Summer 2014 Convention Panels

Convention Schedule

Choose and click on a date below to see the panels offered. 



MCLE, LS & DWC Credit

Continuing Education Credits awarded in attending the entire convention:

16.5 MCLE (includes MCLE required: 1.25 required course: Ethics)

15.25 Legal Specialization in Workers’ Compensation

6.0 Div. of Workers’ Compensation



8:30 a.m. – 10:30 a.m.
Regulations Update
10:50 a.m. – 12:05 p.m.
UR/IMR Update

SUNDAY, JUNE 29, 2014

9:00 a.m. – 10:30 a.m.
Medicare Set Asides
10:45 a.m. – 12:00 p.m.
A View from the Other Side




1:00 p.m. – 2:30 p.m.

Is the California Workers’ Compensation System Losing its Mind?

What is a catastrophic injury? What is a psychiatric injury? Do the limitations on psychological disability apply to all psychiatric injuries? A discussion of CSIMS article and a possible approach. Using the entire guide to describe the impairments created by psychiatric injuries and obtain accurate disability ratings. How to use Chapter 13 of the AMA Guides (neurological) to accurately describe emotional disability. Does the catastrophic exception apply to impairments described by Chapter 13? A neuropsychological approach to the distinction between brain and psychological injuries. Are medication side effects a brain injury or psychological injury?

Panelists: Tom Pegnim, Esq., Moderator; Claude Munday, Ph.D.; Richard Lieberman, M.D.; Brad Wixen, Esq.
Credit: 1.5 MCLE, 1.5 Legal Specialization in Workers’ Compensation, 1.5 DWC


2:30 p.m. – 2:50 p.m.



2:50 p.m. – 4:20 p.m.

Trends in Apportionment

Basics of Apportionment. How Apportionment Applies in 100% Cases;
Subsequent Injury Fund Crossover Issues.

Panelists: Mark Gearheart, Esq., Moderator; Susan Borg, Esq.; Sarah Carr, Esq.; Michael Giachino, Esq.
Credit: 1.5 MCLE, 1.5 Legal Specialization in Workers’ Compensation, 1.5 DWC



4:20 p.m. – 4:40 p.m.



4:40 p.m. – 6:10 p.m.

Accurate Permanent Disability Ratings

Rebutting the Schedule with Accuracy after SB863 in Permanent Total and Partial Permanent Disability cases. Rebutting the combined values chart. Using the supplemental job displacement voucher to obtain evidence to rebut the schedule. Guzman Update. The Cannon Case. Using the Direct Functional Loss Approach based on percentage loss of function for parts of body.

Panelists:  Jason Marcus, Esq., Moderator; Art Johnson, Esq.; Mark Gearhart, Esq.
Credit: 1.5 MCLE, 1.5 Legal Specialization in Workers’ Compensation, 1.5 DWC




6:15 p.m. – 7:30 p.m.


Visit all vendors and enter with a chance to win great prizes! Must be present to win. Convention registrants will receive one (1) complimentary drink ticket and hors d’oeuvres.
Thirsty? Be sure to visit with vendors to get more drink tickets.

Spouses and children, accompanied by an adult, are welcome to visit the Exhibit Hall. Be sure to get a badge from the exhibitor at-door registration desk.

Prizes: Who doesn't like #winning?
2015 Winter Convention Registration: Provided by CAAA
iPads with the ebook Pearls of the AMA Guides: Provided by CAAA
$100 AMEX Gift Card - Provided by Exhibitor: Associated Reproductive Services Legal (ARS)
Nook GlowLight Reader:  - Provided by Exhibitor: ExamWorks
$75 Nordstrom Gift Card - Provided by Exhibitor: Gemini Duplication, Inc.
$50 Home Depot Gift Card - Provided By Exhibitor: Gemini Duplication, Inc.

Car will not be a prize or for sale...nice try!

Last convention CAAA provided the following prizes:

  • 2014 Reno Summer Convention Registration
  • 2014 Hawaii Seminar Registration
  • iPad Minis including the ebook "Pearls of the AMA Guides"
  • $150 CAAA Bookstore Gift Card
  • $100 Best Buy Gift Cards
  • $100 Nordstrom Gift Cards

Additional prizes were also provided by various vendors throughout convention. 



8:30 a.m. – 9:30 a.m.

The Galaxy of Technology: May the Force Be With You Advocating for Your Clients

How to use technology to effectively advocate for your clients, including obtaining accurate PD assessments, defining and valuing future medical care, proving AOE/COE and challenging apportionment. Sifting through what resources work including Ebooks, websites, programs and Apps. For beginners and geeks alike.

Panelists: Adam Dombchik, Esq., Moderator; Zachary Frost, Esq.; Chris Viadro, Esq.; Jeffrey Stern, Esq.; Kayla Bell, CAAA Digital Media Coordinator.
Credit: 1.00 MCLE, 1.0 Legal Specialization in Workers’ Compensation



9:30 a.m. – 9:50 a.m.



9:50 a.m. – 10:50 a.m.

The Commissioners & Friends Discuss the Hot Issues of the Day

2014 has seen a number of important cases go before the WCAB for review and decision. The Commissioners will talk about the issues that are coming before them now and will give an analysis of where the law is, and where the law is going, based on the issues that are now being addressed.

Panelists: Commissioner Marguerite Sweeney, Susan Borg, Esq.; Joseph Capurro, Esq.; William Herreras, Esq.
Credit: 1.0 MCLE, 1.0 Legal Specialization


10:50 a.m. – 11:00 a.m.



11:00 a.m. – 12:45 a.m.


For Regular Members Only. Name Badge is Required. Box lunch provided.






12:45 a.m. – 1:00 p.m.



1:00 p.m. – 2:30 p.m.

Marvin Shapiro Memorial Most Important Cases


Panelists: Joseph Capurro, Esq., Moderator; Melissa Brown, Esq.; Hon. Colleen Casey; G. Ronald Feenberg, Esq; William Herreras, Esq.; Lawrence Silver, Esq.
Credit: 1.5 MCLE, 1.5 Legal Specialization








2:30 p.m. – 2:50 p.m.



2:50 p.m. – 4:05 p.m.

Gender Equity in Workers' Compensation Law

women working

This panel will explore gender bias in workers' compensation law and how women in the workplace face increased risks of injury due to the nature of the work they perform.

Panelists: Diane Worley,Esq., Director of Policy Implementation, CAAA, Moderator; Judge Adoralida (Dora) Padilla, WCAB, San Jose; Nancy Skinner, Assemblywoman; Deborah Burger,RN. President, National Nurses United; and W. Lynne Brown,esq., CAAA Womans' Caucus
Credit: 1.25 MCLE, 1.25 Legal Specialization



4:05 p.m. – 4:25 p.m.



4:25 p.m. – 5:40 p.m.

Current Ethical Issues in CA and Around the Nation

Discussion Points:
1. Attorney fees after Sub-out, being Subbed out, or dismissal

2. Attorney obligations after Stipulation
3. Beginning of the Attorney client relationship
4. Confidentiality in the digital age
5. When is a settlement offer a settlement offer
6. Conflict of interest
7. Referral  Fees
8. Advertising / Soliciting Clients 

Panelists: Ray Frost, Esq., Moderator; David DePaolo, Esq., Rich Meechan, Esq.; Charles R. Davoli, Esq, WILG
Credit: 1.25 MCLE Required Special Ethics



8:30 a.m. – 10:30 a.m.

Regulations Update

What you need to know about The Home Care Regulations; Treatment and Med Legal Fee Schedules; Copy Service Fee Schedule and Restrictions on Subpoenaing Records; WCAB Rules and Regulations – Petitions for Costs; QME Regs; How to Request a Panel – Navarro impact on strategy; Interpreters; L.C. Section 139.48.

Panelists: Robert McLaughlin, Esq., Moderator; Justin Sonnicksen, Esq.; Brett Johnson, Esq.; Kimberley Pryor, Esq.
Credit: 2.0 MCLE, 2.0 Legal Specialization



10:30 a.m. – 10:50 a.m.



10:50 a.m. – 12:05 p.m.

UR/IMR Update

Obtaining medical care for our clients. How do we define medical treatment? Are all medical requests subject to Utilization Review? The Dubon Case – When is UR defective? When and How to Challenge defective UR denials. Do you have a report that is Substantial Evidence to Support a Treatment request? IMR strategies: What documents can we send? May we send a video of applicant? What documents should we send? Checklists to manage the UR/IMR process.

Panelists: Dennis Thomas, Esq., Moderator; Brendan Morley, M.D.; Ben Helfman,Esq.; W. Lynne Brown, Esq.
Credit: 1.25 MCLE, 1.25 Legal Specialization; 1.25 DWC


SUNDAY, JUNE 29, 2014


9:00 a.m. – 10:30 a.m.

Medicare Set Asides

A behind the scenes look: Who prepares the MSAs? How do they do it? What needs to be included in an MSA submission? How is it submitted? Who does it? How can Applicant attorneys be more informed and involved in the MSA submission process?

Panelists: Scott Perry, Esq., Stephanie Plotkin, Gregg Chapman, Esq.
Credit: 1.5 MCLE, 1.5 Legal Specialization



10:30 a.m. – 10:45 a.m.



10:45 a.m. – 12:00 p.m.

A View from the Other Side

Recently appointed WCJs discuss their views from the bench; What they have learned. Their advice, guidance and suggestions for better practice.

Panelists: Jeff Friedman, WCJ; Greg Palmberg, WCJ; Robert Spoeri, WCJ
Credit: 1.25 MCLE, 1.25 Legal Specialization in Workers’ Compensation









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