EDUCATION & PROFESSIONAL TRAINING CURRICULUM VITAE DANA M. WELDON, MS, CRC, RRP, CLCP, CCLCP Certified Life Care Planner Certified Rehabilitation Counselor Master of Science in Vocational Rehabilitation (concentration in Rehabilitation Counseling) - 2009 University of Wisconsin-Stout Menomonie, Wisconsin Medicare Set-Aside Advanced Professional Training 2004 University of Florida/MediPro Gainesville, Florida Life Care Planning Post Graduate Certificate - 2001 University of Florida/Intelicus Orlando, Florida Bachelor of Education - 1976 Ontario Teacher Education College University of Toronto - Toronto, Ontario Bachelor of Environmental Studies - 1973 University of Waterloo - Waterloo, Ontario CERTIFICATION Certified Life Care Planner (CLCP), Certification # 0397 Canadian Certified Life Care Planner (CCLCP), Certification # 0046 Certified Rehabilitation Counselor (CRC), Certificate # 111793 Registered Rehabilitation Professional (RRP), Registration # WELD1292-R Ontario Teacher s Certificate; Primary Education Certificates, Part I and Part ll PROFESSIONAL AFFILIATIONS International Association of Rehabilitation Professionals (IARP) Committee Member, IARP Forensic Section Conference Planning, 2005-2007 Standards Compliance & Review Board Committee Member, IARP, 2001-2007 Canadian Association of Rehabilitation Personnel (CARP) Canadian Assessment, Vocational Evaluation & Work Adjustment Society (CAVEWAS) APPOINTMENT Life Care Planning Commissioner for the International Commission on Health Care Certification (ICHCC), 2009 to present
Dana M. Weldon, CV, - 2 PROFESSIONAL EXPERIENCE PRIVATE PRACTICE Life Care Consulting Ltd., Windsor, ON November 2001 to present Future Care Needs / Life Care Plan Preparation LCP Peer Review Vocational Assessment Transferrable Skills Analysis Labour Market Analysis Catastrophic Case Management including but not limited to individuals with spinal cord injuries, traumatic brain injuries, burn injuries and limb loss Expert Opinion & Testimony ADJUNCT FACULTY University of Florida, Gainesville, FL March 2009 to present Advanced Aspects of Life Care Planning Onsite Module - Developmental, Forensic & Vocational Aspects of Life Care Planning OPERATIONS MANAGER - GENEX Services of Canada, Inc. Windsor, ON July 1998 October 2001 Responsible for the Canadian operation of a case management firm with a total staff of 50 (CM, OT, Kin) Prepared rehabilitation plans and future care reports and provided expert testimony Assessed medical and vocational needs of individuals with disabilities; planned services to address those needs; co-ordinated the necessary services; and monitored functional progress of the evaluee VICE-PRESIDENT - Lindsey Morden Health & Rehabilitation Services, Windsor, ON May 1994 - June 1998 Responsible for the rehabilitation division including Ontario, British Columbia and Atlantic Canada with a staff total of 35 Prepared rehabilitation plans and future care reports and provided expert testimony Managed a specialized caseload of catastrophic cases including but not limited to spinal cord injuries, traumatic brain injuries and severe orthopaedic injuries REGIONAL MANAGER - Lindsey Morden Health & Rehabilitation Services, Windsor, ON January 1991 - May 1994 (previously known as Rehabilitation Resource Management) Responsible for the Ontario operation of a case management firm with a total staff of 25 Expert testimony
Dana M. Weldon, CV, - 3 REGIONAL MANAGER - North American Health and Rehabilitation Services & Rehabilitation Resource Management, Windsor, ON & Southfield, MI October 1989 - December 1991 Responsible for the management in the Mid-Western United States and South-Western Ontario of a case management firm with a total staff of 15 Maintained a catastrophic client caseload with a minimum of 5 clients in addition to administrative duties BRANCH MANAGER - Rehabilitation Services of Canada, Windsor, ON August 1988 to October 1989 Responsible for the management of a private sector rehabilitation branch office for South- Western Ontario Supervised 8 case managers and 2 support staff in the local branch Maintained a catastrophic client caseload with a minimum of 5 evaluees REHABILITATION SUPERVISOR - Rehabilitation Services of Canada, Windsor, ON March 1986 to July 1988 Supervised and directed activities of 4 caseworkers in developing rehabilitation plans for clients with disabilities Prepared future care cost reports Assessed employability and job readiness of individuals with disabilities SENIOR REHABILITATION CASEWORKER - Rehabilitation Services of Canada, Windsor, ON January 1982 to March 1986 Assessed rehabilitation potential of individuals with disabilities and co-ordinated recommended programs Conducted labour market research Co-ordinated job placement for evalueess attempting return to work following injury INTAKE COUNSELLOR - Goodwill Industries of Windsor, Windsor, ON February 1980 to December 1981 Evaluated and counselled individuals with psychiatric and mental disabilities Administered interest inventories Administered Valpar Component Work Samples Attended case staffing with WCB and VRS personnel ELEMENTARY TEACHER - Toronto Board of Education, Toronto, ON September 1976 to August 1978 SERVICE REPRESENTATIVE - Bell Canada, Toronto, ON May 1973 to August 1975
Dana M. Weldon, CV, - 4 PRESENTATIONS Housekeeping & Attendant Care Issues in the LCP International Symposium on Life Care Planning, Chicago, Illinois, September 2009 Evaluating the Impact of Disability Cuyahoga County Bar Association, Cleveland, Ohio, March 2005 WC Medicare Set Aside Trusts Garson & Associates, Cleveland, Ohio, March 2004 Future Care Needs/Life Care Plans Co-operators Insurance, Chatham, Ontario, September 2002 Current & Future Rehab Trends - LM Insurance Adjusters, Halifax, Nova Scotia, January 1997 Employer Based Rehabilitation: The Wave of the Future - CARP Annual Conference, Halifax, Nova Scotia, joint presentation with Dr. Bruce Growick of Ohio State University, October 1995 The Rehabilitation Process - Lloyds, Toronto, Ontario, May 1990 Rehabilitation Case Management - TIWA, Toronto, Ontario, January 1990 VOCOMP RSC In Service Training, Toronto, Ontario, August 1988 Vocational Case Management of Non-Catastrophic Cases - Essex Law Association - University of Windsor, Windsor, Ontario, October 1987 An Overview of the Rehabilitation Process - London Adjusters Association - London, Ontario - March 1987 Insurance Rehabilitation: A Case Study - OIAA Windsor Chapter - Windsor, Ontario, January 1987 PROFESSIONAL DEVELOPMENT International Symposium on Life Care Planning, Technology & Practice Innovations in Life Care Planning ; Scottsdale, Arizona - September 2011 International Symposium on Life Care Planning, Contemporary Challenges in Life Care Planning Meeting the Demand, Orlando, Florida - September 2010 International Symposium on Life Care Planning, Chicago, Illinois - September 2009 2006 IARP Forensic Conference Strategies for Forensic Professionals, Scottsdale, Arizona November 2006 2006 Life Care Planning Summit, Chicago, Illinois May 2006 2005 IARP Forensic Conference Formulating and Communicating the Expert Opinion, Nashville, Tennessee November 2005 The 2005 International Conference on Life Care Planning Evidence Based Practice, San Francisco, California September 2005 IARP 2005 Annual Conference Professional Documentation; 7 Step Model for Return to Work, Orlando, Florida April 2005 The 2004 International Conference on Life Care Planning Dual Relationships in the Field of Life Care Planning, New Orleans, Louisiana, October 2004 IARP 2004 Annual Conference Brain Injury & Return To Work Issues; Occupational Information in Disability Determination, Scottsdale, Arizona May 2004 Medicare Set-Aside Arrangements Training & Certification MediPro Seminars, New Orleans, Louisiana, January 2004 The 2003 International Conference on Life Care Planning Reliability Research in the Life Care Planning Process, Dallas, Texas October 2003 IARP 2003 Annual Conference Mysterious Life of Vocational Experts; Brain Injury/Neurological Disorders; Forensic Practice Management, Baltimore, Maryland April 2003 CARP Ontario Workshop Bill 59 Reform: The Next Legislation, Toronto, Ontario October 2002
Dana M. Weldon, CV, - 5 IARP 2002 Annual Conference, Ethics & Malpractice Issues for Rehab Professionals, San Diego, California April 2002 IARP 2001 Annual Conference The Journey of an Injured Worker in Return to Work Issues; Life Care Plan of Child with Profound Impairment, Miami Beach, Florida May 2001 2001 IARP Forensic Conference Ethics in Rehabilitation; LCP & Spinal Cord Injury; Evaluation of Damages New Orleans, Louisiana November 2001 2000 IARP Forensic Conference Tools for the Forensic Rehabilitation Professional: Establishing Earnings Capacity, Las Vegas, Nevada December 2000 SEAK National Expert Witness and Litigation Seminar, Communicating in the Courtroom, Hyannis, Massachusetts June 2000 NARPPS 2000 National Conference Case Development Methodology for Forensic Rehabilitation Experts, Dallas, Texas April 2000 NARPPS 1999 National Conference Rehabilitation in the Growing Effort to Control the Cost of Disability, Boston, Massachusetts March 1999 Outcomes Measurement for Total Quality Care, Chicago, Illinois - February 1994 Consensus & Controversy in Mild Traumatic Brain Injury, Rehabilitation Institute of Michigan, Dearborn, Michigan April 1993 Disability Management Interventions for the Industrially Injured Worker, London Disability Management Research Group Inc., Toronto, Ontario October 1992 The Function of the Rehabilitation Expert in the Judicial Process, Paroian Law Firm, Windsor, Ontario May 1990 OMPP Seminar on New Legislation Lee Samis LLB, Toronto, Ontario May 1990 The Rehabilitation Process, Dr. Perry S. Tepperman - Toronto, Ontario November 1989 Quality Assurance in Rehabilitation Case Management, Windsor, Ontario June 1988 Expert Witness Documentary Evidence, Paroian Law Firm, Windsor, Ontario April 198 Insight and Information - Disability Management Seminar, International Rehabilitation Institute, Toronto, Ontario November 1986 Vocational Placement for the Disabled Toronto, Ontario June 1986 Exploring Medical Developments in Disability Management International Rehabilitation Institute, Toronto, Ontario May 1984 PUBLICATIONS Vocational Case Management: The Way Back Canadian Underwriter - May 1992 QUALIFICATION Qualified as an Expert in the area of Life Care Planning/Future Care Assessments in: Ontario Superior Court of Justice Court of Queen s Bench of New Brunswick Circuit Court of Florida.