Winter 2015 Convention Brochure Cover

Choose a date below to see the panels offered. 








Continuing Education Credits awarded when attending the entire convention: 

Minimum Continuing Legal Education:  15.75 MCLE (including 1.25 Bias)
Legal Specialization in Workers’ Compensation:  13.5 MCLE
Division of Workers’ Compensation:  4.25 QME

 Click on the links below to see an extended description, panelists and continuing education credits for each session.

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1:00 p.m. – 2:30 p.m.

  • Referrals to other physicians; RFAs; UR rebuttals
  • Physician’s compliance with MPN contracts
  • Second opinion within the MPN – L.C. Section, 4616, et seq.
Panel: Moderator Juliana Guerrero, Esq., Jack Don, Esq., Justin Litvack, Esq., WCJ Linda Atcherley
Credit: 1.5 MCLE, 1.5 Legal Specialization


2:50 p.m. – 4:20 p.m.

A how-to program – tips and techniques to save time, be organized and productive in handling:

  • Medical Provider Networks
  • Utilization Review
  • Independent Medical Review
Panel: Moderator Rick Meechan, Esq., Robert McLaughlin, Esq., Matt Hill, Esq., Amy Leung, Esq.
Credit: 1.5 MCLE, 1.5 Legal Specialization


4:45 p.m. – 6:00 p.m.

This panel will focus on the type of bias, harassment, mistreatment and discrimination often experienced by transgender and LGB individuals. The presentation will provide tips and suggestions about how to create an office that is welcoming to all clients regardless of sexual orientation or gender identity or expression, as well as touch on legal issues, including employment discrimination law.

Panel:  Moderator Patty Pomper, Esq., Amy Whelan, Esq., Julie Wilensky
Credit: 1.25 MCLE (BIAS), 1.25 Legal Specialization


6:15 p.m. – 7:30 p.m.

Visit vendors, enjoy great music, and enter our drawing for a chance to win. Convention registrants will receive one (1) complimentary drink ticket and hors d’oeuvres. Must be a CAAA Regular Member to win.

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FRIDAY, JULY 1, 2016

8:30 a.m. – 9:45 a.m.

  • How to get replacement panels and additional panels.
  • Strategies to get neuropsychological evaluations in light of the loss of this QME specialty (e.g. L.C. Section 5701 – Appointment of regular physician)
Panel: Moderator Brett Johnson, Esq., Zachary Frost, Esq., Justin Sonnicksen, Esq., WCJ Lilla Szelenyi
Credit: 1.25 MCLE, 1.25 Legal Specialization, 1.0 QME


10:05 a.m. – 11:20 a.m.
  • Methods and strategies to minimize or eliminate apportionment.
  • Kirkwood – L.C. Section 4662 - apportionment to conclusive presumptions.
  • How to address apportionment in 100% cases.
Panel: Moderator  Brad Chalk, Esq., Marc Marcus, Esq., Arjuna Farnsworth, Esq., Michael Giachino, Esq.
Credit: 1.25 MCLE, 1.25 Legal Specialization, 1.0 QME


11:30 a.m. – 1:00 p.m.
For Regular Members Only. Name Badge is Required. Box lunch provided.
1:15 p.m. – 2:15 p.m.

Panel: Chairperson, Ronnie Caplane, (Moderator) (invited); Commissioner Frank Brass (invited); Commissioner Deidra Lowe (invited); Commissioner Marguerite Sweeney (invited); Commissioner Katherine Zalewski (invited); Commissioner Jose Razo (invited)
Credit: 1.0 MCLE, 1.0 Legal Specialization


2:45 p.m. - 4:45 p.m.
  • The esteemed panel provides a critical review of the significant cases from the last 6 months
Panel: Moderator Joseph Capurro, Esq.; Honorable Colleen Casey; G. Ronald Feenberg, Esq.; William Herreras, Esq.; Lawrence Silver, Esq.
Credit: 2.0 MCLE, 2.0 Legal Specialization


5:00 p.m. – 6:00 p.m.
  • E-Discovery
  • Over-reaching Investigations: e.g. Drones
  • Social Media: Can Facebook be hacked?
  • What are the legal and ethical limits of Social Media Discovery?
Panel: Moderator Ben Helfman, Esq., Laura Rosenthal, Esq., Lindsay Wagenman, Esq.
Credit: 1.0 MCLE


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9:00 a.m. – 10:15 a.m.

  • What are reserves?
  • How and when are they set?
  • How and when can they be changed?
  • What can be done to increase reserves?
  • Complex reserve and coverage issues: high deductibles/retention
  • Conflicts between underlying and excess carrier
  • Coldiron: Disclosure of insurance coverage, excess carriers, etc.
Panel: Moderator Bret Grove, Esq. John Allan, Warren Pulley, Esq. Kevin Shaw, Esq.
Credit: 1.25 MCLE, 1.25 Legal Specialization 


10:45 a.m. – 12:00 p.m.
  • Causation Standard
  • Death Benefits
  • Conflicts of Interest
  • Death without Dependents
  • Settlement Strategies
Panel: Moderator Ray Frost, Esq., Bernhard Baltaxe, Esq., Susan Novell, Esq.
Credit: 1.25 MCLE, 1.25 Legal Specialization, 1.0 QME 


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SUNDAY, JULY 3, 2016
9:00 a.m. – 10:15 a.m.

  • Range of Motion v. DRE Methods
  • Diagnostic Studies: X-rays, MRI, Electrodiagnostics
  • Almaraz/Guzman issues
  • Cortico Spinal Tract Damage
  • Station and Gait
Panel: Moderator Brad Wixen, Esq., Megan Ruble, Esq., Steven Feinberg, M.D., Peter Mandell, M.D.
Credit: 1.25 MCLE, 1.25 Legal Specialization, 1.25 QME 


10:30 a.m. – 11:45 a.m.
  • The defendant's affirmative mandatory duty to conduct a reasonable and timely investigation.
  • Is a defendant’s objection, defense or denial valid without investigation?
  • How to enforce the obligations of Regulation 10109 and get paid attorney fees for doing so.
Panel: Moderator Brett Borah, Esq., WCJ speaker, Mark Vickness, Esq., Janet Zamecki, Esq.
Credit: 1.25 MCLE, 1.25 Legal Specialization


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