker Bio:
Jeff Truthan draws upon his formal Master's education in Rehabilitation Counseling, his 9 years of practical experience in the trenches of public VR as a counselor and vocational evaluator, his 37 years of customer support, his training of thousands of customers and his design and development of software tools used by thousands to help vocational professionals wrestle with information used in important work decisions. After years of recognizing the challenge of working with government employment numbers and various methods of occupational classification, Jeff introduced in 2008 a new "industry context" method to estimate employment numbers at the DOT level.


Breakout 2

11:15 am - 12:30 pm

LCP

(201) From LCPer Sole Proprietor to LCPer Owned Corporation: 20+ Years Later

Focus: LCP | Level: Intermediate
Tracy Albee, BSN, MediLegal, A Prof. Nursing Corp.

After being in the business for 20+ years, the question this author gets most often, when meeting new life care planners is, “How do I build this business?” Tracy Albee will present the nuts and bolts of success stories on how to start and grow a LCP business. Discussions will include picking the right entry; why client contracts are important; how to invoice so that the money flow is consistent; how to hire support staff and other professionals; and how LCPers plan for retirement. Business fundamentals will be the focus of the presentation, but all topics will be specific to the life care planning industry.

Educational Objectives: The attendee will be able to list the differences between a sole proprietor and the various types of corporate entities; The attendee will be able to identify the importance of having other professionals involved in building a successful LCP company; The attendee will gain knowledge in the area of business development and learn to identify their priorities to be successful in their LCP practice; The attendee will be able to list at least three important steps to turning their current income into a potential retirement income.

Speaker Bio:
Tracy Albee has been an RN since 1987 & resides in Tracy, CA. She holds a BSN, is a LNCC & a CLCP. She is recognized as a FIALCP. She was the IARP-Life Care Plan Section Chair 6/16 to 06/17 and currently services as the Past Chair of our life care planning professional organization. Tracy Albee initially started and owned MediLegal, as a sole proprietor in 1995, and then became the principal shareholder of MediLegal, A Professional Nursing Corporation, in 2002. Her expertise includes Life Care Planning, Legal Nurse Consulting, Elder Abuse & Residential Care Facilities. Her clinical experience includes working with persons of all ages and medical conditions. Ms. Albee works with plaintiff and defense firms across the United States. She is a co-founder of the Greater Sacramento Area Chapter of the American Association of Legal Nurse Consultants and has served as a Director and Large, President Elect, President, and Past President on several occasions each throughout her membership. She has


11:15 am - 12:30 pm

Forensics RDCM VRTS

(202) Legal and Ethical Issues in Counseling and Case Management

Focus: Forensic, RDCM, VRTS | Level: Intermediate
Amy Vercillo, ScD, LRC, CRC, CDMS, Rehabilitation & ReEmployment Inc.

Rehabilitation professionals working with clients as counselors, case managers, vocational specialists, and expert witnesses increasingly are challenged to consider not only ethical clinical practice but ethical considerations in office practice, procedures, forms and use of technology. It is important that professionals are familiar with their respective ethical guidelines and consider ethical concerns in clinical interactions, operating practice and in communicating with clients and others.

Ethical issues for counselors arise on a daily basis in clinical practice, supervision, interaction with colleagues, case documentation, billing, and professional development. This interactive presentation will utilize specific cases to explore the ethical codes, issues in counselor practice, ramifications of sanctions and improving ethical practice. Presentation, discussion and review will utilize the CRC, CDMS and ACA codes of ethics to evaluate the ethical and legal issues.

Educational Objectives: Participants will be able to identify the core ethical constructs of their profession; Participants will be able to apply the ethical code of their profession to real-life case examples; Participants will be able to identify issues in their practice that can improved to reduce ethical conflicts.

Speaker Bio:
Dr. Amy Vercillo has a Bachelors, Masters and Doctoral degree from Boston University in Vocational Rehabilitation. She is a Licensed Rehabilitation Counselor in Massachusetts, is a Board Certified Rehabilitation Counselor, a Board Certified Disability Management Specialist and Vocational Expert for the Social Security Administration. She currently serves on the MA State Professional Licensing Board of Allied Mental Health as the Rehabilitation Counseling Representative and previously served as the Vocational Rehabilitation representative on the Governors’ Advisory Council on Workers' Compensation. Dr. Vercillo is an adjunct professor at the University of Massachusetts Boston in Disability Management and Vocational Rehabilitation. She has conducted research on the issues of Job Retention, Vocational Services following a Work Related Injury, as well as Homelessness, Disability and Vocational Services. Dr. Vercillo has spoken extensively at national conferences on Social Security and vocational issues and has authored a book chapter on Consultation in Social Security Disability Law. Dr. Vercillo has been one of principles of Rehabilitation and Re-Employment a private rehabilitation agency providing vocational case management as well as expert testimony. She has been qualified as an expert witness in Federal, State and Administrative Courts.


11:15 am - 12:30 pm

Forensics

(203) We Have a Stat for that! Getting BLS Data to Work for You

Focus: Forensic | Level: Intermediate
Karen Litschgi, BA, Business Administration, U.S. Department of Labor/Bureau of Labor Statistics; Jacqueline Midkiff, MS, Public Administration, U.S. Department of Labor/Bureau of Labor Statistics

A wealth of information used to guide career planning and job-seeking is available for free from the Bureau of Labor Statistics (BLS). In this session, attendees will learn about the new Occupational Requirements Survey. This innovative program continues to evolve as it provides data about specific work-related requirements useful for job analysis, occupational profiles, job descriptions, and risk analysis. We will also provide examples of how jobseekers and counselors can use local area data on wage levels, as well as differentials and percentile ranges, from the Occupational Employment Statistics program to compare pay among areas, inform expectations, and analyze compensation packages. In addition, we will identify industry and occupational growth trends at various education and training levels using employment projects from the BLS. Attendees will leave this session with guides showing how to find all of these data on the BLS website.

Educational Objectives: Describe data from the new Occupational Requirements Survey and explain how the survey is evolving in order to provide data useful to SSA, vocational counselors, and jobseekers; Use percentile wage data and wage differentials by occupation and area in career planning; Identify hot jobs at various education and training levels; Find all of these data, including query tools, maps, charts, and tables, on the BLS website.

Speaker Bios:
Karen Litschgi is a Sr. Technical Statistician for the U.S. Department of Labor’s Bureau of Labor Statistics. In this capacity she serves as a program expert and technical trainer for the Bureau’s Occupational Requirements Survey and Employment Cost Index.

Prior to this role, she worked for almost 20 years as a field statistician, collecting and analyzing compensation, benefit, and job requirement data from some of the largest employers in the country. Litschgi was also a member of the core team who designed and launched the Occupational Requirements Survey, the result of an interagency agreement between the Bureau and the Social Security Administration to study the requirements of work in the economy.

Her areas of expertise include job analysis, training development and delivery, and compensation and benefit plan analysis. Litschgi has earned and maintained Certified Compensation Professional and a Certified Benefit Professional credentials from WorldatWork, a professional human resource organization.

Litschgi graduated from Benedictine College with a bachelor’s degree in business administration. She resides in O’Fallon, MO with her husband Rick and three children.

Jacqueline Michael-Midkiff is the Regional Economist for the Bureau of Labor Statistics' (BLS) Mountain-Plains Economic Analysis and Information Office. Her career began with BLS more than 20 years ago as an economist collecting and analyzing compensation and inflation data.

As Regional Economist, Jacqueline heads the office of Economic Analysis and Information. Her responsibilities include providing guidance to the public and media on the uses of BLS data products including employment projections, inflation rates, wage levels, and injury and fatality statistics. She takes an active role in disseminating and explaining BLS data through outreach events and presentations, responding to media requests, handling public inquiries regarding BLS data, and writing analytical reports.

Jacqueline has a master's degree in public affairs, as well as degrees in business and economics. She is a graduate of William Jewell College and Park University.


11:15 am - 12:30 pm

VRTS

(204) Health: The Most Overlooked Piece of the Transition Plan

Focus: VRTS | Level: Entry
Susy Woods, EdD, Illinois Assistive Technology Program; Darcy Contri, MA nursing, Division of Specialized Care for Children

Don’t put health on the back burner. Transition plans need to address the good, bad, and ugly aspects of dealing with health issues for all students with disabilities, even more significant disabilities. Health is very much equated with safety. Health is everything from understanding a medical condition to knowing how to talk to your doctor to knowing when you are sick or what medicines to take. Health is also an understanding of sex ed and how to do practical things like change sanitary pads or use a condom.

Educational Objectives: Participants will learn why health is an important component for transition age students and why this should be a key piece of the transition plan; Attendees will learn how to incorporate health goals that are achievable into the transition plan; Attendees will learn about sex education and how this can be addressed on a level all students can understand and they will also learn why this is so important; They will hear about curricula available to help with this; Attendees will learn about tools that are available to help make health a viable part of the transition plan and how this can carry into adulthood for the student.

Speaker Bios:
Darcy Contri has worked as a nurse for many years, the last twenty being at Division of Specialized Care for Children. She has served in a number of capacities but recently taken over the position of transition services for the families they work with. She has been involved in transition for many years including as a member of the Interagency Council and as Co-Chair of the Illinois Statewide Transition Committee.

Susy Woods is the Public Policy and Education Liaison for the Illinois Assistive Technology Program. in this capacity she works with both federal and state policy and laws especially that impacting education, health, and employment. She has supported families who have children with IEP's/504 plans for the past 35 years and attends around 550 meetings a year, with about 40% of these being students who are transition age. She has worked for the Early Intervention Program and been Director of Disability Services at the college level. She also works closely with the State Board of Ed serving on numerous committees including the Advisory Council on Special Education and Employment First, both the council and the Transition subcommittee.


Breakout 3

1:30 - 2:45 pm

Forensics LCP SSVE RDCM VRTS

(301) Writing and Publishing Your First APA Article

Focus: Forensic, LCP, RDCM, SSVE, VRTS | Level: Advanced
Jessica Hurley, PhD, University of Arkansas at Little Rock

This presentation covers the writing and publishing of scientific papers in APA Style for those who are new to this task, or for those who desire a review. Topics include: Writing for the behavioral and social sciences (including rehabilitation counseling), manuscript structure and content, writing clearly and concisely, and the publication process. This session will be one part formal presentation on these topics and one part interactive workshop where attendees will discuss examples of both poor and quality work. Tips for developing a lifelong love of writing as well as how to foster exceptional writing habits and skills will be offered.

Educational Objectives: Be more comfortable with writing articles in APA Style; Be more comfortable with publishing articles in APA Style; Learn to develop healthy writing habits which foster a love for not only scientific, but all types of writing.

Speaker Bio:
Dr. Hurley received her B.A. in Psychology from the University of North Carolina at Chapel Hill in 2000, her M.S. in Rehabilitation Counseling from Virginia Commonwealth University (VCU) in 2006, and her Ph.D. In Health-related Sciences-Rehabilitation Leadership from VCU in 2011. She has worked as a National ADA EEOC Research Associate since 2005 and has co-authored 25 peer-reviewed journal articles and 1 dissertation. These publications have been on ADA Title I and Employment Discrimination. During her doctoral training, Dr. Hurley taught several online Master's-level courses, including Research in Rehabilitation, Career Counseling, and Case Management as an Adjunct Professor. In Fall of 2014, she became an Assistant Professor in the University of Arkansas at Little Rock (UALR)'s School of Counseling, Human Performance, and Rehabilitation. Some of the courses she currently teaches in the online Master's of Rehabilitation Counseling program are: Foundations of Rehabilitation, Medical Aspects of Disability, Counseling Theories and Applications, Family Counseling, and Practicum. Her clinical experiences are in mental health, private vocational rehabilitation, and private workers' compensation. Dr. Hurley served on the Board of the Virginia Rehabilitation Counseling Association (2011-2014) and now serves on the College of Education and Health Profession’s Research and External Funding Committee at UALR (2014-pres.).


1:30 - 2:45 pm

LCP RDCM

(302) Drug Use and Emergency Department Visits: Supporting a Quicker Rehabilitation

Focus: Forensic, LCP, RDCM | Level: Entry
Sara Beeler-Stinn, LCSW, MPA, Washington University in St. Louis & CAPA; David Patterson Silver Wolf, PhD, Washington University in St. Louis & CAPA; Shih-Ying Cheng, MSW, Washington University in St. Louis, George Warren Brown School of Social Work

The presentation will review national and St. Louis area specific statistics on illicit drug use and abuse. The changes in the drug landscape will be covered from the 1990s until present. Particular attention will be given to drug-related emergency department visits. A case study on a network analysis will be reviewed that compares a St. Louis subset of 1997 Drug Abuse Warning Network (DAWN) data compared to recent national emergency department statistics. Conclusions will be drawn and the end of the presentation will focus on future implications and best practices for rehabilitation and helping professionals serving individuals leaving the ED with histories of substance use and abuse.

Educational Objectives: At the completion of the program, participants will understand the drug epidemic in St. Louis; Participants will understand the complexity of polydrug use and presentation in the Emergency Department; Participants will understand how to best prepare individuals for more efficient discharge and rehabilitation from the ED.

Speaker Bios:
Sara Beeler-Stinn, LCSW, MPA, is a NIDA TranSTAR Predoctoral Fellow at the George Warren Brown School of Social Work at Washington University in St. Louis. She brings “front-line provider” practice experience to her research with work experience in community engagement, case management, behavioral health, as well as grant management and quality improvement. Sara’s research interests center on women at the intersection of substance abuse, trauma, and the criminal justice system to further investigate interventions and services that best facilitate recovery and reintegration into community.

David A. Patterson Silver Wolf has over 15 years of experience providing clinical services in the substance use disorder treatment field. Patterson Silver Wolf investigates how empirically supported interventions are implemented in community-based services, specifically as it relates to therapist and organizational characteristics. He is the director of the Community-Academic Partnership on Addiction, which works with several St. Louis-based organizations to bring science to addiction services. Patterson Silver Wolf is a faculty scholar in the Washington University Institute for Public Health, a faculty affiliate in the Center for Violence and Injury Prevention, and serves as training faculty for two NIH- funded (T32) training programs at the Brown School, including the Transdisciplinary Training in Addictions Research program of the National Institute on Drug Abuse. Patterson Silver Wolf also studies factors that improve underrepresented minority college students’ academic success. He is specifically interested in American Indian/Alaska Native health and wellness, particularly issues related to college retention.

Shih-Ying Cheng is from Taiwan. She earned her bachelor’s degree with a double major in Sociology and Public Finance from National Cheng Chi University in 2007. She then received a master’s degree in Social Work from National Taiwan University in 2011. After graduation, she became an activist and a licensed social worker working with marriage immigrant women and survivors of intimate partner violence in Taiwan. Currently, Shih-Ying is a second-year doctoral student at Brown School of Social Work. Her research interests include gender oppression, immigration, intimate partner violence, and anti-oppressive social work.


1:30 - 2:45 pm

SSVE

(303) SSVE in the Hot Seat: Answering the Hard Questions

Focus: SSVE | Level: Entry
Todd Harden, MA, LPC, CRC, CLCP, Harden Consulting

Recent years have seen an increase in more aggressive, Daubert style, cross-examination of SSVEs. Attorneys and representatives are more frequently delving into how our opinions are formed and questioning the basis for developing our opinions. This presentation and discussion will identify some of the more problematic questions that SSVEs now deal with and discuss possible responses based upon reference materials and professional resources. The presentation will include sample answers to difficult questions, not just from the presenter, but from a variety of experienced SSVEs. More recently tenured SSVEs will benefit from the experiences of SSVEs who have been answering difficult questions for decades! The outcome will be SSVEs who can develop their own opinions and can defend those opinions with more confidence.

Educational Objectives: At the completion of the program, participants will be able to identify some of the types of cross-examination questions that newer SSVEs may find difficult; Participants will be able to utilize new information to formulate their own answers to these difficult questions; Participants will be able to identify resources that can be cited to explain and justify their opinions.

Speaker Bio:
Todd Harden is a Certified Rehabilitation Counselor with 23 years of experience in a variety of public and private settings. He earned a Masters degree in Rehabilitation Counseling from Stephen F. Austin State University, and has obtained post-graduate education in Life Care Planning and Forensic Vocational Rehabilitation. Todd has served as a Social Security Vocational Expert for 14 years. He has served in the past on IARP volunteer committees and is a current board member of IARP Texas.


1:30 - 2:45 pm

Forensics

(304) Vocational Evaluation Methodology of Criminal Offenders

Focus: Forensic | Level: Entry
Behnush Mortimer, PhD, CRC, CVE, Hall Mortimer Associates

In this presentation we will discuss vocational evaluation methodology in assessing employability and earning capacity in criminal offenders. The presentation will discuss both objective methods in literature review and vocational assessment, as well as qualitative methods completed through vocational interview and history. Two case examples will be discussed.

Educational Objectives: Identify interview (qualitative) questions specific to criminal offenders; Identify vocational assessments to measure aptitudes and academics; Evaluate past and present history as indicators of future employability; Understand literature around work limitations for criminal offenders.

Speaker Bio:
Dr. Mortimer is a Vocational Rehabilitation Consultant with Hall Mortimer Associates providing vocational rehabilitation counseling, placement, and consulting services to individuals with disabilities in a variety of employment settings, including: the private sectors and academic sector. She is experienced in expert testimony, case management, educational and career counseling, vocational evaluation (including administering and interpreting of vocational tests), job analyses, labor market surveys, wage earning capacity, vocational plan development, transfer of skills analysis and ergonomic and assistive technology recommendations.

She also worked as the project director and evaluation specialist for The Work Center, a service which provides assessments including vocational evaluation, functional capacity screenings, assistive technology and job accommodation evaluation and occupational analysis. She is a Certified Rehabilitation Counselor, Certified Vocational Evaluation Specialist and has completed certification in Rehabilitation Technology. Dr. Mortimer completed her B.S. in Recreational Therapy and her M.S. in Rehabilitation Counseling from San Diego State University. She completed her doctorate at Capella University in Industrial Organizational Psychology. Her areas of professional interests include assistive technology, ergonomics, work assessments and evaluation.


1:30 - 2:45 pm

LCP

(305) Wernicke’s Encephalopathy from a Life Care Planner’s Perspective

Focus: LCP | Level: Entry
David J. Altman, MD, CLCP, Warm Springs Rehabilitation System, Rehabilitation Professional Consultants, Inc., David J. Altman, M.D., P.A.

Bariatric surgery has become a more common surgery in the U.S. today. Thiamine deficiency is a complication that can occur as a result of that surgical procedure. When not identified promptly and corrected, serious and permanent side effects can occur. Early thiamine deficiency can yield anorexia, indigestion, constipation, weakness, and numbness in the legs. If left untreated, severe thiamine deficiency can occur leading to Wernicke’s encephalopathy, a potentially permanent disorder causing gait ataxia, ocular abnormalities, and mental status changes. For life care planners, understanding the cause, hallmark signs of, and ultimately the neurological sequelae is essential to the development of an appropriate plan.

Educational Objectives: Understand the pathophysiology of this condition and the clinical circumstances in which it occurs and why it is often missed; Identify the hallmark signs and symptoms of this condition; Understand the neurological sequelae that need to be considered when formulating a life care plan for an individual with this condition.

Speaker Bio:
Dr. Altman is a Board Certified Neurologist and Certified Life Care Planner with extensive experience in clinical care, neurorehabilitation, life care planning, and clinical research.


Breakout 4

3:00 - 4:15 pm

Forensics LCP RDCM

(401) Neuro Vision Deficits and Rehabilitation

Focus: Forensic, LCP, RDCM | Level: Intermediate
Courtney Mitchell, MS, OTR/L, CLCP, Mitchell Disability Assessments

Visual deficit secondary to a neurological insult is a common occurrence. Referrals and treatment for this issue can be a missing part of care for many of these individuals. For those with TBI, this can be a missing link in their ability to return to work or increase tolerance in daily activities. This presentation will address the neurological diagnoses that may have associated visual deficits, and provide an understanding of referral, diagnosis, and treatment. Implications for life care planning will also be discussed.

Educational Objective: Understand scope of neuro vision rehabilitation and its impact on visual symptoms; Understand difference between neuro-optometry and neuro-ophthalmology; Determine appropriate referral sources and how to locate specialists in your area; Identify common diagnoses that would benefit from neuro vision rehabilitation and/or referral to neuro-optometry; Understand neuro vision symptoms and the impact on return to work, school, and daily living activities; Understand implications of neuro vision rehab and the life care plan.

Speaker Bio:
Courtney Mitchell MS, OTR/L, CLCP is an occupational therapist who specializes in the treatment of patients with neurological vision deficits following brain injury. Courtney also has experience working with patients recovering from a stroke, orthopedic injuries, complex medical issues, spinal cord injury, multiple traumas and other issues. Courtney is a Certified Life Care Planner and is co-owner of Mitchell Disability Assessments and Life Care Planning.  She earned her MS degree at the College of St. Scholastica in Duluth, MN.


3:00 - 4:15 pm

Forensics LCP RDCM

(402) 7 Steps to Long Term Care Planning: How to Design a Road Map for Aging

Focus: Forensic, LCP, RDCM | Level: Entry
Jennifer Crowley, BSN, RN, CLCP, MSCC, CADDCT, CDP, Eagleview West Life Care Planning

The aging demographics are helping to shape how care is delivered and define how communities are prepared. Every day, 10,000 people turn 65. The baby boomer population presents unique opportunities for professionals to work in the field of long term care planning and care management. Increasing opportunities exist for professionals to work with older adults and their families. Getting involved in situations can be complicated, messy, and difficult with many hours spent assessing the situation and trying to understand the most pressing needs. Having a foundation or sound methodology helps professionals assist clients in the most efficient manner. Professionals will learn how to establish quality solutions, set goals for positive outcomes, and maintain optimal health and wellness, regardless of the situation. The participant in this lecture will also develop an understanding about cognitive impairment, the impact to the long term care plan, and other important considerations with dementia.

Educational Objectives: Understand how to apply the life care planning methodology to the general population; Learn about a unique, simple, but proven method for guiding individuals and family through important discussions and decision-making; Understand the challenges which exist to helping someone create a plan of care.

Speaker Bio:
Since 2002, Jennifer Crowley has provided assessment and consulting services for understanding the functional and cognitive status of an individual, taking into consideration the many variables which impact their life. Individuals and their family are assisted in designing a road map for aging, helping avoid crisis decision-making and impulsive actions. Jennifer's 7 Steps to Long Term Care Planning utilizes the life care planning methodology and is a step by step process for working through difficult conversations. When applied to the individual or family, the process is person-centered and considers all impacting variables for the design of a customized long term care plan. The comprehensive process is explained in simple terms to help guide clients through decision-making. This method promotes informed decision-making and completion of goals for more positive outcomes. Through learning how to move through this 7 Step process, professionals can quickly gain insight into a situation, develop a plan of care in a comprehensive yet efficient manner and bring value to their clients. Besides credentials as a Registered Nurse & Certified Life Care Planner, Jennifer is a Certified Dementia Practitioner and Certified Alzheimer's Disease & Dementia Care Trainer, helping bring valuable insight to those afflicted with Dementia, caregivers and professionals.


3:00 - 4:15 pm

Forensics SSVE RDCM VRTS

(403) Alternatives to CACREP: Implications and New Directions for Vocational Rehabilitation

Focus: Forensic, RDCM, SSVE, VRTS | Level: Entry
David R. Strauser, PhD, University of Illinois at Urbana-Champaign

This presentation will discuss the limitations of the CACREP Clinical Rehabilitation Counselor training program and the significant need to develop a vocational rehabilitation curriculum that stresses career, employment, vocational, and disability content areas. In addition to the implications for training, the presentation will highlight how stressing these core content areas will lead to increased employment opportunities and strengthen the overall professional status of Vocational Rehabilitation.

Educational Objectives: Develop an understanding of how the CACREP Clinical Rehabilitation Counseling Curriculum is inadequate to meet the needs of current vocational rehabilitation professionals; Be able to explain why it is important to expand training in career, vocational, employment, and disability aspects in the preparation of vocational rehabilitation professionals; Develop an understanding of how strengthening the career, employment, vocational, and disability in the Master degree curriculum leads to increased employment opportunities for VR professionals and strengthens the overall professional status of Vocational Rehabilitation.

Speaker Bio:
David R. Strauser, Ph.D. is a Professor in the Department of Kinesiology and Community Health at the University of Illinois at Urbana-Champaign where he also directs the Work and Disability Lab. He received his Ph.D. in Rehabilitation Psychology from the University of Wisconsin-Madison in 1995. He is one of six members elected to the Sloan Family Institute section on Work and Disability, received the distinguished James Garrett Distinguished Career Research Award (2011) from the American Rehabilitation Counseling Association, the National Council on Rehabilitation Education New Career Award (1997) Researcher of the Year Award (2011) and received multiple research awards from the American Rehabilitation Counseling Association and National Rehabilitation Association. In 2014 Dr. Strauser received the George N. Wright Varsity Award given to an outstanding Alumni of the Rehabilitation Psychology Program at the University of Wisconsin-Madison. His research focuses is on the career and vocational development of young adults, including young adults with cancer. Dr. Strauser is the Editor in Chief of Rehabilitation Research, Policy and Education and serves on multiple editorial boards of journals related to rehabilitation and individuals with disabilities. He is the editor of the book Career Development, Employment, and Disability in Rehabilitation: From Theory to Practice.  Hehas authored over 100 journal articles and book chapters and is consistently recognized as an international leader regarding the career and vocational development of individuals with disabilities and chronic health conditions. 


3:00 - 4:15 pm

Forensics RDCM

(404) Managing Workplace Accommodation in a Unionized Workplace Environment

Focus: Forensic, RDCM | Level: Advanced
Viki Scott, RC(c), BSc OccHealth, RRP, CHRM, MBA, ADR(c), Scott & Associates Inc.

Managing injuries, illness, and disability in the workplace is challenging and important work. During these times of economic cutbacks, layoffs, etc., this session introduces an integrative, interest-based workplace model to assist you in developing a successful, effective and results-based workplace accommodation program for physical and psychological disabilities. Discover how a union can be a valuable asset in helping design, develop and implement a workplace Early and Safe Return and Workplace Accommodation Program, risk management initiatives and preventative programs and more.

Educational Objectives: The participant will have a better understanding of the importance of engaging bargaining agent representatives in the design, development, and implementation of a Workplace Accommodation Program; The participant will be oriented to an effective, workplace model for managing Early and Safe Return to Work and Workplace Accommodation; The participant will have a better understanding of how this approach could be considered a “cultural change” initiative in historically “combative” workplace environments; The participant will have a different orientation on how to meet “due diligence” obligations under the Workplace Legislative Framework and the collective agreement.

Speaker Bio:
Ms. Viki Scott, RC(c), BSc OccHealth, RRP, CHRM, MBA, ADR(c), currently manages a successful National Consulting Firm of which provides solutions to Canadian based companies with at concentration in Labour Management Relations, Conflict Risk Management, Occupational Health and Safety compliance, Human Rights, AODA, Disability Program and Case Management, Human Resource Management, Organizational Development and Effectiveness, Board Governance and General Business Advisory Services. Her firm also provides lobbying and advocacy services to their not for profit and broader public service clients.

Viki has an extensive history with both the public and private sectors, primarily in unionized environments. She has lead significant change management initiatives for major public, non for profit and private sector organizations. Her leadership positions include the Ontario Ministry of Community Safety and Correctional Services, Workplace Health and Safety Agency, OPSEU and Extendicare, Canada. In addition, she was a National Practice Leader at Watson Wyatt Worldwide and a Senior Manager with KPMG LLP where she directed and lead a high performance team supplying direct technical consulting services to Employers and their Unions.

 


3:00 - 4:15 pm

LCP

(405) Life Care Planning for the Child with CP (with pertinent focus on life expectancy issues)

Focus: LCP | Level: Entry
Richard Katz, MD

Life expectancy is reduced in individuals with all but the mildest form of cerebral palsy. Life care plans need to consider what services are reasonably available in the future. Life care planners need to have experience in treating patients with CP and in evaluating what therapeutic treatments, drugs, procedures, and exposures have proven valuable. Ongoing assistive/nursing care is the most costly item in the life care plan and numerous factors influence decisions about future caregiving.

Educational Objectives: Review the literature in regard to life expectancy in children with cerebral palsy; Understand what services are provided in the public domain; Assess what treatment is effective and what is not; Recognize the importance of future care as the largest cost center in the life care plan.

Speaker Bio:
Richard T. Katz, MD is in private practice, and is certified by the American Board of Physical Medicine and Rehabilitation, American Board of Electrodiagnostic Medicine, and the American Board of Independent Medical Examiners.  He graduated Case Western Reserve University School of Medicine in 1981, and completed a residency in Physical Medicine and Rehabilitation at Northwestern University School of Medicine.  After serving as Chief Resident he completed fellowships in Orthopedic Rehabilitation and Clinical Neurophysiology. 

He served at the Rehabilitation Institute of Chicago as an attending physician, Director of Undergraduate Medical Education, Associate Director of the Clinical Neurophysiology Laboratory, and Associate Director of the Brain Injury Program.  In 1990 he became Director of the Brain Injury Program at the Kessler Institute, and was subsequently named Associate Professor of Physical Medicine and Rehabilitation at the University of Medicine and Dentistry of New Jersey.  From 1992 - 1999 he was the Medical Director and Vice-President of Medical Affairs at the SSM Rehabilitation Institute in St. Louis, MO.  He is a Professor of Clinical Neurology (PM&R) at Washington University School of Medicine.

Dr. Katz completed his Masters Degree Requirements in Piano Performance at the University of Rochester Eastman School of Music, and the Cleveland Institute of Music, and is a performing concert pianist and composer.  He has collaborated with numerous members of the St. Louis Symphony Orchestra including Concertmaster, David Halen and Assistant Associate Concert Master Sylvian Iticovichi.  His recent compact discs include Darrell Revisited, Rachel Katz:  An American Songbook, and Leaning, a collection of his rock etudes.

 


Saturday, October 14

Breakout 5

11:00 am - 12:15 pm

LCP

(501) Price, Cost, Charge, Payment: Life Care Planning Conundrum

Focus: LCP | Level: Intermediate
Karen Preston, PHN, MS, CRRN, FIALCP, RNS, Healthcare Consultants, Inc.; Dana Penilton, RN, BSN, CLCP, CCM, Dana Penilton Consulting Inc.

It was clear from the 2017 Summit that getting meaningful cost information for life care plans is not clear. Why should the life care planner care about terminology, pricing transparency, and collateral sources? This session will address the importance of using common terminology, having an understanding of the implications and relevance of transparency, and application of collateral source information. Due to the variety of uses of life care plans, these concepts take on new importance to meet the needs of the people actually using the life care plan. Jurisdictional requirements may also make an understanding of this information essential.

Educational Objectives: Life care planners will understand terminology related to costing and collateral sources; Life care planners will discuss health care payment models; Life care planners will understand implications for creating life care plans.

Speaker Bios:
Ms. Preston is owner of RNS HealthCare Consultants, a consulting company providing case management, life care planning, education, and consulting services. She is past-President of the Association of Rehabilitation Nurses. She is past-Chairperson of the International Academy of Life Care Planners. She is past-President of Association of Workers’ Compensation Professionals and is currently a committee member of the AWCP Education Academy.

Her clinical background is in rehabilitation, including spinal cord injury and brain injury. She has experience as a practicing clinician in acute care and home care settings. Currently she focuses on case management and life care planning for catastrophic pediatric and adult cases. She also holds a teaching appointment at Samuel Merritt University, teaching case management and life care planning. She has published in peer-reviewed journals and regularly presents at various conferences. She is a certified rehabilitation nurse and a Fellow of the International Academy of Life Care Planners. She was awarded the Lifetime Achievement Award for life care planning in 2014.

Ms. Penilton is a registered nurse with a Bachelor of Science degree from Oregon Health and Sciences University in Portland, Oregon and is a certified life care planner and certified case manager. Ms. Penilton’s clinical background is critical care. She has been active in rehabilitation, specializing in catastrophic care management and life care planning for over 27 years working with people and writing life care plans for adult and pediatric survivors of diagnoses including spinal cord injury, brain injury, burn injury, amputation, and multiple trauma. Over the last 20 years Ms. Penilton has been owner-president of an independent nurse consultation firm.

Ms. Penilton has served in multiple elected positions on the Brain Injury Alliance of Oregon board (previously Brain Injury Association of Oregon) and Oregon Medical Case Management Group board. She is currently serving as executive board member for Brain Injury Connections-Northwest.

Ms. Penilton loves playing with her dogs, hiking, camping, yoga and snowshoeing. She also paddles with the Miss Fit Dragons a dragon boat team and loves participating in obstacle/mud runs her favorite being the Tough Mudder which supports The Wounded Warrior Project.


11:00 am - 12:15 pm

Forensics SSVE RDCM VRTS

(502) What Were You Inking? The Impact of Tattoos on Employability

Focus: Forensic, RDCM, SSVE, VRTS | Level: Intermediate
Phillip Boswell, MA, ABVE/F, CVRP/F, CCVE/F, RRP, Western Canadian Vocational Experts Ltd.

Tattoos have become increasingly popular in recent years, especially among young people. A recent study found that only 15 percent of Baby Boomers had tattoos, while 32 percent of Generation X and 38 percent of Millennials had body art. Over half of Millennials that had tattoos reported they had two to five tattoos.

The acceptance of body art among job applicants has huge variability. Tattoos are more popular than ever, but workers can be dismissed from or denied jobs because of their body modifications. This presentation will examine the implications of body art on employability, particularly with workers engaged in the vocational rehabilitation process.

Educational Objectives: Understand what body art is and some of the historical and cultural stigma associated with it; Become aware of some of the implications of body art on employability from a human rights as well as human resources perspective; Be able to assess the impact of body art on the employability and/or placeability of an evaluee.

Speaker Bio:
Phil Boswell is the President of Western Canadian Vocational Experts Ltd. and has been providing vocational rehabilitation services since 1997. Phil is also an instructor at Simon Fraser University and teaches the Professional Conduct and Ethics course for the Rehabilitation and Disability Management Diploma program.

Phil holds a Master of Arts degree in addition to three undergraduate degrees. He is a Board Certified Vocational Expert with the American Board of Vocational Experts (ABVE/F #20043). Phil is also a Canadian Certified Vocational Evaluator/Fellow and Certificate Vocational Professional Professional/Fellow (CCVE/F, CVRP/F #275) with the College of Vocational Rehabilitation Professionals (CVRP). He is also a Registered Rehabilitation Professional (RRP #3289) with the Vocational Rehabilitation Association of Canada (VRAC).

Phil is a former two-term president of the Canadian Assessment Vocational Evaluation and Work Adjustment Society (CAVEWAS). He has also served on the Board of Directors of the Vocational Rehabilitation Association of Canada as well as the American Board of Vocational Experts. He served as the conference chair for ABVE's Vancouver Conference in 2016. Currently, he serves as the chair of the peer review committee of the College of Vocational Rehabilitation Professionals.

Phil lives in the beautiful Comox Valley on Vancouver Island, British Columbia.


11:00 am - 12:15 pm

Forensics

(503) Forensic Toolkit: Content Analysis of Educational and Vocational Elements

Focus: Forensic | Level: Advanced
Mary Barros-Bailey, PhD, CRC, CLCP, NCC, D/ABVE, Intermountain Vocational Services, Inc.; Ann Neulicht, PhD, CLCP, CRC, CVE, LPC, ABVE/D; Rick Robinson, PhD, MBA, Robinson Work Rehabilitation Services Co.

Participants will walk away with a toolkit of the most comprehensive taxonomy of all educational and vocational data elements and their operational definitions from the 20 published loss-of-earning capacity models and the International Classification of Functioning, Disability, and Health (ICF) and understand the application of the toolkit to a case study for a young evaluee.

Educational Objectives: Understand and use the most comprehensive taxonomy of education and employment data elements known for a forensic rehabilitation evaluation; Identify operational definitions, based on an empirical basis, for each data element; Understand the list of modifiers and measures for the data elements and their definitions; See the application of the taxonomy of data elements, definitions, and modifiers to an actual case through the lens of the authors of two of the models.

Speaker Bios:
Mary Barros-Bailey, PhD, CRC is a bilingual rehabilitation counselor, vocational expert, and life care planner. She teaches in the University of Idaho's graduate rehabilitation counseling program and enjoys publishing and presenting on topics dealing with professional practice. She has been presenting on adjunct areas of the proposed topics for the last few years, namely on evidence in forensics and clinical judgment. Over the last year, she has been collaborating with the associated researchers in an attempt to dive deeply into the underlying precepts of the 20 published models of loss of earning capacity analysis to find common ground and advance forensic rehabilitation assessment.

Dr. Neulicht earned her doctorate in Rehabilitation Research and has worked in private sector rehabilitation for over 30 years. Based in Raleigh NC, her nationwide consulting practice focuses on Life Care Planning, Vocational/ Earnings Capacity Assessment, Labor Market Analysis, and Case Management. She is a Vocational Expert for the Social Security Administration and has qualified as a Rehabilitation and/or Life Care Planning Expert in multiple court settings. Dr. Neulicht has held multiple leadership positions within the International Association of Rehabilitation Professionals (IARP) and the Commission on Rehabilitation Counselor Certification. She was a principal investigator for the Life Care Plan Surveys (2001, 2009) and Labor Market Research Survey (2006). Dr. Neulicht is the recipient of the 2016 Outstanding Life Care Planning Educator Award from the Foundation for Life Care Planning. IARP honored Dr. Neulicht with the Outstanding Individual Professional Member Award (2004). She also received the 1995 Distinguished Service and Harley B. Reger Awards from the National Rehabilitation Counseling Association for her research contributions, creative activity, dedication to consumers, and commitment to professional organizations. Her interest in ethics and rehabilitation/life care plan protocols has led to multiple publications and presentations at local, regional, and national conferences.

Dr. Rick Robinson has 20 years of experience providing vocational and disability consulting in both litigated and non-litigated settings. He is nationally certified in rehabilitation counseling, vocational evaluation, and life care planning. He is board certified by the National Board for Certified Counselors and as a Diplomate by the American Board of Vocational Experts. He is state licensed in Florida as a Mental Health Counselor. He holds a doctoral degree in Rehabilitation Science from the University of Florida. His research interests are focused on forensic rehabilitation analysis, methodologies, and models. He has published over a dozen peer reviewed articles related to forensic vocational rehabilitation services. He is the editor of the 2014 textbook Foundations of Forensic Vocational Rehabilitation. He is the president of Robinson Work Rehabilitation Services, Co., a private vocational and rehabilitation consulting firm in Jacksonville, FL. He is the immediate past president of the International Association of Rehabilitation Professionals (IARP).


11:00 am - 12:15 pm

Forensics SSVE RDCM VRTS

(504) Evidence-based Vocational Evaluation: Overview and Application

Focus: Forenic, RDCM, SSVE, VRTS | Level: Advanced
Roderick Stoneburner, MS, Vocational Evaluation, RCS Consulting; Steven Rockett, Cal State University, San Bernardino

Evidence-based vocational evaluations are designed to focus on objective factors of measuring vocational disability using analysis of medical data, analysis for transferable skills, and alternative methods of measuring work-related skills, abilities, and functional potential of an individual with a disability. Understanding the process of utilizing factual data to measure disability and then applying those data to develop appropriate vocational goals is a critical factor for practitioners in the development of rehabilitation plans or life care plans.

Educational Objectives: Participants will be able to understand the concepts and application of the vocational evaluation process as pertains to the needs of the counselor and client; Participants will be able to differentiate between evidence-based vocational evaluations and non-structured vocational assessments; Participants will be able to understand and use the AMA Guides as a reference tool for converting medical impairments to vocational disability; Participants will have basic knowledge of the transferable skills process and its use in the vocational evaluation process.

Speaker Bios:
Mr. Stoneburner has work experience for past 44 years as a Vocational Evaluator, Rehabilitation Counselor, and Adjunct Professor for Rehabilitation Counselor Education (25 years at Cal State LA and San Bernardino). He worked directly with people with disabilities in conducting vocational evaluations, preparation of vocational rehabilitation plans, and coordinated medical treatment /return to work programs for injured employee. His past experience includes over 25,000 clients served, completion of over 15,00 Job Analysis/Job Description onsite, over 5,000 ergonomic work station evaluations, and over 15,000 vocational evaluations completed. Roderick has recently published an article on evidence based vocational evaluation for IARP magazine.

Mr. Rockett has approximately 40+ years in the field of vocational rehabilitation as a Rehabilitation Counselor and District Administrator for the California Department of Rehabilitation. He has been involved in forensic vocational evaluations for the past 8 years, and has co-authored an article in the IARP Journal. He has been an adjunct professor at Cal State University for approximately 10 years, involved with the graduate program for rehabilitation counseling.


Breakout 6

1:15 - 2:30 pm

LCP

(601) Updates from the May 2017 Life Care Planning Summit in Denver, CO

Focus: LCP | Level: Intermediate
Jamie Gamez, MA, CRC, CCM, CDMS, OSC-VOC

Were you unable to attend the 2017 Life Care Planning Summit in Denver earlier this year? No fear! This presentation will review key developments from the 2017 Summit. Although the process of life care planning and standards of practice have been established, consensus and unity in the field is a developmental process. Through Summits, participants have the opportunity to examine life care planning issues, contribute to the resolution of these issues, and be involved in the continued evolution of the field.

The topic of the 2017 Summit in Denver was costs and collateral sources and what this means to the life care planner. Our goal in coming together was to further define “associated costs” with education and discussion on how costs are derived and appropriate ways to determine and utilize collateral sources in life care planning. Don’t miss out on these important updates from the 2017 Summit!

Educational Objectives: At the completion of this presentation, listeners will better understand the meaning of “associated costs” related to life care planning; Listeners will understand key developments from the 2017 Life Care Planning Summit; They will better understand the utilization of collateral sources in life care planning; Additional objectives anticipated following the Summit (May 19 & 20).

Speaker Bio:
Jamie N. Gamez, MA, CRC, CCM, CDMS is a Rehabilitation Counselor, Life Care Planner and Case Manager providing life care planning and vocational assessment services at OSC Vocational Systems, Inc. in Bothell, WA. Jamie was a member of the planning committee and a presenter at the 2017 Life Care Planning Summit in Denver, CO.


1:15 - 2:30 pm

Forensics SSVE RDCM VRTS

(602) Intersection of Public and Private Sectors in Vocational Rehabilitation

Focus: Forensic, RDCM, SSVE, VRTS | Level: Entry
Steve Wooderson, Council of State Administrators (CSAVR)

The public vocational rehabilitation program: Priorities as outlined in the Workforce Innovation Opportunity Act (WIOA), mysteries and realities of the VR program and how private and public rehabilitation can complement each other.

Educational Objectives: The participants will become acquainted with major provisions of the Workforce Innovation Opportunity Act (WIOA) from the public VR point of view.

Speaker Bio:
MS, Psychometrics and Counseling Psychology. 36 years in the public vocational rehabilitation program; starting as counselor and progressing through supervision and leadership positions, last serving as the director of Iowa Vocational Rehabilitation Services before entering into non profit work. Currently the Chief Executive Officer for CSAVR; the membership organization representing the public VR program in Washington DC.


1:15 - 2:30 pm

SSVE

(603) The White Paper: An Ethical and Professional Mandate

Focus: SSVE | Level: Entry
Michelle Aliff, MRC, CRC, IPEC, Aliff Vocational Consultants, LLC

The White Paper was developed to address the need to define the competencies required to be a Social Security Vocational Expert. The Social Security Administration has failed to develop strong qualifications for vocational experts and thus allowed many individuals who lacked qualifications to obtain a blanket purchase agreement (BPA). The majority of Social Security Vocational Experts are Certified Rehabilitation Counselors (CRC). As CRCs there is a professional and ethical duty to ensure those that we work with and around are competent. It is a mandate to protect those we serve and the profession. The session will cover the reasons behind the development of the White Paper and the method of development. It will then address the professional and ethical mandates associated with the reasoning and use of the White Paper. Finally, it will address the uses of the White Paper.

Educational Objective: Individuals will learn about the White Paper; The reasons why it was developed and the method of development; The professional and ethical mandates that dictated its development and use; Leave with strategies for using and sharing the White Paper.

Speaker Bio:
Michelle Aliff MRC, CRC is a vocational expert in both the Social Security System and other civil venues. She has experience teaching in a Masters of Rehabilitation Counseling Program and was also a co-author of the White Paper. She is a passionate advocate for professional development and identity of the profession. She has previously presented on topics related to the professional identity development for rehabilitation counselors while in her Master's program.


1:15 - 2:30 pm

Forensics SSVE RDCM VRTS

(604) Vocational Implications and Functional Limitations of Social Anxiety Disorder

Focus: Forensic, RDCM, SSVE, VRTS | Level: Intermediate
Mary Jane Preece, PhD, Ohio University

Social Anxiety Disorder can be a debilitating disorder, preventing consumers from reaching their true earning capacity. These individuals often present with complex cases and are mistrustful, by the nature of their disorder. The goal of this presentation is to assist participants to develop a greater understanding of social anxiety disorder, its symptoms, vocational implications, functional limitations, and to assist participants in developing strategies for increasing employability with accommodations.

Educational Objectives: At the completion of this program, participants will be able to describe more clearly and fully the symptoms of social anxiety disorder, not only as they are described in the DSM-V, but with more personal examples and more depth. They will have a much greater understanding of how social anxiety disorder impacts consumers’ daily employability; Participants will have a greater understanding of the vocational implications of and the functional limitations of social anxiety disorder; Based upon their greater knowledge, participants will develop strategies to facilitate employment for individuals with social anxiety disorder to achieve greater levels of success.

Speaker Bio:
Mary Jane Preece, PhD, is a Supervising Professional Clinical Counselor in the State of Ohio and a Certified Rehabilitation Counselor. She is an Associate Lecturer at Ohio University, in addition having owned her private Rehabilitation Counseling practice for 13 years. She dedicates her private practice to assisting people in achieving their educational and vocational pursuits. She has worked with numerous consumers with social anxiety disorder. She has taught several workshops and short courses related to social anxiety disorder, related to functional limitations, vocational implications, accommodations, its impact on children and adolescents, school refusal among school-age children, and bullying. In addition, social anxiety disorder is a research area of interest.


1:15 - 2:30 pm

LCP

(605) After the Life Care Plan – What We Have Learned

Focus: LCP | Level: Intermediate
Tanya Owen, PhD, CRC, CLCP, CDMS, LPC, Owen Vocational Services, Inc.

This presentation will address the body of research that has explored post-life care plan implementation (2001-2011). Studies from McCollum & Crane (2001) to Rutherford-Owen (2011) will be discussed and compared. Discussion will be held about how follow-up studies were conducted, what populations were studied, and what variables were considered as relevant to life care plan “implementation”. Post-settlement quality of life differences will be discussed in a group of adults with spinal cord injuries. New areas for research will be identified for life care planners.

Educational Objectives: Participants will be able to cite studies where life care plan follow-up has been conducted; Discuss what services were most often consumed; Discuss quality of life differences among study participants; Identify areas for future research.

Speaker Bio:
Tanya Owen is a certified rehabilitation counselor and life care planner. She has been in private practice in Arkansas since 2001 and is an active in the Department of Rehabilitation, Education and Research at the University of Arkansas as an adjunct professor and guest lecturer. She works with veterans in the northwest Arkansas area through the Chapter 31 program, as she previously did while living in San Diego. She has independently researched and published articles in the Journal of Life Care Planning, The Rehabilitation Professional and the Journal of Rehabilitation. She earned a Ph.D. in Rehabilitation in 2011 and a Master's degree in Counseling Psychology in 1996. She has provided testimony in various state and federal courts and in Social Security disability adjudication hearings.


1:15 - 2:30 pm

Forensics SSVE VRTS

(606) The 2016 IARP Survey on Salary, Impressions of the CORE/CACREP Merger and the Economic Impact of Disability on Earning Capacity

Focus: Forensic, SSVE, VRTS | Level: Entry
Scott F. Beveridge, Ph.D., LCPC-S, CRC, CDMS, ABVE-D, The George Washington University

The study builds upon prior research on counseling salary surveys completed by the American Counseling Association (ACA) and the Commission on Rehabilitation Counselor Certification (CRCC). This specific effort is to determine the current state of salary distribution within the International Association of Rehabilitation Professionals (IARP). The survey instrument was created by utilizing and building on the existing ACA and CRCC salary surveys in the counseling field and refined with the assistance of a Delphi panel of the IARP members. The Delphi panel that created the survey instrument had an average of 31 years clinical experience in rehabilitation counseling. The survey participants included 412 members of the International Association of Rehabilitation Professionals who completed the online survey to provide the data to examine the average annual salary and the current demographics of the IARP organization.

Speaker Bio:
Dr. Beveridge began working as a rehabilitation counselor in the private-for-profit sector in 1989. He began his academic career at the University of Maryland in 2004 as a Research Associate Professor and joined the George Washington University in 2007 as an Assistant Professor. Current duties include development of new academic programs, counseling courses and concentrations (TBI, Autism, and Substance Abuse), methods of instruction and administration of academic programs. He developed and implemented the Forensic Rehabilitation Counseling certificate program (2nd forensic rehabilitation counseling program in the U.S. and the only one to collaborate with law school faculty). Dr. Beveridge has authored 40 journal articles, several grants, contributed to four books and has completed 60 regional, national and international presentations. In addition to the above duties, Dr. Beveridge has a private practice providing forensic rehabilitation services in Maryland, Pennsylvania and DC, and provides pro bono mental health counseling for veterans via Give an Hour.


Breakout 7

2:30 - 3:45 pm

LCP

(701) Evidence-Based Design: Bridging the Gap Between Injury and Home Mods Pricing

Focus: LCP | Level: Entry
Frank Gucciardo, PT, MS, Frangeli Consulting & Design

Pricing home modifications has traditionally been difficult for Life Care Planners making use of the VA grant figure, a common number in their analysis. The undocumented truth is that the VA grant does not adequately fund a client with a catastrophic injury especially when considering multiple relocations over a client’s life expectancy. This does not have to be the case moving forward; a proven method does exist and is used every day in other applications and market segments in acquiring pricing. Evidence-based design is the only realistic method for developing solutions for the catastrophically injured and when combined with industry standard processes, accurate hard damages become easy to acquire and defend.

Educational Objectives: Participants will realize through case studies that the evidence for proposed modifications is just as, if not more, important as the hard damages themselves especially regarding catastrophically injured clients; Participants will be able to acquire home modification costs for less involved clients instead of using the VA Grant numbers; Participants will gain an understanding of when it might make sense to outsource this section of the life care plan to the appropriate expert; Participants shall gain an understanding of the proper process of obtaining pricing for home modifications for the catastrophically injured client.

Speaker Bio:
Frank Gucciardo PT, MS, CAPS, is the CEO and co-founder of Frangeli Consulting and Design which offers consulting and architectural design services exclusively to clients with a special need and their caregivers. Over the past 14 years, he and his company have designed over 30+ million dollars in residential accessible projects ranging from simple bathrooms to new construction. Trained professionally as a physical therapist, formally licensed as a builder, and now an architect in training, Frank has blended multiple aspects of the home modification industry under one roof. Utilizing an evidence based design model, he leads a professional staff of physical therapists, architects and draftsmen to facilitate comprehensive person centered solutions. His company's mission is to create order out of chaos in the lives of the aged and catastrophically injured in order to facilitate their ability to live at home as independently as possible.


2:30 - 3:45 pm

VRTS

(702) Vocational Opinions in VA Claims

Focus: VRTS | Level: Entry
Courtney Ross, Esq., Chisholm, Chisholm, & Kilpatrick; Maura Clancy, Esq., Chisholm, Chisholm, & Kilpatrick; Judith L. Drew, PhD, CRC, VocWorks

This presentation will show how vocational opinions can be used to help veterans obtain a 100% rating for VA claims. We provide a background on Veteran disability law, with a specific focus on Total Disability Based on Individual Unemployability (TDIU). We will provide a thorough overview of TDIU to include a description of this benefit, legal requirements for entitlement, and complex issues that often arise in TDIU cases. Using case examples, we will explain the important role of vocational experts and how their reports are critical in securing a veteran TDIU.

Educational Objectives: At completion of the program, attendees will understand Total Disability Based on Individual Unemployability (TDIU) and why it is important for Veterans; Attendees will also understand complex issues that may arise with a Veteran’s pending claim for TDIU; Attendees will understand how vocational reports are used to secure TDIU for veterans.

Speaker Bios:
Courtney Ross joined Chisholm, Chisholm, & Kilpatrick in 2015 as an Associate Attorney. Her practice focuses on obtaining expert evidence to support disabled veterans’ disability claims before the United States Department of Veterans Affairs and the Board of Veterans’ Appeals, including claims for Total Disability Based on Individual Unemployability (TDIU), service connection, and increased ratings for psychiatric disabilities, orthopedic disabilities, and other medical conditions. Courtney earned her J.D., magna cum laude, from Roger Williams University School of Law in 2015.

Maura Clancy joined Chisholm Chisholm & Kilpatrick in July of 2016 as an Associate Attorney. Her practice focuses on representing disabled veterans before the Court of Appeals for Veterans Claims and the Department of Veterans Affairs. Maura earned her J.D. from Roger Williams University School of Law in 2014, graduating magna cum laude. Prior to joining Chisholm Chisholm & Kilpatrick, Maura gained experience as an Associate Attorney in a civil litigation firm, focusing on personal injury and family law, and as a judicial law clerk in the Rhode Island Superior Court.


2:30 - 3:45 pm

Forensics SSVE RDCM VRTS

(703) Building Trust Among Veterans Diagnosed with Military Sexual Trauma and PTSD

Focus: Forensic, RDCM, SSVE, VRTS | Level: Entry
Michael Duncan, MS, CRC, Winston Salem State University

Sexual assault has been an inherent part of human history, adversely having an influence on every culture, race, and socioeconomic group around the world. It is a serious health, social, and economic issue that is often silently played out in the lives of individuals who frequently feel fearful, intimidated, or ashamed to disclose the actual abuse. Over the course of the past two decades, a slightly different and perhaps even more concerning version of sexual assault has emerged in our culture — Military Sexual Trauma (MST).

Individuals within the Veteran community often feel they cannot disclose the trauma of MST and the co-occurring PTSD symptoms due to being viewed as weak or damaged. Military culture reinforces the stigma that “individuals are disposable” or “broken” which perpetuates the added stress of finding counseling professionals familiar with their unique needs and military training.

Educational Objectives: At the completion of this program, participants will have a better understanding of military culture; Participants will have basic skills for communicating with veterans in a way to build a stronger alliance; Participants will work through case studies to build confidence in working with the veterans in this population.

Speaker Bio:
Michael Duncan is currently a Counselor in Vocational Rehabilitation and Employment (VR&E) with the Department of Veterans Affairs. He has served in this position since February 2013. Prior to being a permanent employee at the Winston-Salem RO, he participated in Non-Paid Work Experience in both Human Resources and VR&E while completing his Bachelor of Science in Rehabilitation and Human Performance. Michael is responsible for the 10 million per year contracting case management for the state of North Carolina, and he also serves as a Rehabilitation Counselor.

Michael is a career Navy Veteran who spent his tenure as a profiler. After separating from service he became a strong advocate for Veteran’s who suffer from PTSD and Military Sexual Trauma (MST). Michael also works with the Nationwide Initiative for Diversity and Equality within the Department of Veterans Affairs.

Michael is a recent graduate of Winston-Salem State University where he recently finished his Master of Science Degree in Rehabilitation Counseling. Michael has been published in scholarly journals and presented at National and State Conferences. Michael has served on professional and academic boards at the state, and national levels to enhance awareness of the rehabilitation profession and the issues surrounding rehabilitating our nation’s Veterans.


2:30 - 3:45 pm

Forensics LCP RDCM

(704) CRPS: Overview of Ketamine Treatment

Focus: Forensic, LCP, RDCM | Level: Intermediate
Kelly Campbell, RN, BSN, CP, CLNC, CLCP, Campbell Clinical Legal Consulting

This presentation will provide a detailed overview of IV Ketamine treatment protocols. Ketamine treatment is generally reserved as a treatment once every other option has been trialed. Until about 15 years ago, patients with unsuccessful management of CRPS pain had few options. However, an accidental discovery at a hospital in Germany led to an experimental treatment that is giving some CRPS patients their lives back. They gave him anesthesia to put him to sleep for a few days. When he emerged five or six days later, his pain was dramatically improved. One of the anesthetic drugs the doctors used was Ketamine. Because Ketamine is such a promising treatment for CRPS patients, researchers in the United States began studies to replicate the German hospital’s results. This presentation will provide a detailed overview of both outpatient and inpatient Ketamine treatment interventions.

Educational Objectives: Participants will be able to describe what Ketamine treatment consists of; Participants will be able to apply what is learned to applicable chronic pain patient cases; Participants will be able to cite where Ketamine treatment programs are available in the U.S. and cite outcome statistics; Participants will be able to provide an overview of treatment details relative to Ketamine protocols.

Speaker Bio:
I am an experienced nurse and perfusionist, having the exemplary experience of being involved with the first robotic heart surgery in the nation. As a clinical specialist involved in a robotic heart surgery product, I was involved in a clinical outcomes study as well as the implementation of a training course for Remote Access Perfusion (RAP) Cannula sales representatives and distributors. I have national experience in professional presentations and training on the subject.

Several years ago, I re-focused my nursing career and became certified as a Legal Nurse Consultant and Life Care Planner. I have published several life care planning articles and am Co-Chair for the Journal of Nurse Life Care Planning. I have developed a keen interest in Chronic Pain Management, having published two recent articles on that topic in the JNLCP. Having thoroughly researched the topic of pain management and CRPS, the novel use of Ketamine (an anesthetic cocktail that places the patient in a sleep state for several days) peaked my interest. I have gathered extensive information on this topic and will share my research.


Breakout 8

4:00 - 5:15 pm

Forensics LCP RDCM

(801) The Use of Medical Acupuncture in the Management of Pain

Focus: Forensic, LCP, RDCM | Level: Entry
Jacqueline Stoken, DO

Medical or Battlefield Acupuncture is an integrative approach to pain management with or without the use of medication and its side effects.

Educational Objectives: The participant will understand when Medical and Battlefield Acupuncture will be an appropriate modality in the management of chronic pain; The participant will understand how often Medical and Battlefield Acupuncture is to be done to alleviate pain; The participant will understand the history of Medical Acupuncture; The participant will understand the history of Battlefield or Rapid Acupuncture.

Speaker Bio:
Jacqueline Stoken is a physician board Certified in Physical Medicine and Rehabilitation, Holistic Medicine and Independent Medical Evaluations. Her practice is holistic and integrative in that she sees patients with pain and offer manipulation, acupuncture, medications, injections, physical therapy, counseling and nutritional assessment. Jacqueline have been in private practice since 1999.

As part of the adjunct faculty at Des Moines University, She lectures to DO and PT students and takes medical students on rotation.


4:00 - 5:15 pm

LCP

(802) Testing and Assessment Instruments and Methodologies for Vocational Evaluations

Focus: LCP | Level: Entry
Justin King, PsyD, LP, CRC, PVE, Metropolitan Rehabilitation Services

This presentation will focus on the methodology, selection, interpretation, and implementation of vocational testing and assessments in the vocational evaluation process. This presentation will interest any individual who has a passion for test administration and interpretation, interest in learning about various testing materials, or who wants to gain a better understanding of how to incorporate testing into the vocational evaluation process. This topic is appropriate for professionals with any level of experience but may be particularly interesting for those who are young career professionals, students, and those who wish to expand their test selection practice. It is anticipated that attendees will gain practical knowledge from attending the presentation including: understanding of test selection, interpretation and incorporation of test data, as well as references for testing materials and cost of testing.

Educational Objectives: Identify domains and purpose of testing; Identify appropriate instruments to evaluate an individual; Discuss methods to interpret, incorporate, report and present test data; Identify testing resources to obtain testing materials and build a vocational test battery.

Speaker Bio:
Dr. Justin King earned his Bachelor of Arts Degree from Gustavus Adolphus College in 2007 where he studied Psychology. He subsequently completed his Doctorate in Clinical Psychology from the Minnesota School of Professional Psychology in 2012 and he completed his Doctoral Internship through the Argosy Counseling Service where he worked with a variety of clientele offering career counseling as well as psychological therapy and assessment. After completing his internship, Dr. King worked as a psychologist in a private practice primarily conducting psychological evaluations for a variety of referral questions including ADHD, Learning Disabilities, and mood/anxiety disorders as well as providing individual and family therapy. In 2014, Dr. King joined the staff at Metropolitan Rehabilitation Services and completed two advanced graduate training programs, the first in Rehabilitation Counseling and the second in Forensic Vocational Rehabilitation. Dr. King assumed ownership of Metropolitan Rehabilitation Services in January of 2016, where he primarily conducts vocational evaluations for a variety of referral types including litigated and non litigated matters.


4:00 - 5:15 pm

Forensics SSVE RDCM VRTS

(803) Earnings for Sub-Baccalaureate Education

Focus: Forensic, RDCM, SSVE, VRTS | Level: Entry
Mary Barros-Bailey, CRC, CLCP, CDMS, NCC, D/ABVE, Intermountain Vocational Services, Inc.; Ann Neulicht, PhD, CLCP, CRC, CVE, LPC, ABVE/D; Rick Robinson, PhD, MBA, Robinson Work Rehabilitation Services Co.

This session provides attendees with the most updated information available to the recently expanded measure of earnings for those acquiring education in the chasm between a high school diploma and a Bachelor’s degree and the emerging literature about the value of education for those engaged in that level of learning, including some college, no degree.

Educational Objectives: Identify different levels and terms used in the current literature about sub-baccalaureate education, such as Career-Technical Education (CTE) and Some College, No Degree; Have access to the literature since 2006 regarding earnings by educational attainment for sub-baccalaureate education; Understand the implications of current literature and research in earnings and trends of sub-baccalaureate education for Forensic Vocational Rehabilitation, Clinical Vocational Rehabilitation Counseling, and Research.

Speaker Bios:
Mary Barros-Bailey, PhD, CRC is a bilingual rehabilitation counselor, vocational expert, and life care planner. She teaches in the University of Idaho’s graduate rehabilitation counseling program and enjoys publishing and presenting on topics dealing with professional practice. She has been presenting on adjunct areas of the proposed topics for the last few years, namely on evidence in forensics and clinical judgment. Over the last year, she has been collaborating with the associated researchers in an attempt to dive deeply into the underlying precepts of the 20 published models of loss of earning capacity analysis to find common ground and advance forensic rehabilitation assessment.

Dr. Neulicht earned her doctorate in Rehabilitation Research and has worked in private sector rehabilitation for over 30 years. Based in Raleigh, North Carolina, her nationwide consulting practice focuses on Life Care Planning, Vocational/ Earnings Capacity Assessment, Labor Market Analysis, and Case Management. She is a Vocational Expert for the Social Security Administration and has qualified as a Rehabilitation and/or Life Care Planning Expert in multiple court settings. Dr. Neulicht has held multiple leadership positions within the International Association of Rehabilitation Professionals (IARP) and the Commission on Rehabilitation Counselor Certification. She was a principal investigator for the Life Care Plan Surveys (2001, 2009) and Labor Market Research Survey (2006). Dr. Neulicht is the recipient of the 2016 Outstanding Life Care Planning Educator Award from the Foundation for Life Care Planning. IARP honored Dr. Neulicht with the Outstanding Individual Professional Member Award (2004). She also received the 1995 Distinguished Service and Harley B. Reger Awards from the National Rehabilitation Counseling Association for her research contributions, creative activity, dedication to consumers, and commitment to professional organizations. Her interest in ethics and rehabilitation/life care plan protocols has led to multiple publications and presentations at local, regional, and national conferences.

Dr. Rick Robinson has 20 years of experience providing vocational and disability consulting in both litigated and non-litigated settings. He is nationally certified in rehabilitation counseling, vocational evaluation, and life care planning. He is board certified by the National Board for Certified Counselors and as a Diplomate by the American Board of Vocational Experts. He is state licensed in Florida as a Mental Health Counselor. He holds a doctoral degree in Rehabilitation Science from the University of Florida. His research interests are focused on forensic rehabilitation analysis, methodologies, and models. He has published over a dozen peer reviewed articles related to forensic vocational rehabilitation services. He is the editor of the 2014 textbook Foundations of Forensic Vocational Rehabilitation. He is the president of Robinson Work Rehabilitation Services, Co., a private vocational and rehabilitation consulting firm in Jacksonville, FL. He is the immediate past president of the International Association of Rehabilitation Professionals (IARP).


4:00 - 5:15 pm

VRTS

(804) Valid Vocational Assessments Utilized on Traumatic Brain Injury Cases

Focus: VRTS | Level: Entry
Jeffrey Kiel, MEd, CRC, CVE, CLCP, ABVE/D, Vocational Solutions, LLC

According to the Centers for Disease Control and Precention (CDC), every day 153 people in the United States die from injuries that include TBI. Those who survive a TBI can face effects that last a few days, or the rest of their lives. Effects of TBI can include impaired thinking or memory, movement, sensation (e.g., vision or hearing), or emotional functioning (e.g., personality changes, depression). These issues not only affect individuals but can have lasting effects on job functions. This course will enhance the vocational rehabilitation practitioner’s knowledge when faced with TBI cases to more effectively evaluate, report, and assist individuals who have Traumatic Brain Injuries. The course will be conducted by PowerPoint presentation while facilitating the course in an interactive environment. Valid vocational evaluation tests will be reviewed and analyzed. Demonstratives will be used to give participants everyday examples of TBI cases in a vocational rehabilitation practice.

Educational Objectives: Show how vocational evaluation can enhance the overall nature of the TBI case when there is already a comprehensive Neuropsychological evaluation; Enhance their knowledge of valid vocational evaluation testing instruments that will likely be helpful when evaluating a TBI case; Show the redacted reports to ameliorate their understanding of the nature and complexity of Traumatic Brain Injury cases in a Vocational Rehabilitation setting. Work samples shared will include litigated and non-litigated cases; Gain a better understanding of the types of Traumatic Brain Injuries that the audience will face in their practice.

Speaker Bio:
Mr. Jeff Kiel resides in San Antonio, TX and is a Partner/Director of Vocational Rehabilitation Counseling at Vocational Solutions, LLC. He holds a Master’s Degree in Education and a Bachelor’s degree in Psychology/Minor in Business Administration from the University of Toledo. His Master’s degree specialized in Human Resource Development and Educational Technology. Mr. Kiel attended graduate school at Kent State University and took courses towards a Master’s of Rehabilitation Counseling. Mr. Kiel attended the University of Florida and became a Certified Life Care Planner. He is a Certified Rehabilitation Counselor, Vocational Evaluator, Case Manager, and Diplomate, Board Certified Vocational Expert through the American Board of Vocational Experts. He has testified as a vocational expert in over 5,000 cases for the Office of Disability Adjudication and Review, has conducted over 1,000 non-judicial vocational evaluations in Ohio and Texas, and has been retained in approximately 70 cases for the Plaintiff and Defense in Personal Injury, Employment Law, Matrimonial, and Worker’s Compensation. His testimony has been accepted in multi-state District Courts and Federal court. He is an active member of IARP, ABVE, and NRA (National Rehabilitation Association). He is a past presenter for ABVE.