The Basics of Navigating a Workers Compensation Claim 2015 Basics of Workers Compensation

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1 Workers Compensation The Basics of Navigating a Workers Compensation Claim 2015 Basics of Workers Compensation LIVE LIVE WEBCAST VIDEO REPLAYS Thursday, November 5, 2015 NC Bar Center, Cary VIDEO REPLAYS Cary NC Bar Center Tuesday, January 19, 2016 Concord Hilton Garden Inn Tuesday, December 8, 2015 CLE CREDIT: 6.5 Hours Including 1.0 Hour Ethics/ Professionalism Qualifies for NC State Bar Workers Compensation Specialization Credit Program Summary and Highlights Workplace accidents happenm but handling Workers Compensation claims in North Carolina is anything but basic. The changing nature of the work environment requires an understanding of the rights of injured workers, their employers and their employers insurance carriers under North Carolina law. This CLE is intended to help North Carolina attorneys navigate through the workers compensation process. It is ideal for those attorneys who are new to the field, those who occasionally handle Workers Compensation claims and those who regularly practice in the field but wish to get back to the basics. Learn to identify issues in a new claim and discover how to negotiate an effective settlement Obtain knowledge of ethical considerations to be had in managing support staff Essential to everyone interested in successfully practicing in the area of Workers Compensation Planned by the NCBA Workers Compensation Section The North Carolina Bar Association Foundation is accredited by the North Carolina State Bar as a provider of continuing legal education. twitter #NCBACLE facebook facebook.com/ncbaorg

2 The Basics of Navigating a Workers Compensation Claim 2015 Basics of Workers Compensation #458WCP and #458LWC Thursday, November 5, 2015 FOUR WAYS TO REGISTER ONLINE* PHONE* FAX* MAIL** Attn: Accounting, NCBA Foundation, P.O. Box 3688, Cary NC *Credit cards only. **Please make checks payable to the NCBA Foundation. LIVE WEBCAST TUITION VIDEO REPLAY (VR) Select format and tuiton rate below. REGISTRANT TYPE EARLY BIRD TUITION Postmarked 7 days prior to live program date. REGULAR TUITION Postmarked less than 6 days prior to live program date. WEBCAST TUITION NCBA Workers Compensation Section Member $230 $285 $310 NCBA Member 0 $305 $330 Non-member $305 $360 $385 Full-time LANC Attorney (NCBA member) $150 $175 1st Year Licensed in NC (NCBA Member) These categories do not qualify for Early Bird tuition. $99 $124 CLE Passport Holder 6 Tokens 6 Tokens Judge (NCBA Member) Clerk of Court (NCBA Member) Law Professor (NCBA Member) These categories do not qualify for Early Bird tuition or include any MCLE fees. Choose from the applicable Webcast tuition options above. Law Student Division Member Paralegal Student Division Member VIDEO REPLAY LOCATIONS Select your location. For details, see Cary Jan. 19, 2016, 9:00a #458BAR Concord Dec. 8, 2015, 9:00a #458CRD REGISTRANT INFORMATION Please fill in the blanks. Print Full Name: Firm/Organization Name: Address: City, State and ZIP: Daytime Phone Number: Address: NC State Bar No. (Required for MCLE Credit): PAYMENT Registration is processed only after payment is received. Please print clearly. Enclosed is a check, payable to the NCBA Foundation. Please charge my credit card. Card Number: Expiration Date: Signature:

3 Program Agenda Thursday, November 5, 2015, 8:15a 4:45p 8:15a Registration and Continental Breakfast 8:55 Welcome and Introductions 9:00 Administrative Procedures before the Industrial Commission Meredith Henderson Rules regarding what to file where and how to file it The basics of medical motions and medical-related motions The basics of Form 23 and Form 24 Applications 9:45 Basic Tips for Handling a Workers Compensation Hearing Chrystal Redding Stanback Relevant rules of the Industrial Commission Preparing for the hearing is the key! What to do and what not to do at the hearing 10:30 Break 10:45 Shop Talk: Building a Mediation from the Ground Up Lynn Gullick The Preliminary Plans The Construction of the Mediation The Final Walk Through 11:15 A Case Walks in the Door Then What? Michael W. Bertics and Raymond J. Williams Assessing Immediate Issues/Why is this claim here? Moving the Claim Forward Posturing/Leveraging claim for settlement 12:00p Networking Lunch (included at Live program only) 12:45 Panel Discussion Ethical Considerations in Use of Support Staff* Amy Gallimore, Ponchita L. Heggie and W. Mark Peck (moderator) Understanding the Rules of Professional Responsibility Supervising support staff Delegating file tasks and corresponding with clients 1:45 To be an Accident or Not to be an Accident: That is the Question Tracey L. Jones Definition of an injury by accident Did the accident arise out of and in the course and scope of the employment? Specific Traumatic Incidents Pre-Existing Conditions 2:30 Break 2:45 Discovery Jeri L. Whitfield Working out disputes with opposing counsel Determining when (and whether) to object Privileges and any other evidentiary considerations

4 3:30 Getting to Disbursement: Medicare, Medicaid and ERISA Liens Julie L. Bell Who to contact When to contact them How to make sure you re paying the correct amount 4:00 Occupational Disease Claims M. Reid Acree Jr. Basic Law of Occupational Disease Proof of Occupational Diseases Proof of disability What s New in Specific types of cases? 4:45 Adjourn *Indicates portion providing Ethics/Professionalism credit Program materials are 100% DIGITAL Step-By-Step Download Instructions 1. Go to 2. Click on Your Course Materials (on right-side navigation). 3. Log in. (If you need help with your log in, call ) 4. Click on the CLE program title. 5. Download and save. FINE PRINT REGISTRATION Registrations are limited by space, and may include a live video broadcast overflow room. TRANSFERS Registrants may transfer from a Live program, Video Replay, Webcast, Webinar or Phone/Audio Streaming Program without penalty within three business days after the program date. CANCELLATIONS Cancellations must be received by 9:00 a.m. the third business day prior to the program to qualify for a refund (less administrative fee). Those not attending will receive the digital program materials in full consideration of tuition paid. MCLE CREDIT The North Carolina Bar Association Foundation is an accredited CLE sponsor under the MCLE Regulations promulgated by the NC State Bar Board of Continuing Legal Education. This program is approved (but not sponsored) by the Board for the designated number of CLE hours. Each attorney must maintain a record of his/her attendance for the NC State Bar annual report. MCLE credit is reported by NCBA Foundation only if a NC State Bar number is provided. Your CLE tuition includes mandatory State Bar fees used to support the State Bar s Mandatory Continuing Legal Education program, the Chief Justice s Commission on Professionalism and the Chief Justice s Equal Access to Justice Commission. Your tuition also includes digital access to all program materials. DIGITAL PROGRAM MATERIALS You will receive a notification when digital materials are available to download. To retrieve digital materials, log in and select My Course Materials on the CLE website. All of the materials for this program will be available for download in advance of the program. A limited number of printed books will be available for purchase at the Live program. VIDEO REPLAYS To qualify for the Early Bird tuition, registration must be received one week prior to program date. NC State Bar rules require a minimum number of pre-registered active State Bar members. The NCBA Foundation reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement. Some sites require additional registration or evaluation forms. Visit to confirm video replay registration and program start times. CLE credit hours at Video Replays are subject to change. Video replay program attendees may purchase the printed manuscript at cost. Due to printing and shipping lead times we are unable to accommodate requests for print materials made fewer than seven (7) days prior to any video replay program. INCLEMENT WEATHER We make every effort to notify registrants when a program is canceled or delayed due to weather. If inclement weather is forecast, please check your local news listings or contact event venue. NCBA programs will follow the work schedule of the hosting institutions, to include delayed openings. CLE SCHOLARSHIPS A limited number of scholarships are available to members in financial need. Contact Membership Services at or EVENT SPONSOR AND EXHIBITOR OPPORTUNITIES Interested in meeting the attendees of this program? Become an exhibitor or sponsor! Contact Jennifer Shapiro at for detailed information about these opportunities and their benefits. FOR MORE INFORMATION, VISIT WWW. NCBAR.ORG/CLE.

5 Program Information Program Planners M. Reid Acree Jr., Attorney at Law, Salisbury Eleasa Harris Allen, Robinson & Lawing LLP, Winston-Salem Speakers M. Reid Acree Jr., Attorney at Law, Salisbury Julie L. Bell, Daggett Shuler Attorneys at Law, Winston-Salem Michael W. Bertics, Lennon, Camak & Bertics, Raleigh Amy Gallimore, Oxner + Permar LLC, Asheboro Lynn Gullick, Gullick Mediation Inc., Greensboro Ponchita L. Heggie, Cranfill Sumner & Hartzog LLP, Raleigh Meredith Henderson, Executive Secretary, NC Industrial Commission, Raleigh Tracey L. Jones, Teague Campbell Dennis & Gorham LLP, Raleigh W. Mark Peck, Robinson & Lawing LLP, Winston-Salem Chrystal Redding Stanback, Deputy Commissioner, NC Industrial Commission, Raleigh Jeri L. Whitfield, Smith Moore Leatherwood LLP, Greensboro Raymond J. Williams, McAngus Goudelock & Courie PLLC, Charlotte Hotel Information Contact hotel(s) directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. Embassy Suites, 201 Harrison Oaks Boulevard, Cary Rate: $159 Single/Double (Includes full cooked-to-order breakfast and manager s evening reception) Reservations: Reference Corporate ID: NCB or NC Bar Rate TownePlace Suites by Marriott, 120 Sage Commons Way, Cary Rate: $96 studio queen with sleeper sofa (Sunday Thursday) Includes complimentary Continental Breakfast. All rooms come standard with a fully equipped kitchen. Reservations: Ask for the NC Bar Association corporate rate.

6 P.O. Box 3688 Cary, NC Nonprofit Org. US Postage PAID Raleigh, NC Permit #297 North Carolina Small Law Office Resource Manual, Fifth Edition (2011) Do you find yourself reinventing the wheel? Are there better and easier ways to accomplish necessary tasks? This manual is designed to provide practical and concise answers to these and many other everyday law practice management questions. This outstanding resource helps you find practical solutions to the most common questions and problems that arise in any practice. It also includes time-saving fillable and sample forms and checklists. All the essential things they didn t teach you in law school. Managing Editors: George W. Lennon and S. Neal Camak of Lennon & Camak PLLC For more information or to order, call the Bookstore at , or visit www. ncbar.org/cle and click on Publications. Workers Compensation The Basics of Navigating a Workers Compensation Claim 2015 Basics of Workers Compensation LIVE LIVE WEBCAST VIDEO REPLAYS Thursday, November 5, 2015 NC Bar Center, Cary CLE CREDIT: 6.5 Hours Including 1.0 Hour Ethics/Professionalism ATTENDEE TESTIMONIALS Very good program! Everything was very well organized. Thank you! Attendees of 2014 Workers Compensation program

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