here - ABVE
Transcription
here - ABVE
ABVE 2011 Conference Exhibitors SkillTRAN, LLC 3910 S. Union Ct. Spokane Valley, WA 99206 (800) 827-2182 [Sales] - Pacific Time Zone (888) 926-2611 [Fax] (509) 927-8195 [Spokane] Jeff Truthan, MS, CVE – President [email protected] www.skilltran.com University of Florida Department of Behavioral Science and Community Health HPNP, 101 S. Newell Drive Room 4181 PO Box 100175 Gainesville, FL 32610-0175 Programs offered: Life Care Planning and Medicare Set Aside Certificate Programs Forensic Vocational Rehabilitation Certificate Program (Coming Soon!) Contact information: Amanda Glynn (Program Coordinator) Phone # 352-273-6491 Email [email protected] American Board of Vocational Experts WELCOME TO THE 2011 ABVE CONFERENCE! We’re glad you are here! The outstanding educational sessions over the next three days give you access to the industry leaders with exceptional insights. Expect to walk away with tools and resources to immediately improve your forensic vocational practices. From the desk of: Larry L. Sinsabaugh, PhD President 2009-2011 Sinsabaugh Consulting Services, PC 10315 Attems Way Glen Allen, VA 23060 E-mail [email protected] The ABVE Conference offers you the opportunity to make new connections and reacquaint yourself with colleagues you haven’t seen in a while. Don’t neglect the President’s Welcome Reception on Friday from 6:00 – 7:30 pm. Take this time, as well as the Membership Luncheon on Saturday, to engage in lively discussions and tap into the wealth of experience of your fellow vocational experts. On behalf of the ABVE Board of Directors, we are so happy to have you join us for an outstanding weekend of learning and networking at the premier event in the field of vocational testimony. Thank you to the 2011 Conference Planning Committee ABVE Headquarters 3540 Soquel Ave., Suite A Santa Cruz, CA 95062 PH: 831-464-4890 Fax: 831-576-1417 Email: [email protected] Website: www.abve.net Howard Caston, Conference Chair Gray Broughton Chad Duncan Alberto Felix Estelle Hutchinson Rick Robinson David San Filippo TABLE OF CONTENTS CONFERENCE PROGRAM Page Schedule-at-a-Glance 4 Session Descriptions 5-8 2010-2011 Board of Directors 9 Continuing Education Credits Instructions 10 Continuing Education Conference Attendance Verification Form (Yellow) 11 Conference Evaluation Form (Please turn into registration desk – thanks!) 13 CONFERENCE SESSION HANDOUTS The Technological World of Prosthetics Chad Duncan Ph.D. Assessing Medical Aspects of Rehabilitation with the Earning Capacity Assessment Form-2 (ECAF-2) Michael Shahnasarian Ph.D., CRC, CVE, CLCP, LP, NCDA Fellow, IALCP Fellow Killer Cures: The Untoward Effects of Treatment and Disability Linda Stein MBA, Ed.M., CRC, CCM Forensic Testimony for Psychiatric Conditions Using Social Security Format; RFC, GAF, Malingering, Consulting/Treatment Dichotomy Charles Cohen Ph.D., CRC, ABVE/D Vertigo: The Hidden Disability David San Filippo Ph.D. Social Security’s OIS Development: Get Involved! Bonnie Martindale MA, MCDD, CRC, CEAS, CPDM, CRP Report Writing Peer Review Workshop Michael Graham Ed.D., ABVE/D Use of VE Testimony in Social Security Disability HearingsVEs are not just reciters of the DOT! Samuel Edelmann M.Ed., ABVE/D Developing Resources for International Life Care Planning Penelope Carragonne Ph.D., CLCP Testimony in Depositions and Trials Cynthia Grimley MS, CRC, CCM, ABVE/D The Economic Recession and Vocational Assessments John Berg M.Ed., CRC, CDMS, ABVE/D Jeff Truthan, MS, CVE Multicultural Medical & Vocational Case Management Barbara Berndt M.Ed., CRC, CDMS, CCM, ABVE/D 17 19 33 51 71 73 81 99 101 109 129 153 ABVE 2011 Conference Schedule Thursday,March24,2011 8:30am12:00pm 1:00pm4:00pm 1:00pm5:30pm ForumEast4 ForumEast4 LegacySouth1 KnowledgeEnhancementSeminar(KES) NationalCertificationExamination BoardMeeting 7:30am5:30pm 7:30am8:30am Mezzanine2ndFloor FoyerLegacyBallroom RegistrationDesk ContinentalBreakfast 8:30am11:45am LegacyNorth1 LegacyNorth2 ConcurrentPreConferenceWorkshops 1.SocialSecurityAdministrationMockHearing 2.HistoricalReviewoftheEvolutionof RehabilitationForensicConsulting 10:00am10:15am 11:45am1:00pm 1:00pm1:15pm 1:15pm3:15pm 3:15pm3:30pm 3:30pm4:30pm 4:30pm5:30pm FoyerLegacyBallroom LegacyNorth LegacyNorth FoyerLegacyBallroom LegacyNorth LegacyNorth Poolside Break LunchOnYourOwn ConferenceOpeningandWelcome TheTechnologicalWorldofProsthetics Break AssessingMedicalAspectsofRehabilitationwith theEarningCapacityAssessmentForm2 KillerCures:TheUntowardEffectsofTreatmentand Disability President'sWelcomeReception 7:00am5:30pm 7:00am8:00am 8:00am9:15am 9:15am10:30am 10:30am10:45am 10:45am12:00pm 12:00pm1:15pm Mezzanine2ndFloor FoyerLegacyBallroom LegacyNorth LegacyNorth FoyerLegacyBallroom LegacyNorth Legends1(1stFloor) RegistrationDesk ContinentalBreakfast ForensicTestimonyforPsychiatricConditionsUsing SocialSecurityFormat TheVocationalImpactofChronicVertigo Break OIDAPUpdateandQ&A AnnualBusinessMeeting&AwardsLuncheon 1:15pm2:15pm LegacyNorth1 LegacyNorth2 ConcurrentSessions ReportWritingPeerReviewWorkshop(PartOne) UseofVETestimonyinSocialSecurityDisabilityHearings 2:30pm3:30pm 3:30pm3:45pm LegacyNorth1 LegacyNorth2 FoyerLegacyBallroom ConcurrentSessions ReportWritingPeerReviewWorkshop(PartTwo) EmployerValidationofAcceptableAbsenteeism RatesinForensicandSocialSecurityVenues Break 3:45pm5:30pm LegacyNorth1 LegacyNorth2 ConcurrentSessions DevelopingResourcesforInternationalLifeCarePlanning TestimonyinDepositionsandTrials Mezzanine2ndFloor FoyerLegacyBallroom LegacyNorth FoyerLegacyBallroom LegacyNorth LegacyNorth LegacyNorth RegistrationDesk ContinentalBreakfast TheEconomicRecessionandVocationalAssessments Break TheNewAmericanEmployeeMeltingPot:What'sCooking? MulticulturalMedical&VocationalCaseManagement ConferenceWrapUp Friday,March25,2011 6:00pm7:30pm Saturday,March26,2011 Sunday,March27,2011 7:30am5:30pm 7:30am8:30am 8:30am10:00am 10:00am10:15am 10:15am11:15am 11:15am12:15pm 12:15pm12:30pm 4 Room Locations are listed on the Schedule-a at-a a-G Glance Friday, M arch 2 5, 2 011 8:30am - 11:45am # of CEUs Available ABVE 4.5 All Other Bodies 3.0 Pre-Conference Workshop I Social Security Administration Mock Hearing with ALJ and Plaintiff Attorney David San Filippo Ph.D., Judge James Ciaravino, and Paul Morgan This presentation will provide participants insight on the workings of a Social Security disability hearing and the value of vocational testimony and medical evidence in the adjudication of Social Security disability cases. An Administrative Law Judge and an Attorney will hear a disability case and call upon the alleged disabled worker and the vocational expert to hear testimony regarding the case. The mock hearing will be followed by a question and answer session. Attendees will receive a complimentary copy of The Vocational Expert: Revised and Updated published by Elliott & Fitzpatrick. Pre-Conference Workshop II # of CEUs Available ABVE 4.5 All Other Bodies 3.0 3.0 Conference Opening Larry Sinsabaugh, ABVE President, and Howard Caston, Conference Chairman 1:15pm - 3:15pm The Technological World of Prosthetics Alistair Gibson BSc, (Hons O&P), CPO, LPO, Hangar Prosthetics & Orthotics, Inc. Chad Duncan Ph.D., Rehabilitation Services, Alabama State University Davie Medelsohn, Touch Bionics All Other Bodies 2.0 3:30pm - 4:30pm # of CEUs Available ABVE 1.5 All Other Bodies 1.0 4:30pm - 5:30pm # of CEUs Available ABVE 1.5 This session will review and discuss several historical landmarks that impacted the development and evolution of vocational rehabilitation consulting in the forensic arena. The presentation will include a review of selected events, discussion of pertinent legal cases, and selected “war stories” to illustrate how the profession arrived at its current state. Audience will be invited to share relevant experiences as well. Attendees will receive printed resource material from Elliott & Fitzpatrick. 1:00pm - 1:15pm # of CEUs Available ABVE A Historical Review of the Evolution of Medical Aspects of Disability in Rehabilitation Forensic Consulting: How We Got to Where We Are Today Timothy Field Ph.D. All Other Bodies 1.0 Are you tired of people just presenting? Come to this exciting presentation that combines didactic and hands-on styles of education. This presentation will cover the current and upcoming technologies in the field of Prosthetics (artificial limbs). You will have the chance to see actual users and hear testimonies on these revolutionary advances in prosthetics. Assessing Medical Aspects of Rehabilitation with the Earning Capacity Assessment Form-2 (ECAF-2) Michael Shahnasarian Ph.D., CRC, CVE, CLCP, LP, NCDA Fellow, IALCP Fellow The Earning Capacity Assessment Form (ECAF–2) is the only commercially available, validated instrument to assess claims of loss of earning capacity. Its items include considerations of key medical aspects of rehabilitation, including ability to apply prior skills, need and capacity for retraining, and prognosis. Your attendance at this program will enable you to apply state-of-the-art analyses and science when you formulate and present your expert opinions. Killer Cures: The Untoward Effects of Treatment and Disability Linda A. Stein MBA, Ed.M., CRC, CCM Killer Cures is more than an oxymoron. This presentation will provide an understanding of how a comprehensive and collaborative approach is required for true rehabilitative sustainability to take place. Case studies will be shared to illustrate the dilemmas clinicians face. The challenges of treatment which does not cause untoward effects will be discussed. Join your colleagues at the President’s Welcome Reception poolside from 6:00 - 7:30pm 5 r ence f or a dditional h andouts. Visit w ww.ABVE.net a fter t he c onfer onference Saturday, M arch 2 6, 2 011 8:00am - 9:15am # of CEUs Available ABVE 1.875 All Other Bodies 1.25 9:15am - 10:30am # of CEUs Available ABVE 1.875 All Other Bodies 1.25 10:45am - 12:00pm # of CEUs Available ABVE All Other Bodies 1.25 1.875 Forensic Testimony for Psychiatric Conditions Using Social Security Format; RFC, GAF, Malingering, Consulting/Treatment Dichotomy Charles Cohen Ph.D., CRC, ABVE/D The Social Security matrix for evaluating a person’s claiming psychiatric disability will be reviewed. Emphasis will be placed on how this model can be applied to return to work strategies and how this model can be used in other forensic settings. Related issues include; diagnosis vs. residual functional capacity, treating vs. consultative examinations, the Global Assessment of Functioning (GAF) scale, somatization vs. malingering, primary vs. secondary diagnosis, effects of medications and non-compliance with treatment. The Vocational Impact of Chronic Vertigo David San Filippo Ph.D. Chronic vertigo impacts many workers ability to continue to perform his/her occupation upon its onset. Vertigo can be initially caused by an accident, illness or spontaneously, without a specific cause. The impact on many workers is their inability to perform the type of work they performed prior to being affected by vertigo. This has a personal and economic impact on the worker with vertigo and a possible economic and/or legal impact on some employers. Social Security’s OIS Development: Get Involved! Bonnie Martindale MA, MCDD, CRC, CEAS, CPDM, CRP Let this session bring you up to date on the recommendations from the Occupational Information Development Advisory Panel to the Social Security Administration. Learn about research already underway, work measures under construction, and how you can participate. 1:15pm - 2:15pm Concurrent Sessions TRACK ONE Report Writing Peer Review Workshop (Part One) # of CEUs Available Michael Graham Ed.D., ABVE/D ABVE 1.5 All Other Bodies 1.0 TRACK TWO # of CEUs Available ABVE All Other Bodies 1.0 1.5 2:30pm - 3:30pm TRACK ONE # of CEUs Available ABVE All Other Bodies 1.0 1.5 Individuals who expect to participate in this session are asked when they register online for the conference to provide redacted sample reports to be used during this program. Some of these reports will be presented to the participants for discussion and critique. This program will be divided into into five basic components: (1) a summary of the critical aspects of a report, (2) audience participation in reviewing sample reports, (3) critiques and presentations by participants, (4) question and answer discussions on the content of this session , and (5) a general summary regarding the content and format of an admissible forensic report. It is expected that there will be lively discussions concerning the pros and cons of the content of a forensic report. Use of VE Testimony in Social Security Disability Hearings -VEs are not just reciters of the DOT! Samuel Edelmann M.Ed., ABVE/D and Cynthia Berger, Attorney While the DOT, the bible of jobs, has not been updated in almost 20 years, VE testimony has evolved. VEs must be ready to use other information to testify credibly. What will judges and attorneys accept? An ODAR Judge, claimants attorney and VE will discuss issues regarding the use of VEs. Ample discussion time will be allotted for audience questions and input. Concurrent Sessions Report Writing Peer Review Workshop (Part Two) Michael Graham Ed.D., ABVE/D Workshop continued. Participants should attend both parts one and two. Breaks & Refreshments 10:30am and 3:30pm Membership Luncheon 12:00pm 6 e nce f or a dditional h andouts Visit w ww.ABVE.net a fter t he c onfere onference Saturday, M arch 2 6, 2 011 2:30pm - 3:30pm TRACK TWO # of CEUs Available ABVE All Other Bodies 1.0 1.5 Concurrent Sessions - Continued Employer Validation of Acceptable Absenteeism Rates in Forensic and Social Security Venues Irmo Marini Ph.D., CRC, CLCP, FVE, Richard Miller MS, CRC, Alinka Del Castillo, and Elizabeth Palacios MA Vocational Experts testifying in SSA cases are often asked by claimant's representative as to what is an acceptable missed work absenteeism rate each month. Vocational experts have been debating this issue with no real empirical data from human resource personnel as to how many days per month would be considered acceptable to miss work without an employee losing their job. In the present study, researchers surveyed over 1,000 human resource personnel from a variety of businesses across the country, essentially focusing on common jobs we refer to in testimony. Findings will assist VEs in empirically supporting their opinions. 3:45pm - 5:30pm TRACK ONE # of CEUs Available ABVE All Other Bodies 1.75 2.625 TRACK TWO # of CEUs Available ABVE All Other Bodies 1.75 2.625 ETHICS # of CEU’s Available ABVE All Other Bodies 1.0 potential 1.5 Concurrent Sessions Developing Resources for International Life Care Planning Penelope Caragonne Ph.D., CLCP and Keith Sofka, ATP Learn how and when to produce an international Life Care Plan. Discover how to find the resources and costs from another country. Find answers to the following: How is this disability managed in this country? What are the equivalent services and are they available? Who can help with research and contacts when I don’t speak the language? What additional factors must be considered to effectively convert an LCP for use in another country? Testimony in Depositions and Trials: For the Expert With Little Testifying Experience or Those Veterans Who Still Want To Learn Cynthia Grimley MS, CRC, CCM, ABVE/D, Larry Sinsabaugh Ph.D., ABVE/D and E. Davis Martin Ed.D., ABVE/D Presenters will use didactic and experiential techniques to emphasize core concepts and the ethics (i.e., ABVE, ACA, CRCC, CDMS, NBCC Codes of Ethics) associated with the delivery of effective testimony to a wide variety of legal settings, except SSA hearings. Registrants will observe and will be urged to participate in role-plays and share observations highlighting core concepts demonstrated by presenters, all who have many years experience testifying. Core concepts will come from Kolb Model of Experiential Learning and two Elliott & Fitzpatrick publications: The Vocational Expert: Revised and Updated and Admissible Testimony A Content Analysis of Selected Cases Involving Vocational Experts with a Revised model for Developing Opinion. Networking O pportunities President’s Welcome Reception - Friday, March 25, 2011 6:00 - 7:30pm Mingle with old friends and make new ones at the opening evening reception. Take this time to engage in lively discussions and tap into the wealth of experience of your fellow vocational experts. Annual Business Meeting and Awards Luncheon - Saturday, March 26, 2011 12:00 - 1:15pm The luncheon is a chance to network with your colleagues and hear from the ABVE Board of Directors about association finances, policies and current events. Members will be invited to ratify the Board of Director's vote for the new President-Elect. A portion of the agenda is reserved as an open forum for ABVE Members. The David S. Frank Lifetime Achievement Award, the Scott E. Streater Educational Award and Presidential Citations will be presented. Breakfast & Breaks (see schedule pg. 4 for days / times) Greet the day and other conference attendees at the continental breakfast each morning. Jump start the day's session topics with conversations about your case experiences, innovations in the field and tools of the trade. Each day we will also have morning and afternoon breaks for you to continue discussions or view products and services of our featured vendors. 7 e nce f or a dditional h andouts. Visit w ww.ABVE.net a fter t he c onfere onference Sunday, M arch 2 7, 2 010 8:30am - 10:00am # of CEUs Available ABVE All Other Bodies 1.5 2.25 The Economic Recession and Vocational Assessments: How Current Economic Times are Forcing Us to Rethink Our Business John Berg M.Ed., CRC, CDMS, ABVE/D, Rick Robinson M.Ed., MBA, ABVE/D, Jeff Truthan MS, CVE and Devin Lessne MA, MS, CRC, CDMS, QRP Staggering unemployment rates. Job losses across every business sector. Job seekers with complicating psychological disabilities; depression, anxiety, stress disorder. In today's economic climate, the business of vocational assessments has changed. During this session, a panel of vocational experts will discuss ways to help mitigate against the challenging times. We will discuss how unemployment across the board has impacted labor market research resources, the presentation of credible data, strategies for tailoring written report, and other techniques designed to help you navigate these times. 10:15am - 11:15am # of CEUs Available ABVE All Other Bodies 1.0 1.5 ETHICS 11:15am - 12:15pm # of CEUs Available ABVE All Other Bodies 1.0 1.5 ETHICS 12:15pm - 12:30pm The New American Employee Melting Pot: What’s Cooking? Alberto Felix MA, CRC, CDMS, CCM, ABVE/F Minorities (those classified as any race other than non-Hispanic, single race white) will be the majority in America by 2042. As this suggests, the workplace population will continue to shift and globalization will place all organizations under fire to increase diversity. As a result of the demographic shift and globalization, Vocational Experts must be aware of the trends and better understand tomorrow’s clients. As leaders in the field of forensics, we need to assess and analyze our stereotypes before performing comprehensive assessments on individuals of different cultures and subcultures. This will solidify our credibility. This program will no doubt assist the attendee in assessing their predispositions to stereotyping and better understand the principles and guidelines of the various certifying bodies. Multicultural Medical & Vocational Case Management Barbara Berndt M.Ed., CRC, CDMS, CCM, ABVE/D As we expand our professional practices, the world seems closer than ever! If you have clients from different cultures, continents and with different value systems, this is the presentation you will wish to attend. Ethical guidelines now require us to understand, evaluate and implement appropriate case management to diverse cultures. Develop your expertise and diversity! Conference Wrap Up Remember Y our C EUs! Important Guidelines Session Evaluation Forms will be distributed as you enter each session. At the end of each session, complete and sign a session evaluation form. Have a session monitor stamp each session evaluation form. Have a session monitor stamp your Attendance Verification Form for each session. This yellow form is located in your program book and must be stamped on both sides of the tear out form for each session attended. In order to receive full credit, all participants must submit their entire packet with Attendance Verification Form and all Session Evaluation forms to the registration desk at the completion of the conference. These instructions and guidelines apply to those participants seeking continuing education credit for ABVE, CRC, CDMS, CCM, CVE, CLCP, APA, NBCC, RRP, RCSS, and RVP. Make sure to mark your designations for which you would like CEU credit on the yellow Attendance Verification Form. 8 2010-2011 ABVE Board of Directors President/Publications Chair (2009-2011) Larry Sinsabaugh Sinsabaugh Consulting Services PC 10315 Attems Way Glen Allen, VA 23060 Cell: (804) 874-3704 | Office: (804) 755-7705 Fax: (804) 755-7720 [email protected] President Elect (2009-2011) H. Gray Broughton Broughton Associates, Inc. 6802 Patterson Avenue Richmond, Virginia 23226 Cell: (804) 221-4199 | Office: (804) 282-4199 Fax: (804) 285-0540 [email protected] Past President Election/Test/CEU Chair (2009-2011) G. Michael Graham Graham Consulting Group, Inc. 2723 Crow Canyon Re., Ste. 105 San Ramon, CA 94583 Cell: (925)-413-6053 | Office: (925) 837-7360 Fax: (925) 837-2406 [email protected] Secretary (2009-2012) Cheryl Chandler Cheryl R. Chandler, M.A., CRC 1713 Tulare St., Ste. 102 Fresno, CA 93721-2528 Office: (559) 248-8200 | Fax: (559) 408-7498 [email protected] Treasurer (2010-2013) Estelle Hutchinson Vocational Directions, Inc. 1 Richmond Square, #304N Providence, RI 02906 Cell: (401)-588-4767 | Office: (401) 383-4069 Fax: (401) 244-7490 [email protected] Director-at-Large Conference Chair CEU Co-Chair (2009-2012) Howard Caston Caston & Associates 10999 Reed Hartman Hwy Suite 214 Cincinnati, Ohio 45242 Office: (513) 985-9151 Fax: (513) 985-9156 [email protected] Director-at-Large Communications/Technology Chair (2010-2013) John Berg Vocational Consulting, Inc. 3515 SW Alaska Street Seattle, WA 98126 Office: (206) 933-8870 Fax: (206) 937-6236 [email protected] Director-at-Large (2009-2012) Jayne Barton Vazquez Vocational Experts, Inc. 3715 San Lorenzo River Road Ontario, CA 91761 Office: (909) 947-6224 Fax: (909) 947-3925 [email protected] Director-at-Large (2009-2012) Ethics/Membership Chair Ronald Smolarski Beacon Rehab 114 Felch St., Ann Arbor, Michigan 48103 Office: (734) 665-8326 Cell: (734) 417-9935 Fax: (734) 665-2584 [email protected] Director-at-Large (2009-2012) Certification Chair Richard Barry Hall Richard Barry Hall, Inc. PO Box 1744 Gray, Maine 04039-1744 Office: (207)-657-3510 | Fax: (207)-657-5968 [email protected] Journal Editor (Ex Officio) (2009-2011) E. Davis Martin, Jr. Auburn University Dept. Head, Special Ed., Rehab, Counseling/Psych. 2084 Haley Center Auburn, AL 36849 Office: (334) 844-7676 Fax: (334) 844-7677 [email protected] Executive Director Glenn Zimmermann 3540 Soquel Ave., Ste. A Santa Cruz, CA 9506 Office: (831) 464-4890 Fax: (831) 464-4881 [email protected] Canadian Advisory Committee (2010-2011 Appointed) Robert Lychenko Evergreen Rehabilitation Services 2601 Matheson Blvd East Unit 207 Mississauga, Ontario L4W 5A8 Canada Office: (905) 624-4255 Fax: (905) 624-8270 [email protected] 9 2011 ABVE Conference March 25-27, 2011 | Orlando, FL Instructions for Continuing Education Units 1. At the end of each session, complete and sign a Session Evaluation Form. 2. Have a session monitor stamp each session evaluation forms. 3. Have a session monitor stamp your Attendance Verification Form for each session. This form is located in your program book and must be stamped on both sides of the tearout form for each session attended. 4. Keep ALL of your session evaluation forms and your Attendance Verification form throughout the entire conference. 5. At the end of the conference, attach the stamped ABVE Headquarters portion of Attendance Verification Form to all of your session evaluation forms and submit your packet to the registration desk. 6. Keep the stamped Attendee portion of the Attendance Verification Form for your records. 7. An official Certificate of Completion will be mailed to you within three weeks of the end of the conference. The certificate will document the number of CEUs earned for each of the designations you requested on the Attendance Verification Form. Important Guidelines x x x x x x Session Evaluation Forms will be distributed as you enter each session. You will not be given a Session Evaluation Form if you arrive more than 10 minutes late to a session nor will you receive credit if you leave before its conclusion. Have your forms stamped at the conclusion of each session. Forms will not be stamped once you have exited the session. Unstamped forms will not be awarded credit. In order to receive full credit, all participants must submit their entire packet with Attendance Verification Form and all Session Evaluation forms to the registration desk at the completion of the conference. Accreditation boards will not accept individual forms for individual sessions. These instructions and guidelines apply to those participants seeking continuing education credit for ABVE, CRC, CDMS, CCM, CVE, CLCP, CCLCP, APA, NBCC, RRP, RCSS, and RVP. NBCC: ABVE is recognized by the National Board for Certified Counselors, Inc. to offer continuing education for national certified counselors. We adhere to NBCC continuing education guidelines. APA : The American Board of Vocational Experts is approved by the American Psychological Association to sponsor continuing education for psychologists. ABVE maintains responsibility for this program and its contents. Attendee: Submit your Certificate of Completion to CRCC and/or CDMSC at 1699 east Woodfiled Road, Suite 300, Schaumburg, IL. 60173. At least one ORIGINAL of the Certificate of Completion must be included. CCMC Approved Activity: The course listed above was completed on 03/27/11 and is approved for 18.00CEUs. Sponsor code: CM2337 Approval number: CM2337-A200. To claim these CEUs, log into your CE Center account at www.ccmcertificaiton.org. 10 American Board of Vocational Experts American Board of Vocational Experts 2011 CONFERENCE | March 25-27, 2011 | Orlando, FL 2011 CONFERENCE | March 25-27, 2011 | Orlando, FL ATTENDANCE VERIFICATION FORM ATTENDANCE VERIFICATION FORM Attendee Record (duplicate) ABVE Headquarters Record ______________________________________________ NAME (Please Print) ______________________________________________ NAME (Please Print) I am requesting CEUs for (check all that apply): I am requesting CEUs for (check all that apply): ABVE CRC CDMS CCMC CVE CLCP/CCLCP RRP RCSS RVP Verification NBCC APA ABVE CRC CDMS CCMC CVE CLCP/CCLCP RRP RCSS RVP Friday, March 25, 2011 Friday, March 25, 2011 8:30 - 11:45 am (Precon #1) 3.0 CEUs (4.5 ABVE) Social Security Administration Mock Hearing with ALJ and Plaintiff Attorney 8:30 - 11:45 am (Precon #2) 3.0 CEUs (4.5 ABVE) A Historical Review of the Evolution of Medical Aspects of Disability in Rehabilitation Forensic Consulting: How We Got to Where We Are Today 1:15 - 3:15 pm 2.0 CEUs (3.0 ABVE) The Technological World of Prosthetics 8:30 - 11:45 am (Precon #1) 3.0 CEUs (4.5 ABVE) Social Security Administration Mock Hearing with ALJ and Plaintiff Attorney 8:30 - 11:45 am (Precon #2) 3.0 CEUs (4.5 ABVE) A Historical Review of the Evolution of Medical Aspects of Disability in Rehabilitation Forensic Consulting: How We Got to Where We Are Today 1:15 - 3:15 pm 2.0 CEUs (3.0 ABVE) The Technological World of Prosthetics 3:30 - 4:30 pm 1.0 CEUs (1.5 ABVE) Assessing Medical Aspects of Rehabilitation with the Earning Capacity Assessment Form-2 (ECAF-2) 4:30 - 5:30 pm 1.0 CEUs (1.5 ABVE) Killer Cures: The Untoward Effects of Treatment and Disability 3:30 - 4:30 pm 1.0 CEUs (1.5 ABVE) Assessing Medical Aspects of Rehabilitation with the Earning Capacity Assessment Form-2 (ECAF-2) 4:30 - 5:30 pm 1.0 CEUs (1.5 ABVE) Killer Cures: The Untoward Effects of Treatment and Disability Saturday, March 26, 2011 Saturday, March 26, 2011 8:00-9:15 am 1.25 CEUs (1.875 ABVE) Forensic Testimony for Psychiatric Conditions Using Social Security Format; RFC, GAF, Malingering, Consulting/Treatment Dichotomy 9:15-10:30 am 1.25 CEUs (1.875 ABVE) The Vocational Impact of Chronic Vertigo 8:00-9:15 am 1.25 CEUs (1.875 ABVE) Forensic Testimony for Psychiatric Conditions Using Social Security Format; RFC, GAF, Malingering, Consulting/Treatment Dichotomy 9:15-10:30 am 1.25 CEUs (1.875 ABVE) The Vocational Impact of Chronic Vertigo 10:45 am-12:00 pm 1.25 CEUs (1.875 ABVE) Social Security’s OIS Development: Get Involved! 10:45 am-12:00 pm 1.25 CEUs (1.875 ABVE) Social Security’s OIS Development: Get Involved! 1:15-2:15 pm (Track 1) 1.0 CEUs (1.5 ABVE) Report Writing Peer Review Workshop (Part One) 1:15-2:15 pm (Track 1) 1.0 CEUs (1.5 ABVE) Report Writing Peer Review Workshop (Part One) 1:15-2:15 pm (Track 2) 1.0 CEUs (1.5 ABVE) Use of VE Testimony in Social Security Disability HearingsVEs are not just reciters of the DOT! 2:30-3:30 pm (Track 1) 1.0 CEUs (1.5 ABVE) Report Writing Peer Review Workshop (Part Two) 1:15-2:15 pm (Track 2) 1.0 CEUs (1.5 ABVE) Use of VE Testimony in Social Security Disability HearingsVEs are not just reciters of the DOT! 2:30-3:30 pm (Track 1) 1.0 CEUs (1.5 ABVE) Report Writing Peer Review Workshop (Part Two) 2:30-3:30 pm (Track 2) 1.0 CEUs (1.5 ABVE) Employer Validation of Acceptable Absenteeism Rates in Forensic and Social Security Venues 3:45-5:30 pm (Track 1) 1.75 CEUs (2.625 ABVE) 2:30-3:30 pm (Track 2) 1.0 CEUs (1.5 ABVE) Employer Validation of Acceptable Absenteeism Rates in Forensic and Social Security Venues 3:45-5:30 pm (Track 1) 1.75 CEUs (2.625 ABVE) Developing Resources for International Life Care Planning Developing Resources for International Life Care Planning 3:45-5:30 pm (Track 2) 1.75 CEUs (2.625 ABVE) Testimony in Depositions and Trials: For the Expert with Little Testifying Experience or Veterans Who Want to Learn 3:45-5:30 pm (Track 2) ETHICS 1.75 CEUs (2.625 ABVE) Testimony in Depositions and Trials: For the Expert with Little Testifying Experience or Veterans Who Want to Learn Sunday, March 27, 2011 Sunday, March 27, 2011 8:30-10:00 am 1.5 CEUs (2.25 ABVE) The Economic Recession and Vocational Assessments: How Current Economic Times are Forcing Us to Rethink Our Business 10:15-11:15 am 1.0 CEUs (1.5 ABVE) The New American Employee Melting Pot: What’s Cooking? 8:30-10:00 am 1.5 CEUs (2.25 ABVE) The Economic Recession and Vocational Assessments: How Current Economic Times are Forcing Us to Rethink Our Business 10:15-11:15 am ETHICS 1.0 CEUs (1.5 ABVE) The New American Employee Melting Pot: What’s Cooking? 11:15 am-12:15 pm 1.0 CEUs (1.5 ABVE) Multicultural Medical & Vocational Case Management 11:15 am-12:15 pm ETHICS 1.0 CEUs (1.5 ABVE) Multicultural Medical & Vocational Case Management Total CEUs possible for ABVE is 27.0 (including pre-conference session). Total CEUs possible for all other bodies is 18.0 (including pre-conference). NBCC APA Verification 12 American Board of Vocational Experts 2011 Conference Evaluation Form Please complete this overall conference evaluation form to give the planning committee your feedback on the conference as a whole. Logistics Rating Poor 1. What was most helpful in getting you to attend this conference: a) Printed Materials 1 2 3 4 b) Email Broadcasts 1 2 3 4 b) Orlando, FL location 1 2 3 4 c) Seminar Content 1 2 3 4 d) Needed CEU’s 1 2 3 4 Satisfactory Outstanding 5 5 5 5 5 6 6 6 6 6 7 7 7 7 7 8 8 8 8 8 9 9 9 9 9 10 10 10 10 10 2. Helpfulness of Registrar and Assistants 1 2 3 4 5 6 7 8 9 10 3. Parking Availability 1 2 3 4 5 6 7 8 9 10 4. Seating Comfort 1 2 3 4 5 6 7 8 9 10 5. Quality of Sound System 1 2 3 4 5 6 7 8 9 10 6. Room Lighting 1 2 3 4 5 6 7 8 9 10 7. Room Temperature 1 2 3 4 5 6 7 8 9 10 8. Quality & Adequacy of Sleeping Rooms 1 2 3 4 5 6 7 8 9 10 NA Other comments you would like to leave the committee: (Thanks!) ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ YOUR NAME (optional)______________________________________________________________________ 13 14 ABVE 2011 Annual Conference Conference Session Handouts 16 www.ottobockus.com Alabama State University Program Coordinator Rehabilitation Services [email protected] J. Chad Duncan www.abcop.org/resources/StateswithOandPLicensure/Pages/Default. aspx States with Licensure: www.oandp.com/facilities/ To find a facility in your area: www.abcop.org/Pages/Directory.aspx?searchtype=Individual To find a credentialed individuals and Facilities in your area: This handout is to be used as a resource guide for upper extremity prosthetics. Included are references for ABC certified Prosthetists and Orthotists, as well as organizations that work with upper extremity prosthetics. This information does not provide an exhaustive list of all resources nor does it endorse any one company. ABVE 2010 - Orlando 17 www.touchbionics.com/ i-Limb Pulse produced by Touch Bionics J. Chad Duncan, Phd, CRC. CPO Upper Extremity PX J. Chad Duncan, PhD, CRC, CPO Prosthetic Resource Guide Various Upper Extremity Companies Link: www.utaharm.com/index.php Motion Control www.oandp.org/ Resources: www.abcop.org/resources/Pages/Links.aspx • American Academy of Orthotists and Prosthetists (AAOP) • Utah Arm www.utaharm.com/index.php • ProControl 2 www.utaharm.compc2.php www.aabcp.org/ www.aopanet.org/ www.amputee-coalition.org/ • MC Hand / EDT www.utaharm.com/etd.php Otto Bock • Michelangelo Hand: you tube video: www.youtube.com/watch?v=pOgfuDrtZyc Link: www.ottobockus.com www.ispoint.org/ www.dsusa.org/aboutoverview.html www.essentiallywomen.com/ • International Society for Prosthetics and Orthotics (ISPO) • System Electric Hand www.oandpcare.org/ www.pedorthics.org/ J. Chad Duncan, PhD, CRC, CPO • iLimb Pulse www.touchbionics.comPulse • iLimb Hand www.touchbionics.com/i-LIMB • www.touchbionics.com/ProDigits • ProDigits: Link: www.touchbionics.com/ Touch Bionics www.ottobockus.com/cps/rde/xchg/ob_us_en hs.xsl/6901.html www.naaop.org/ • Essentially Women® Group Purchasing Organization • Disabled Sports USA • American Orthotic & Prosthetic Association (AOPA) • Amputee Coalition of America (ACA) • American Association of Breast Care Professionals (AABCP) 18 • National Association for the Advancement of Orthotics and Prosthetics (NAAOP) • O & P Care.org www.opcareers.org/ • National Commission on Orthotic www.ncope.org/ & Prosthetic Education (NCOPE) • O & P Careers.org • Pedorthic Footwear Association www.pedorthicfoundation.org/ • Orthotic and Prosthetic Assistance www.opfund.org/ Fund (OPAF) • Pedorthic Foundation Note: This is not an exhaustive list nor endorses any one company. Upper Extremity PX 19 Shahnasarian 0LFKDHO6KDKQDVDULDQ3K' 0DUFK Shahnasarian ,QWKHHYDOXDWLRQRIORVVRIHDUQLQJFDSDFLW\ FODLPVWKHUHDUHSUHPRUELG DQGSRVWLQFLGHQW IDFWRUVWKDWPD\EHIDFLOLWDWLYHLHGULYHUVRU GHWULPHQWDOLHLQKLELWRUVWRDFODLPDQW·V YRFDWLRQDOUHKDELOLWDWLRQ7KHVHIDFWRUVPHULW DQDO\VLV DQDO\VLV (&$)'ULYHU,WHPVLQFOXGHORZVFRUHVRQ PHDVXUHVRIWKHIROORZLQJ'ULYHU,WHP 6WDELOLW\RI&DUHHU'HYHORSPHQW'ULYHU,WHP :RUN3URSHQVLW\'ULYHULWHP'HPRQVWUDWHG (DUQLQJV+LVWRU\'ULYHU&DUHHU0RWLYDWLRQ DQG'ULYHU,WHP&RJQLWLRQ 20 21 Shahnasarian (&$),QKLELWRU,WHPVLQFOXGHKLJKVFRUHVRQPHDVXUHV RIWKHIROORZLQJ,QKLELWRU,WHP3KDVHRI&DUHHU 'HYHORSPHQW,QKLELWRU,WHP6XEMHFW6SHFLILF,VVXHV ,QKLELWRU,WHP$ELOLW\WR$SSO\3ULRU6NLOOV,QKLELWRU ,WHP)XWXUH&DUHHU'HYHORSPHQW3URVSHFWV,QKLELWRU ,WHP3URJQRVLV,QKLELWRU,WHP1HHGDQG&DSDFLW\IRU 5HWUDLQLQJ,QKLELWRU,WHP3UHH[LVWLQJIRU9RFDWLRQDO +DQGLFDSV ,QKLELWRU ,WHP $FTXLUHG 9RFDWLRQDO +DQGLFDSV,QKLELWRU,WHP$FTXLUHG9RFDWLRQDO +DQGLFDSVDQG,QKLELWRU,WHP9RFDWLRQDO$GMXVWPHQW ,VVXHV 'ULYHUVDQGLQKLELWRUVFDQEHTXDQWLWDWLYHO\DQG TXDOLWDWLYHO\HYDOXDWHGE\TXDOLILHGYRFDWLRQDO UHKDELOLWDWLRQHYDOXDWRUV 'ULYHUVDQGLQKLELWRUVKDYHDQLQWHUDFWLYHHIIHFWRQ YRFDWLRQDOUHKDELOLWDWLRQSRWHQWLDODVVXPLQJDQLQGLYLGXDO LVPRWLYDWHGWRSXUVXHYRFDWLRQDOUHKDELOLWDWLRQ Shahnasarian 3RVLWLYHGULYHUVFDQKHOSPLWLJDWHHDUQLQJ FDSDFLW\GDPDJHVDVVXPLQJDQLQGLYLGXDOLV PRWLYDWHGIRUWKLV 7KH(&$)FDQEHXVHGWRTXDQWLI\GULYHUV 7KH(&$)FDQEHXVHGWRTXDQWLI\ L KLELW LQKLELWRUV 'ULYHUDQGLQKLELWRULWHPVFDQKHOSDVVHVV FODLPVRIORVVRIHDUQLQJFDSDFLW\ZLWK FRUUHVSRQGLQJGHJUHHVRIORVV $WWLPHGULYHUVFDQWDNHRQLQKLELWRU TXDOLWLHVDQGLQKLELWRUVFDQWDNHRQGULYHU TXDOLWLHV 22 ` ` ` ` ` ` ` ` ` 3KDVHRI&DUHHU 'HYHORSPHQW 6XEMHFW6SHFLILF,VVXHV $ELOLW\WR$SSO\3ULRU 6NLOOV )XWXUH &DUHHU )XWXUH&DUHHU 'HYHORSPHQW3URVSHFWV 3URJQRVLV 1HHGDQG&DSDFLW\IRU 5HWUDLQLQJ 3UHH[LVWLQJ9RFDWLRQDO KDQGLFDSV $FTXLUHG9RFDWLRQDO +DQGLFDSV 9RFDWLRQDO$GMXVWPHQW ,VVXHV ,QKLELWRUV 23 ` ` ` ` ` Shahnasarian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hahnasarian ([WUHPHO\ 6HYHUH&DWDVWURSKLF 24 ` ` ` 25 Shahnasarian /DZ\HUVGRQRWKDYHFRQILGHQFHWKDWYRFDWLRQDO HYDOXDWRUV·ILQGLQJVDUHHLWKHUFRQVLVWHQWRU REMHFWLYH 1R GLIIHUHQFHV EHWZHHQ SODLQWLII DQG GHIHQVH 1RGLIIHUHQFHVEHWZHHQSODLQWLIIDQGGHIHQVH DWWRUQH\VLQRSLQLRQVDERXWWKHQHHGIRUD VWDQGDUGL]HGDSSURDFKWRFRQGXFWLQJYRFDWLRQDO HYDOXDWLRQV 7KHVWXG\SURYLGHVVWURQJVXSSRUWIRUWKH GHYHORSPHQWRIPRUHXQLYHUVDOFRPSUHKHQVLYH DQGSHUKDSVTXDQWLILDEOHPHWKRGVRIDVVHVVLQJ YRFDWLRQDOFDSDFLW\ ` ` ` ` Shahnasarian (&$)XVHUVUDWHGWKHLQVWUXPHQWSRVLWLYHO\DQGIRXQGWKH LQVWUXPHQWKHOSIXO6SHFLILFDOO\WKH\UDWHGWKH(&$)PRVW SRVLWLYHO\ZKHQDVNHGDERXWLWVDELOLW\WRRIIHUDVWDQGDUGL]HG DSSURDFKWRDVVHVVLQJHDUQLQJFDSDFLW\ *HQHUDOO\ YDULDQFHV DPRQJ (&$) XVHUV·DVVHVVPHQWVRIORVV *HQHUDOO\YDULDQFHVDPRQJ(&$)XVHUV DVVHVVPHQWV RI ORVV RIHDUQLQJFDSDFLW\ZHUHOHVVWKDQYDULDQFHVDPRQJQRQXVHUV *HQHUDOO\YDULDQFHVDPRQJWUDLQHG(&$)XVHUV·DVVHVVPHQWV RIORVVRIHDUQLQJFDSDFLW\ZHUHOHVVWKDQWKHYDULDQFHV DPRQJXQWUDLQHGXVHUVLQGLFDWLQJWKDWXVHRIWKH(&$) UHGXFHGZLWKLQJURXSYDULDQFHVLQHVWLPDWHVRIORVVRI HDUQLQJFDSDFLW\ (&$)FDQEHSDUWLFXODUO\XVHIXOLQFDVHVLQZKLFKWKH DVVHVVPHQWRIODWHQWRUIXWXUHORVVRIHDUQLQJFDSDFLW\LV LQWXLWLYHO\HYLGHQWEXWGLIILFXOWWRTXDQWLI\ 26 ` ` ` ` ` 27 Shahnasarian ,QRIWKHFDVHVYRFDWLRQDOH[SHUWVDJUHHGRUVWURQJO\DJUHHG WKDWWKH(&$)ZDVKHOSIXO &RJQLWLRQDQGFDUHHUPRWLYDWLRQZHUHPRVWRIWHQMXGJHGE\ YRFDWLRQDOH[SHUWVWREHDQLQGLYLGXDO·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` ` ` ` ` ` Shahnasarian 5HSRUWHGFKDQJHVLQVXEMHFWV·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² DOEHLWDWORZHUOHYHOVRIFRPSHQVDWLRQ 28 ` ` ` ` 29 Shahnasarian )RUWKUHHFDVHVWXGLHVWHVWUHWHVWFRUUHODWLRQVPHDVXULQJ VXEMHFWV·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·V DVVHUWLRQVDERXWDFDVH·VXQLTXHQHVVDQGFRUUHVSRQGLQJO\WKH QHHGWRHYDOXDWHDSHQGLQJFDVHRQWKHEDVHVRILWVIDFWVDQG LQWUDFLHV ` ` ` ` ` Shahnasarian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´JUD\DUHDµFDVHV 'LIIHUHQWLDWLRQEHWZHHQGULYHUDQGLQKLELWRUIDFWRUVSURYLGHVDXVHIXO IUDPHZRUNWRGHVFULEHYRFDWLRQDOFDSDFLWLHVOLPLWDWLRQV 30 ` ` 31 1RVLJQLILFDQWGLIIHUHQFHVEHWZHHQJURXSUDWLQJVRQWKH GHSHQGHQWYDULDEOHVHPHUJHG Shahnasarian 7KLUW\WZRSUDFWLFLQJYRFDWLRQDOH[SHUWVXVHGWKH(&$)LQD VLQJOHEOLQGUDQGRPDVVLJQPHQWVWXG\WRDVVHVVFODLPHG HDUQLQJFDSDFLW\GDPDJHV*URXSDVVLJQPHQW² SHUFHLYHG UHWHQWLRQ E\ SODLQWLII RU GHIHQVH FRXQVHO ² VHUYHGDVWKH UHWHQWLRQE\SODLQWLIIRUGHIHQVHFRXQVHO VHUYHG DV WKH LQGHSHQGHQWYDULDEOH7KHLQYHVWLJDWRUK\SRWKHVL]HGWKH (&$)ZRXOGKHOSPLWLJDWHEHWZHHQJURXSUDWHUGLIIHUHQFHV ` ` ` ` Shahnasarian )RXUUDWHUVLQDYRFDWLRQDOH[SHUWSUDFWLFHXVHGWKH(&$)WR HYDOXDWHFODLPVRIORVVRIHDUQLQJFDSDFLW\UHO\LQJRQFOLQLFDO LQWHUYLHZLQIRUPDWLRQDQGVWDQGDUGL]HGWHVWUHVXOWVDQ H[SHULHQFHGYRFDWLRQDOH[SHUWUHSRUWHG7KH\DOVRUHYLHZHG UHOH DQW UHFRUGV DQG SHUIRUPHG UHVHDUFK WR FRQG FW WKHLU UHOHYDQWUHFRUGVDQGSHUIRUPHGUHVHDUFKWRFRQGXFWWKHLU DQDO\VHV &RUUHODWLRQFRHIILFLHQWVVLJQLILFDQWDWWKHOHYHOVHPHUJHGLQ DQDO\VHVRIDOO(&$)IDFWRUVDQGUDQJHGIURPWR $QDO\VHVRI(&$)'ULYHUVDQG,QKLELWRUVDQGUDWHUV·HVWLPDWHV RIORVVRIHDUQLQJFDSDFLW\\LHOGHGWKHIROORZLQJFRUUHODWLRQ FRHIILFLHQWV(&$),QKLELWRUV(&$)'ULYHUVDQG ORVVRIHDUQLQJFDSDFLW\DVVHVVPHQWV 6XEMHFWVDJUHHGRUVWURQJO\DJUHHGWKH(&$)IDFLOLWDWHGWKHLU HYDOXDWLRQVRIWKHWLPH 32 Killer Cures The Untoward Effects of Treatment and Disability Presentation by Linda A. Stein, MBA. Ed.M., CRC, CCM 1 Personal Disclaimer This presentation is being made to heighten awareness of the complexity and multiple options a clinician needs to consider in treating a person with a disabling condition. Although medications and treatment options are cited, it is in no way an endorsement or a disapproval of any specific treatment. The pervasive theme is sustainable, optimal functioning with the least harmful untoward effects. 2 33 Stein Obsolete Remedies: what was once thought • Butter for burns • Cocaine - By the 1880s in the United States it was freely prescribed by physicians for such maladies as exhaustion, depression, and morphine addiction and was available in many patent medicines • Cupping - Glass or bamboo cups are placed on the skin with suction, which is believed to influence the flow of energy • Leeches - alternative treatment to blood-letting, the FDA on 6/28/04 approved the commercial marketing of leeches for medical purposes • Blood-Letting - antiquated and abandoned practice of draining blood to cure diseases • Thalidomide – prescribed for morning sickness, responsible for birth defects in U.S. and Europe • Tourniquet - no longer a standard practice; direct pressure is now advocated 3 Psychosocial Disorders • Bipolar (Lithium; Depakote; Trileptal) • Depression (Pristiq; Prozac; Abilify; ECT) • Anxiety (Xanex; Sedatives) • Obsessive-Compulsion Disorders (Luvox, Zoloft, Anafranil, SSRIs) vs.Cognitive Behavioral Therapy "exposure response-prevention" (ERP) – “ERP is the only therapy endorsed by the OC Foundation” • Attention Deficit (Hyperactivity) Disorders (Adderall, Ritalin, Strattera, Wellbutrin, Vyvanse) 4 34 Stein Diagnoses: Getting it Right! • Major Depression vs. Bipolar Disorder • Antidepressants are contraindicated for an initial presentation of depression, if that presentation is the initiation of bipolar disorder. To treat with antidepressants alone, if bipolar exists, will increase likelihood of precipitation of a mixed/manic episode • Determination often rests with careful psychiatric screening i ffor ffamily il hi history t off suicide, i id bi bipolar l disorder and depression. May have been referred to by outdated descriptions such as “Involutional Melancholia” or “Manic Depression” 5 Lithium Risks • Remains one of the most widely used medications for treatment of bipolar disorders in spite of long known problems related to kidneys, thyroid and weight • Decreasing kidney function affects minimally 1 out of 10, but more likely 1 of 2 who have taken lithium over extended periods of time, e.g. over ten years • Significant number of dialysis recipients 6 35 Stein Physical/Cognitive Consequences • • • • • Kidney dysfunction Liver dysfunction Diabetes Tardive Dyskinesia, e.g. lip smacking Brain Dysfunction (motor skills; memory; cognitive slowing) • Suicide 7 Case Study • At age15, client was diagnosed with Manic-Depressive Disorder following experimental use of recreational drugs including Ecstacy. There was a genetic history from maternal grandmother. Placed on Lithium (1980). Side effects of psoriasis and weight gain occurred • Completed AAS degree with increased manic symptoms. Placed on Depakote. Stabilized approximately 10 years when psychotic break occurred following non-compliance with medication. Could no longer tolerate stress of work and went on SSDB • At age 44, kidney failure occurred attributed to previous history of Lithium usage. Psychotic break due to weaning off of Depakote when pancreatitis occurred which was thought to be brought on by Depakote • Stabilized mood initially with Seroquel; then with Trileptal (anticonvulsant) and dependent on dialysis. Awaiting kidney transplant • Team consists of: internist, psychiatrist, nephrologists and dialysis staff, dermatologist, gynecologist, significant other and supportive family members. Psychiatrist and internist serve as the case managers for treatment coordination 8 36 Stein Antidepressants • More than 27 million Americans take antidepressants, p , making g them the most commonly prescribed medication in this nation • SSRI (Selective Serotonin Reuptake Inhibitors) includes Prozac, Celexa, Lexapro, Paxil. Works by lifting the levels of serotonin, a neurotransmitter, that increases a sense of well being • SNRI (S (Serotonin–Norepinephrine t i N i hi R Reuptake t k Inhibitor) includes Effexor and Cymbalta. Works by increasing both neurotransmitters of serotonin and norepinephrine 9 Antidepressant Side Effects • Suicidal ideation and behavior in children, adolescents and young adults (under age 25) in short term studies of Major Depressive Disorder and other psychiatric disorders • Nervous System Disorders: dizziness, tremor, headache, somnolence, attention deficit • Psychiatric disorders: insomnia, anxiety, i it bilit abnormal irritability, b ld dreams • Renal, urinary, respiratory, cardiological, skin, and sensory symptoms 10 37 Stein “Antidepressant Discontinuation Syndrome” • Can occur when medications are reduced following g 5-6 weeks of ongoing g g use,, which is the typical time frame for effectiveness to be optimally obtained • A range of mental and physical effects which include fatigue, anxiety, agitation, insomnia, visual disturbances, and what is known as “brain zaps” are described as a strange sensation similar to an electrical shock to the head and body • About 20% of patients will experience some type of symptoms of discontinuation 11 Correlation vs. Causation • In spite of placebo studies, and consideration of statistical significance significance, one needs to consider if the existence of symptoms occur simultaneously or as a specific consequence of a specific medication. • Benefit versus risk factors should always be considered; careful ongoing monitoring is key to determining that the short term benefit outweighs the longer-term risks, for promotion of sustainable remission and rehabilitation 12 38 Stein Electroconvulsive Therapy Electroconvulsive therapy (ECT) is a procedure in which a brief application of electric stimulus is used to produce a generalized seizure It is not known how or why ECT works or what the seizure. electrically stimulated seizure does to the brain. In the U.S. during the 1940’s and 50’s, the treatment was administered mostly to people with severe mental illnesses. During the last few decades, researchers have been attempting to identify the effectiveness of ECT, to learn how and why it works, to understand its risks and adverse side effects, and to determine the best treatment technique. Today, ECT is administered to an estimated 100,000 people a year, primarily in general hospital psychiatric units and in psychiatric hospitals. It is generally used in treating patients with severe depression, acute mania, and certain schizophrenic syndromes. ECT is also used with some suicidal patients, who cannot wait for antidepressant medication to take effect. 13 ECT Controversy • After 60 years of use, ECT is still the most controversial psychiatric treatment. Much of the controversy surrounding ECT revolves around its effectiveness vs vs. the side effects effects, the objectivity of ECT experts experts, and the recent increase in ECT as a quick and easy solution, instead of long-term psychotherapy or hospitalization. • Because of the concern about permanent memory loss and confusion related to ECT treatment, some researchers recommend that the treatment only be used as a last resort. It is also unclear whether or not ECT is effective. In some cases, the numbers are extremely favorable, citing 80 percent improvement in severely depressed patients, after ECT. However, other studies indicate that the relapse is high, even for patients who take medication after ECT. Some researchers insist that no study proves that ECT is effective for more than four weeks. • During the last decade, the “typical” ECT patient has changed from low-income males under 40, to middle-income women over 65. This coincides with changing demographics. The increase in the elderly population and Medicare, and the push by insurance companies to provide fast, “medical” treatment rather than talk therapy. Unfortunately, concerns have been raised concerning inappropriate and even dangerous treatment of elderly patients with heart conditions, and the administration of ECT without proper patient consent. 14 39 Stein Pain Management • Back – Most common kind of recurring pain • Lower back pain is a condition that 8 out of 10 Americans will experience at some point and is estimated to cost $25 billion annually (Duke University); 5th most common reason for all physician visits in the U.S. • Workers’ Compensation and time lost from work costs an estimated additional $25 billion per year • One half of all working Americans admit to having back pain symptoms each year • Acute vs. chronic is dependent on duration, with chronic being longer than 3 months and getting progressively worst • Treated by orthopedic surgeon, chiropractor, massage therapist, physical therapist, acupuncturist, acupressurist 15 Pain Medications and Addiction • Over the counter drugs (Sudafed; Cough Medications) • Prescribed drugs of: Flexeril, Vicodin, Hydrocodone, Hydrocontin, Oxycontin, Oxycodone, Oxymorphone, Hydrocodein • Alcohol • Synergistic Effect 16 40 Stein Opioids Addiction to opioid prescription painkillers also called “opioid painkillers—also opioid dependence”—has become increasingly common. Although prescription painkillers such as OxyContin® and Vicodin® are an important resource for treating chronic pain they can also be highly addictive pain, addictive. What begins as pain therapy can lead to uncontrolled use of painkillers or a substance abuse problem 17 Street Corner Society Below are some common street names for prescription opioid painkillers. All of these drugs can be habit-forming or addictive, and lead to a substance abuse problem. Brand Name Generic Common Street Name • Vicodin® Hydrocodone Vike, Vic, Watson-387 • OxyContin®, Percodan®, Percocet® Oxycodone Oxy, OC, Percs, Cets • Durgesic®, Actiq® and Fentanyl • Darvon® Propoxyphene • Demerol® Meperidine Demmies, synthetic heroin • MS Contin®, Avinza® Morphine Morph, Miss Emma, M Tylenol® 3 Codeine • Apache, China Girl, TNT, China white, Murder 8, Tango Cash, Dance fever, Jackpot, Goodfella, China Town Pinks, Pinks Footballs,, Footballs Yellow 65s, 65s Ns, Ns PPX Cody, Captain Cody, Schoolboy 18 41 Stein Case Study “The examinee is with medical certainty di bl d ffrom th disabled the very medication di ti th thatt h has been provided to help him. He reports that he is unable to think or function while on the medication despite having subjective pain reductions of 40-60%.” “It is possible that the opioid itself is inducing a hyperalgesia that is perpetuating the pain syndrome.” 19 Habituation vs. Addiction Habituation 1. the gradual adaptation to a stimulus or to the environment, with a decreasing response. 2. an older term denoting sometimes tolerance and sometimes a psychological dependence due to repeated consumption of a drug, with a desire to continue its use, but with little or no tendency to increase the dose. Addiction is a persistent, compulsive dependence on a behavior or substance. The term has been partially replaced by the word dependence for substance abuse. Addiction has been extended, however, to include mood-altering behaviors or activities. Some researchers speak of two types of addictions: substance addictions and process addictions (for example, gambling, spending, shopping, eating, and sexual activity). There is a growing recognition that many addicts, such as polydrug abusers, are addicted to more than one substance or process. 20 42 Stein Addiction • • • • • In addition to a preoccupation with using and acquiring the abused substance substance, the diagnosis of addiction is based on five criteria: loss of willpower harmful consequences unmanageable lifestyle tolerance or escalation of use withdrawal symptoms upon quitting 21 Case Study Having worked with substance abusers, in th capacity the it off vocational ti l rehabilitation h bilit ti counselor, it became apparent that drug dealers were addicted to the lifestyle they were able to live due to the inflated income and excitement it provided. That was a greater barrier to legitimate employment than the addiction to the substances which were in remission or had not existed 22 43 Stein Medication Errors • Most common dispensing errors, based on research conducted from 1966 1966-2008, 2008 as identified by community and hospital pharmacies were: dispensing the wrong drug, strength, form or quantity, or labeling medication with the wrong directions. look alike and • Factors influencing errors were look-alike sound-alike drugs, low staffing, computer software, high work load, interruptions, distractions, and inadequate lighting. 23 Survey of Hospital Systems • The Institute for Safe Medication Practices and the University of Illinois at Chicago Chicago, College of Pharmacy, undertook a hospital survey • Through analysis, it was shown that over one third of all medication errors involved the following six categories: allergies allergies, insulin, heparin, opiates, PCA devices and potassium concentrates 24 44 Stein Statistical Reporting • The Institute of Medicine (1999) showed th t 100 that 100,000 000 deaths d th per year in i the th U.S. US were attributed to “health care harm” • Centers for Disease Control (2007) reported that an additional 99,000 people die annually from “hospital-acquired hospital acquired infections” 25 Case Study • Dennis Quaid and his wife had a parental nightmare g during g 2007,, when their 12 day y old twins. who were treated for staph infections, were accidentally administered twice with heparin for adults, which was a dosage 1,000 times greater than which was to be prescribed • Although the babies were saved with protamine, the event triggered research and activism to counter these types of medical errors • Joined forces with Dr. Denham, a leader in the Patient Safety Movement, at Texas Medical Institute of Technology (TMIT) 26 45 Stein “Chasing Zero” Revolutionizing Safe Practices • TMIT is driving production of multimedia development of stories to improve patient safety in hospitals. Certain broadcast programs will be shown globally, and then will be made available to hospital leadership and front-line performance teams. teams Stories will include consumers consumers, front front-line line caregivers, caregivers clinical and non-clinical leaders of hospitals, and international subject matter experts. The series of "arc to action" stories will be told to inspire both community and hospital leaders to act locally. The goal is to save lives, save money, and deliver value to the community through extraordinary impact by improving ordinary things. To open the Hospital Leaders Toolbox, click here. To receive the Chasing Zero DVD, or to contribute to our cause, please click here. To see the trailer and summary of our next documentary Out of the Danger Zone, click here. Chasing Zero: Winning the War on Healthcare Harm trailer. Click on the image above to play the documentary trailer. Click here to view the entire 53-minute documentary. • View on www.safetyleaders.org/pages/chasingZeroDocumentary.jsp 27 Safe Practice Upgrades • Shared nursing rounds for improved communication and patient rapport • Checklists for standardization and comprehensive consistency • Matching bar codes for patient profile with patient medication; audible alarms for incompatibility • Simulation in the lab is key to moving forward • Mayo and Cleveland Clinics as model facilities 28 46 Stein Avoiding Medication Errors With the “3 Rs” Risks, Respect, Responsibility for safe medication use: • Recognize all medicines have risks as well as benefits • Respect the power and value of medicines when properly used • Remember R b th thatt medicine di i safety f t iis also l about b t personal responsibility; learn what you need to know regarding safe and appropriate use 29 Boomers Beware! • Arthritis and NSAIDS (non-steroidal anti-inflammatory drugs) g ) • Joint Replacements (hip; knee) • Osteoporosis • Artificial Disc Replacement vs. Spinal Fusion • Cardiologic Issues, e.g. stents • Diabetes e.g. Avandia linked to heart attacks, stroke yet remains on the market • Sensory and cognitive loss • Sexual Dysfunction • Generalized deconditioning 30 47 Stein Popular Standards • Nexium for gastroesophageal reflux disease. By suppressing acid it allows entry of bacteria and mold to enter intestinal tract, causing other problems • Ibuprofen and aspirin for muscle and joint pain. Has been associated with being the leading cause of GI bleeding in U.S. • Lipitor Li it ffor llowering i cholesterol h l t l numbers. b C Can interfere with hormone production which can cause imbalance and can lower cholesterol too much, contributing to mortality rates. 31 Alternative Options • Healthful diet with high antioxidants and omega 3 fatty acids • Vitamins and supplements • Exercise and physical therapy • Massage Therapy • Meditation • Hypnosis • “Fresh Air Therapy” e.g. surfing in England 32 48 Stein Top 12 Vitamins & Supplements B6 B12 C D E K Calcium Magnesium Omega 3 Fatty Acids Folic Acid Potassium Selenium 33 Power of Positive Thinking • Baby boomers have been an incredible generation and will continue to be • People need to be empowered to make optimal choices toward their optimal health • Stay informed and educated. There are new improved methods of treatment being di discovered d allll th the titime • Keep your heads up and follow your path of belief and “bliss” 34 49 Stein Resources • • • • • • • • • • • • • • • ADHDCentral.com Aarp.org/health Healthcentral com Healthcentral.com Healthline.com HealthSquare.com Medical-dictionary.the freedictionary.com Ncbi.nlm.nih.gov/pubmed mha.org Nytimes.com/science Psycheducation.org/depression/meds/LithiumRisks.htm Personal Case Studies Safetyleaders.org Turntohelp.com Rehabpub.com Westchestermagazine.com (February, 2011) 35 50 Stein 51 Cohen 52 Cohen 53 Cohen 54 Cohen 55 Cohen 56 Cohen 57 Cohen 58 Cohen 59 Cohen 60 Cohen 61 Cohen 62 Cohen 63 Cohen 64 Cohen 65 Cohen 66 Cohen 67 Cohen 68 Cohen 69 Cohen 70 The Vocational Impact of Chronic Vertigo David San Filippo, Ph.D. I. Introduction II. Case Studies III. Types of Vertigo a) Spontaneous vertigo b) Recurrent attacks of vertigo c) Positional Vertigo IV. Impact of Vertigo on Occupational Abilities and Worker Trait Factors Occupational Abilities Cognitive abilities Perceptual Speed Selective Attention Spatial Orientation Speed of Closure Physical abilities Dynamic Flexibility Extent Flexibility Gross Body Equilibrium Psychomotor Reaction Time Response Orientation Sensory Depth Perception Glare Sensitivity Worker Trait Factors Physical Demands: 71 San Filippo Balancing Stooping Crouching Reaching Depth Perception Field of Vision Temperaments: Performing Varied Duties Dealing with Stress Environmental Factors: Vibrations Proximity to Moving Machinery Exposure to Electrical Shock Exposure to High Places Exposure to Radiation Working with Explosives Exposure to Toxic & Caustic Agents Exposure to Noise V. Vocational Impact Due to Equilibrium Impairments VI. Determination of Disability due to Equilibrium Impairments Class 1 - Impairment of the Whole Person, 0%: Class 2 - Impairment of the Whole Person, 5-10%: Class 3 - Impairment of the Whole Person, 15-30%: Class 4 - Impairment of the Whole Person, 35-60%: Class 5 - Impairment of the Whole Person, 65-95%: VII. Conclusion 72 San Filippo OIDAP Occupational Information Development Advisory Panel, Social Security Administration What is OIDAP? On December 09, 2008, Commissioner of Social Security, Michael J. Astrue established the Occupational Information Advisory Panel (OIDAP) under the Federal Advisory Committee Act. (FACA) OIDAP was to provide advice and recommendations related to SSA’s disability program in the following areas: *medical and vocational analysis of disability claims, *occupational analysis, including definitions, rating and capture of physical and mental/cognitive demands of work, *data collection: use of occupational information in SSA disability programs, and *any other area(s) that would enable SSA to develop an OIS suited to its disability programs and improve the medical-vocational adjudication policies and processes. 73 Martindale On January 7,2011, Commissioner of Social Security , Michael J. Astrue renewed the Charter for OIDAP. OIDAP provides independent advice and recommendations on plans and activities to create an occupational information system (OIS) 3 Federal Advisory Committee Act (FACA) guidelines under which SSA chartered OIDAP and to which they are committed: Their purpose is advisory only Their role is independent of the chartering agency Their responsibility to the public is transparency and openness. Their work with SSA is providing advice and recommendations. Mission “to provide independent advice and recommendations on plans and activities to replace p the Dictionary y of Occupational p Titles… and… advise the agency on creating an occupational information system (OIS) tailored specifically for SSA’s disability programs and adjudication needs.” 74 Martindale OIS must reflect work requirements – SSA must be able to compare human functional deficits resulting from a sever physical or mental impairment with the physical and mental requirements of work. OIS must reflect the national existence and incidence of work k – Any A occupational ti l resource mustt reflect fl t work k that th t actually exists in “significant numbers” in the US (either throughout the nation or in several regions) OIS must meet the burden of proof in a legally defensible way – SSA has a burden of proof regarding its determination that a claimant can work despite a medical impairment. SSA must show what types of jobs a claimant can perform. The OIS is tailored specifically for SSA’s disability programs and adjudication needs. SSA requires advice and recommendations on the use of occupational information in SSA’s SSA s disability programs. The research design of the OIS, including the development and testing of an OIS content model, and taxonomy, work analysis instrumentation, sampling, and data collection and analysis, is underway. The new OIS will assist the SSA to meet its burden of proof, it must be forensic defensible, it will reflect all work nationally and link residual functional capacity to the requirements off work. k The data collection instrument was pilot tested in January, 2011. 75 Martindale What’s wrong with the Dictionary of Occupational Titles? Why isn’t the Standard Occupation Classification manual g good enough? g Do we need a new Occupational Information System? Do you as a Vocational Professional think the system needs to be updated? DLU – date last updated DLU: 77 or 89 or 91 Definitions – outdated and antiquated. We all have our favorite ones. (what are yours) What Wh are the h core work k activities i i i off each h job? j b? Trailer – brief – GOE, Strength, GED, SVP, DLU Challengeable by attorneys in a hearing or a court proceeding. What else do you see wrong with the DOT? DLU – date last updated, Occupational data is based on the 1990 Census and the DOT revised 4th edition. (21 years old) Physical y demands – what are the minimum / maximum level of requirements needed to perform the work? Interpretation of physical demands and working conditions proposed in a hypothetical question. (can you decipher, quickly) 76 Martindale The creation of a new Occupational Information System is needed to replace the Dictionary of Occupational Titles for Social Security Administration’s (SSA’s) disability adjudication system. Occupations aggregated at a level to support individualized disability assessment A cross-walk to the Standard Occupational Classification Precise occupationally-specific data Core work activities Minimum levels of requirements needed to perform work Observable and deconstructed measures A manageable number of data elements Sampling methodology capturing the full range of work inter-rated agreement justifying data inference Data collection of high quality data Valid, accurate, and reproducible data Whether core work activities could be performed in alternative ways Terminology that is consistent with medical practice and human function. A new unit within the Social Security Administration, announced on Nov. 17, 2010. Charged with conducting the research and development of the new OIS. Consists of two branches: one dedicated to research, h design, d i development, d l t scientific i tifi standards, testing, as well as data collection. The second branch is dedicated to program integration to insure the OIS is developed to meet, SSA’s legal, program and operational needs. 77 Martindale Contractor awarded to assist in developing the job analysis format that will be used, as well as recruiting, training, and certifying analysts. What can you do? Stay involved, check the Federal Register for information Give public comment Visit the website – www.socialsecurity.gov/oidap Keep updated on new information Attend quarterly meetings Get on the electronic e-mail list Be on board when the new system changes Watch for educational opportunities on the OIS Know what’s new and how to use it in your professional career SSA’s OIS will be tailored for use in its disability programs. SSA only considers jobs a claimant can perform now despite p impairments p SSA does not consider jobs a claimant can potentially perform with training or accommodations as vocational rehab professionals do. 78 Martindale OIDAP seeks your involvement so they can deliver the best possible advice and recommendations to SSA as it develops the OIS created specific to the needs of human function. Keep p informed on the development p of the OIS and the activities of the OIDAP, by attending the quarterly meetings in person or by teleconference. Send a request to place you on the electronic email list to [email protected]. 79 Martindale 80 82 Graham 83 Graham 84 Graham 85 Graham 86 Graham 87 Graham 88 Graham 89 Graham 90 Graham 91 Graham 92 Graham 93 Graham 94 Graham 95 Graham 96 Graham 97 Graham 98 Use of VE Testimony in Social Security Disability HearingsVEs Are Not Just Reciters of the DOT! Presenter: Samuel Edelmann The use of VE’s in Social Security Hearings: Evolving trends and issues 1.What do judges want from a VE? How does it differ from what attorneys want? Tailoring testimony for specific judges, based on history or other expectations Providing the answer to the question asked, nothing more. Asking for clarification of past work. ALJ and attorney expectations that VEs should be familiar with the regulatory definitions of sedentary, light and medium work. Handling follow-up questions from the judge. The cultural differences of different ODAR offices. Do "wrong" answers keep VE's from getting work? 2. What do Ve's want from the judge? Well-defined hypotheticals stating actual functional limitations. Medical records? How should VE's and judges handle over-zealous cross examination of VE by reps? Should VE object and request ALJ opinion whether to respond? 3. Is VE testimony in ODAR hearings art or science? The transferability of skills, the citation of jobs, the discrepancy between the definitions in the DOT and current job market, the lack of definitive job numbers. all point to this being an art based on field experience. Will OIDAP speak to these issues to satisfy judges and attorneys? As time allows: How do VE's deal with probationary periods vis-a-vis production rates, absenteeism? Is production rate and absenteeism tolerance affected not only by a probationary period but also are tolerances different entry level jobs even beyond the probationary period? Is an entrenched worker one who completes the probationary period or does it take longer? How is the sit-stand option spoken to in realistic terms in hearings? Do full-time unskilled jobs still exist in significant numbers? 99 Edelmann 100 INTERNATIONAL LIFE CARE PLANNING: TECHNIQUES, STRATEGIES AND DATABASES KEITH SOFKA, ATP (RETIRED) PENELOPE CARAGONNE, PH.D., CLCP CARAGONNE AND ASSOCIATES, LLC AJIJIC, JALISCO, MX DEVELOPED FOR THE AMERICAN BOARD OF VOCATIONAL EXPERTS (ABVE) ANNUAL FORENSIC CONFERENCE MEDICAL ASPECTS OF DISABILITY MARCH 25 - 27, 2011 ORLANDO, FLORIDA 101 Carragonne & Sofka 1. A Basic Template for Conducting Research in Another Country a. Basic referral receipt. b. Get copy of plan if you’re on the defense, and/or all medical records. c. What is your role in the case? Are you a testifying expert, a non-testifying consultant to the LCPlanner, or a non-testifying expert consultant to the attorney at trial? d. Will you be working directly with the attorney or through a life care planner? Your retention contract should be with the attorney, your primary communications should be with the attorney, unless you absolutely trust the life care planner and can do a contract with them. Distinguish between small and large scopes of work. e. Will they need a testifying expert from another country? In health system? In service delivery? In economics? In medicine? f. Can you speak or negotiate in the language? If yes, go for it. If no, get a guide. g. Stay in every other day contact with your client and/or get him or her to designate a person in his/her office to be your point person for information and approval. h. To find a guide, make contacts with major hospitals to locate bi-lingual physicians (Google search with Babelfish so you can translate the pages you find). Find a physician or hospital director who is conversant with and can use email. i. Make contacts with the Consulate and if they won’t help, ask for a list of physicians or ask for a list of translators. j. Tell your client you may need to ire a consultant and/or translator and that you will pay their bill and pass it on to them. k. Hire either a translator or negotiate with a physician for assistance. l. Offer to pay your consultants per hour once you have determined how much you should pay for a physician/consultant (beware of the gringo tax). m. Develop a short written description of the person, or, a medical resume of their injury and needs in the language of the country to send to your consultant. n. Translate the list of items in the Care Plan to the language of the country. o. Once you have negotiated for a product, send the consultant your list of everything that needs to be priced. p. Make an arrangement that you will pay for only the complete delivered list of prices by a date certain. q. Make sure you have lengthy deadlines as other cultures do not work on US time frames. If, for example, you get a pricing request with a 2 day turn-around (as we just did), decline it. r. Do a site visit with a physician or nurse if you can (it’s always better). s. Explain to your client that if you are a testifying expert, you will have much more credibility if you have visited the setting and can speak from direct contact. t. Ask your consultant to take you to all the resources so you can see them for yourself. u. Photograph every place you go. 102 Carragonne & Sofka v. w. x. y. z. aa. bb. When you’re with vendors, get their emails, ask for written quotes, and determine if the item can be shipped in and is available. If not available, what would the Customs duty be to ship any item in (25% up charge?). Are there repair resources for the item to be shipped, and if not, consider buying two of the item, so they can send one to a major metropolitan area for repair and still have one working item. Remember that the availability of online information is unique to the US and western Europe. Collect all of your data in a comparable format and enter it incrementally. Scan and save your data files in PDF so you backup each page of your Cost Charts with your foundational information (See Mexico City plan for a guide). Take this entire file to your deposition so if questions are raised, you can refer the opposing attorney directly to your file. 2. A Basic Template for Presenting Your Findings (US and "X" Country Cost Comparisons in One Chart) (3 Life Care Plans) 3. Working with Economists and How to Present Your Cost Information to Them a. Be sure to alert the Economist regarding the most current dates of your data. Do not assume that they will read or even look at anything but your summary sheet. b. Interview the economist on what he is expected to do and when c. Tell the economist that you give comparative converted figures (US Cost compared to “x” country costs, and the conversion rate) d. Ask them if they need CPI figures. e. Ask them if they need inflation rates. f. Ask them if they will need wage data. g. Ask the attorney if you can communicate directly with the economist, and if they want you to do it all by telephone, so he continues to appear to be an expert economist. h. Confirm by email or by telephone with the attorney what you will be doing additional to the LCP research. i. When you finish your cost research, send one file to the attorney and one to the economist. j. Obtain the economist’s final version of your numbers, so you can confirm they understood the translation you sent. 4. Attorney Perspectives on "Primitive" Local Medical Services (How to Validate or Invalidate This Perspective) a. Find out fixed your attorney’s ideas are about the culture and his/her level of cultural awareness b. If his level of awareness is low, tell him you will provide him with a lot of pictures of the region, the home, and various vendors you will recommend for his use during depositions c. Learn if they have a consultant/expert in immigration law 103 Carragonne & Sofka d. e. f. g. If, as in one case, the opposing attorney is asserting primitive conditions for services, ask what proof the opposing attorney is offering so you can review it (Typically, plaintiff attorneys opine that the person will never go back to “x” country, as the services are far superior in the US). If the person resides in a fairly sophisticated town or city, offer to do a site visit so you can counter this argument with photos of your own and help him/her get photographic familiarity with the region and its services If, however, the place where the person is primitive (as many are) document where the resources are and provide funds in your plan to travel to these resources, or, put a physician led-team together to do on-site services in the home and train the nursing staff Example from North Carolina case where the case manager only provided resources for three months per year of supplies and no physician followup 5. Cultural Considerations a. The kind of directness that we are accustomed to in the United States may be viewed as aggressive or even rude in other cultures. Instead of suggesting an idea, which will almost always be met with assent, it is usually more productive to ask what this person would do in a similar situation. For more information about this topic, see the book: Crouch, N. (2004). Mexicans and Americans: Cracking the Cultural Code. London: Nicholas Brealey Publishing. 6. Surgeon Availability for Inpatient and Surgical Pricing a. Get a surgeon for pricing as soon as you can b. Do not rely on estimates of prices provided by non-surgeons. c. In some countries, Peru for example, it will not be possible to get surgical pricing, unless you know a physician personally. d. There are no databases in foreign countries that are comparable to our US databases. e. If possible, put your request for a procedure in writing. 7. Why You Should Avoid Medical Tourism Sources a. While the availability of medical tourism in a particular country may be a testament to the quality of the medical infrastructure, many procedures are not offered by these companies. If your required procedure is not on the list of typically offered procedures, you may never get a cost since you will be setting off a chain of price investigating events so that a price for all potential patients will be sought by the Medical Tourism Company. You will find that the most common procedures are available such as knee and hip replacements while a scar revision will require lengthy price investigation. It would be better to find a physician who performs this procedure through the methods outlined above. Also, the prices charged by medical tourism operators often include all of the extras not required by a resident such as housing, transportation, etc. Generally, the price will be higher for the procedure although it will still be much less expensive than the same procedure performed in the United States–see Gringo tax. 104 Carragonne & Sofka 8. Paginas Amarillas (Yellow Pages for a Given Country) and Seccion Amarilla (How to Use the Internet) a. Sección Amarilla (http://www.seccionamarilla.com) b. Paginas Amarillo (http://www.paginasamarillas.com) 9. Locating Specialist Physician and other Provider Databases a. Major Hospitals b. Labs and Clinics c. Durable Medical Vendors d. Farmacias e. Adaptive Transportation f. Consejo De Doctores by Discipline. http://www.consejorehabilitacion.org.mx/ g. Procuraduría Federal del Consumidor (Profeco includes National Cost Database and the Department of Transparency) (http://www.profeco.gob.mx/) h. IMSS (Department of Transparency) http://www.imss.gob.mx/transparencia i. Defining the Procedure. The ICD-9 in Spanish. http://www.worldlingo.com/ma/enwiki/es/ICD-9-CM_Volume_3 The ICD-9 is available in many languages from this same site. 10. Life Expectancy Tables a. World Health Organization, Global Health Observatory. Life Expectancy for 193 member nations. http://www.who.int/healthinfo/statistics/mortality_life_tables/en/ 11. The Value of Site Visits (Resource Proximity, Resource Staffing, Services Offered, etc). Plaintiff Cases a. What you can learn from a site visit (Carmelo) b. Characteristics of the family’s needs for support c. Capability of the family to directly care for their family member d. Desire of the family for paid help e. Family needs for respite f. How patriarchal the family system is g. Family needs for architectural access or construction h. Family needs for help in managing resources i. Local resources for supplies, equipment, physician care, medications, and nursing j. Desire for local resources to enter into contractual agreements with insurance company k. Arrangements for getting bills from local vendors and physicians l. Arrangements for paying bills Defense Cases a. Gain a better understanding of the resource network b. Sense of how wealthy or how poor the family is c. Proximity of resources to the family 105 Carragonne & Sofka d. e. Sophistication of resource network Greater detail for setting up a resource network 12. Health Insurance/Pension System (Original Constitutional Mandate , Recent Amendments, Critiques of the System by Economists, Key Provisions, Types of Worker Hospitals, Exclusions, What is Covered and Not Covered, Costs Per Year in Mexico, Entering the System After a Catastrophic Injury, Translation Resources for the Mexican IMSS document a. The Value of a Translated Health Insurance Document for Your Client b. Determining if the System will accept a catastrophically injured new enrollee c. When injured workers can enter as an already enrolled family member’s dependent d. Re-opening an old insurance account e. Two year rule f. Obtaining translated copies of the Mexican Health Care System. MEXICANLAWS S.A. de C.V. <[email protected]> 13. Commissioning a Report by In-Country Attorneys for Admission Into a US Court a. Why you would do it b. Why you would not need to do it 14. Giving a Deposition in Another Country (Use of Your Local Consulate as a "Little Piece of America") a. Paying for use of their space b. Getting sworn in by a consulate representative c. Making arrangements for video or court-reporter services in advance 15. Labor Market Databases (World-wide) a. The International Labour Organization http://www.ilo.org/global/lang--en/index.htm b. Is in English, Spanish and French c. Contains data from most of the countries in the world (193 UN countries) 16. Consumer Price Index Databases and How to Get (World-wide) a. Banco de Mexico. http://www.banxico.org.mx/index.html b. This information is kept by the central bank in each country. You can find this by “googling” central bank, Bosnia, for example. c. Each central bank is required to keep this data d. Type in the term “Consumer Price Index” in the native language of that country e. Less detailed information about each country’s CPI can be found at the International Monetary Fund website. http://www.imf.org/ search for statistical appendix and the name of the country. 17. Setting Up Resource Networks with Insurance Companies or Other Funding Sources (World-wide) 106 Carragonne & Sofka a. b. c. d. e. f. g. 18. Determine how they will pay bills Send the names and all relevant information on each of the local vendors to the insurance company Get approval in writing that they agree to pay Get a contact person to whom bills will be sent Get their email address so the vendor can send bills to you Get their bank wiring information so they can wire money Send a bill and see if they pay it Key Provisions of a Translated Document (Certified Translator, Original Document, Payment Structure) 107 Carragonne & Sofka 108 109 Grimley, Sinsabaugh, Martin 110 Grimley, Sinsabaugh, Martin 111 Grimley, Sinsabaugh, Martin 112 Grimley, Sinsabaugh, Martin 113 Grimley, Sinsabaugh, Martin 114 Grimley, Sinsabaugh, Martin 115 Grimley, Sinsabaugh, Martin 116 Grimley, Sinsabaugh, Martin 117 Grimley, Sinsabaugh, Martin 118 Grimley, Sinsabaugh, Martin 119 Grimley, Sinsabaugh, Martin 120 Grimley, Sinsabaugh, Martin 121 Grimley, Sinsabaugh, Martin 122 Grimley, Sinsabaugh, Martin 123 Grimley, Sinsabaugh, Martin 124 Grimley, Sinsabaugh, Martin 125 Grimley, Sinsabaugh, Martin 126 Grimley, Sinsabaugh, Martin Rights of the Vocational Expert 1. You may ask the judge if you have questioned about how you should answer the question is posed. 2. You may refuse to answer questions that you do not understand and you may ask the examining attorney to clarify the question 3. You may ask the judge with you can qualify your answer when the questions cannot be answered with a "simple" yes or no. 4. You have the right to complete your answer and should protest if you are an interrupted. 5. You may refer to written records to refresh your recollection or memory. *Extracted from Blackwell et al. (2005, p. 50). There may be other rights guaranteed but the VE you should check court procedure in the jurisdiction where they practice and consult their respective state code of statutes. Bibliography Blackwell, T. (1991). The vocational expert primer. Athens, GA: Elliott & Fitzpatrick. Blackwell, T. L., Field, T. F., Johnson, C. B. Kelsay, M. & Neulicht, A. T. (2005). The vocational expert: Revised and updated. Athens, GA: Elliott & Fitzpatrick. Deutsch, P. M. & Parker, E. C. (1985). Rehabilitation testimony: Maintaining a professional Albany, NY: Matthew Bender Field, T. F. & Sink, J. M. (1981). The vocational expert. Athens, GA: Elliott & Fitzpatrick. Field, T. F., Weed, R. O. & Grimes, J. W. (1986). The vocational expert handbook. Tucson, AZ: Valpar International. 127 Grimley, Sinsabaugh, Martin 128 The Economic Recession and Vocational Assessments: How Current Economic Times Are Forcing Us to Rethink Our Business John F. Berg, M.Ed, CDMS, CRC, ABVE-D Vocational Consulting, Inc., Seattle, WA Unemployment Rates: Authoritative resources to document historical trends. Decline/Demand occupations – where to find publications for documentation purposes by job titles, corresponding job numbers, wages, growth or loss projections. Using multiple sources to cooborate vocational opinions. Expressing opinions of jobs available and wages in professional reports; Attachments, charts, and data presentations for your foundation. Testimony tips regarding economic changes for the Vocational Expert. 129 Berg, Truthan, Robinson, Lessne 130 Berg, Truthan, Robinson, Lessne Economic Recession & Vocational Assessments: How Current Economic Times are Forcing us to Rethink our Business ABVE Conference – March 27,2011 Orlando, FL Jeff Truthan, MS, CVE President – SkillTRAN LLC www.skilltran.com Objectives • Challenges Facing the US Economy • “Recovery” ? • Common Public Sources of Occupational & Labor Market Data • Unique Information in various Sources • “Sedentary Unskilled” Jobs • Labor Force Participation by PWD • Long Term Patterns – Worker Burden Challenges Facing the US Economy Growth vs. Recession vs. “Recovery” • Business Decisions [Housing / Credit Crunch] • Imbalance of Imports vs. Exports [Weak dollar] • Government Debt Burden [Defense + SSA + Education + Health + Bailouts + Economic “Stimuli”] Increasing Costs of Doing Business • Price of Oil / Fuel / Energy / Shipping / Transportation • Wages • Benefits – Workers Comp – UI - Health Care 131 Berg, Truthan, Robinson, Lessne Challenges Facing the US Economy Impact of Technology • Automation – Mechanization of processes • Computerization • Displacement of some workers (& Rehab) • Opportunities for other kinds of workers Outsourcing • RIF/JIT employees – Subcontract / Temp Help Manufacturing & Service Sectors • Offshoring 8.1 million Jobs Disappear! Slide Courtesy of Brian McMachon Employer’s Market 132 Berg, Truthan, Robinson, Lessne Monthly Losses in Non Ag Payroll 12/07-09/09; M=151K/mo "%&'%&(&)*"* $ "# Slide Courtesy of Brian McMachon 89% of Losses in 4 of 20 Industries &%/&3 '"+("/&3 6*((+(#&8& 9+&#(+/&3 4(/&3 56&5+"("& 6&7(((+/&3 Slide Courtesy of Brian McMachon Industry Impact (20 possible) Four industries = 89% of all job losses Major Industry Sector Dec 2007 Sep 2009 Absolute Relative Change Change Construction 7,491 5,814 -1,677 -22.4% Admin & Waste Mgmt 8,350 7,066 -1,284 -15.4% Manufacturing 13,276 11,634 -1,642 -12.4% Trade, Transpo & Utilities 26,709 24,754 -1,955 -7.3% Service (Ed,Hlth,SocAsst) 18,559 19,247 688 3.7% Government 22,377 22,480 103 0.5% Slide Courtesy of Brian McMachon 133 Berg, Truthan, Robinson, Lessne Occupational Groups Most Impacted Absolute Relative Change Change Major Occupation Sep-07 Sep-09 Constr/Trades/Laborers 9,503 7,468 -2,035 -21.4% Production Workers 9,371 7,677 -1,694 -18.1% Installation/Repair 5,454 4,880 -574 -10.5% Office and Clerical 19,484 17,755 -1,729 -8.9% Material Moving 8,823 8,145 -678 -7.7% Sales 16,277 15,519 -758 -4.7% -0.5% Service 24,659 24,533 -126 Professional 30,380 30,414 34 0.1% Managerial/Financial 21,528 21,772 244 1.1% TOTAL 145,479 138,163 -7,316 -5.0% Slide Courtesy of Brian McMachon Employment Situation – CPS – 1/2011 Upbeat 134 Berg, Truthan, Robinson, Lessne Spokane LMI Economist Doug Tweedy • The recession is “over”. • Hardest hit: Males (70%) – 60% of which are 40+ yo 37% of those out of work have a BA 50% have a High School diploma Construction, Manufacturing, Financial, Retail Industries • Employers often laid off 2 employees, then replaced the two jobs with one combined job • Bigger employers are hiring more first • In 2 years, it will be a job seeker’s market • Wages have not dropped. • Avg unemployment time is 12 wks.; In Recession 22 wks. Employment Situation – CPS – 1/2011 • 2.8 million persons were “marginally attached to the labor force, up from 2.5 million from a year earlier. • Of these, 1.0 million persons ( 35%) were discouraged workers. Discouraged workers are those not looking for work because they believe that no jobs are available for them. • Remaining 1.8 million had not searched for work in the prior 4 weeks due to school attendance or family responsibilities. 2008 Employment by Education/Training www.bls.gov/emp/ep_education_training.htm 135 Berg, Truthan, Robinson, Lessne 2008 Employment by Education Attainment www.bls.gov/emp/ep_education_training.htm Common Sources for Employment Data Occupation Employment/Industry • JOLTS • QCEW (ES-202) Quarterly Census of OOH [National Only] Employment & Wages Career Guide to Industry - CGI • County Business Patterns Current Population US / State / County / Zip Survey (Census CPS) • Business Dynamics Stats OES - Occupational Employment Survey • [Input/Output Matrix] National Compensation Survey • Business Listings Long Term Employment • Professional Associations Projections • Business Assn/Journals State Labor Market • Manufacturer Guides Information Depts. • DOT • O*NET • • • • • • • Industry Classifications SIC - 1987 0x – Agriculture 10-14 – Mining 15-17 – Construction 2x-3x – Manufacturing 4x – Transportation, Utilities 50-51 – Wholesale 52-59 – Retail 6x – Finance, Insurance, Real Estate 7x-8x – Services 9x - Public Administration [Govt.] www.bls.gov/bls/naics.htm 11 – Agriculture 21 – Mining, Quarrying, Oil-Gas Extraction 22 – Utilities 23 – Construction NAICS 31-33 – Manufacturing 2007 42 – Wholesale Trade 44-45 – Retail Trade 48-49 – Transportation / Warehousing 51 – Information 52 – Finance / Insurance 53 – Real Estate / Rental / Leasing 54 – Professional / Scientific / Technical 55 – Management of Companies 56 – Administrative / Support / Waste Mgmt 61 – Educational Services 62 – Health Care and Social Assistance 71 – Arts, Entertainment, Recreation 72 – Accommodation / Food Services 81 – Other Services 92 – Public Administration [Fed/State/Local Govt.] 136 Berg, Truthan, Robinson, Lessne Input-Output Matrix • Built using OES, CPS, and CES data • Constructed for long-term occ. Projections • Covers 300+ NAICS industries and 700+ occupations • Considers: Labor Force, aggregate economy, final demand (GDP), industry output, employment by industry, employment by occupation • Peer-reviewed by multiple govt. economists • www.bls.gov/emp/empind3.htm Factors Affecting Industry Output & Employment [ By Industry Sector] • www.bls.gov/emp/ep_table_501.htm Example: Semiconductor and other electronic component manufacturing Output is used as an input in communications equipment, computers, and numerous other consumer goods and manufacturing industries. It is also exported. Output is projected to increase significantly faster than GDP, assisted by steady export growth. Productivity growth is expected to continue at a high pace as processes continue to be automated. Productivity growth, combined with the movement of some research and development overseas, is expected to result in a decline in employment. This industry is one of the fastest growing, in terms of output, over the projection period. OES – Long Term Employment Projections • Updated every two years • Shows national projections for occupations by industry (NAICS 2007) • Uses OES Survey data plus Current Employment Statistics (CES) and the CPS and the I/O Matrix • Cites 300+ NAICS industries for 700+ OES groups • Data suppressed if < 50 workers in an industry • 10 year projection model uses labor force, aggregate economy, final demand (GDP), industry output, employment by industry, and employment by occupation • www.bls.gov/emp/home.htm 137 Berg, Truthan, Robinson, Lessne Fastest Growing and Declining Industries Employment Projections – Bureau of Labor Statistics www.bls.gov/emp/ep_table_204.htm List of all NAICS 2007 Codes & Titles http://www.census.gov/naics/2007/NAICOD07.HTM County Business Patterns • Counts of business by NAICS – 6 digits • Gathered from income tax data, excluding: the self-employed, farm workers, government workers, railroad workers • Not a sample – this is all firms with employees • Breakouts by size classes (N employees) • Available for US, County, MSA, Zip Code • Two year lag time in availability (mid-year) • www.census.gov/econ/cbp/index.html Business Dynamics Statistics • • • • • • • • New tool –Investigates a changing economy Reports firm age and firm size using longitudinal data Public-use data # Establishments / Openings & Closings Employment Job Creation-Expansion / Destruction-Contraction Annual data 1976-2005 SIC-based Industries • www.ces.census.gov/index.php/bds/bds_overview 138 Berg, Truthan, Robinson, Lessne State Labor Market Information Sources • Should be available on web for most states • Check here for your state: www.bls.gov/bls/ofolist.htm LMI Guide - 2011 Sedentary Unskilled DOT Occs Estimates by DOT Industry 139 Berg, Truthan, Robinson, Lessne Employment, Hours, and Earnings from the Current Employment Statistics survey (National) Footwear Mfg Stats Industry: NAICS Code: Data Type: Years: Footwear 3162 ALL EMPLOYEES, THOUSANDS 1990 to 2009 $ QQXDO Total Employme nt - Footwe ar Mfg. 90 80 70 60 50 40 30 20 10 2006 S1 2008 2002 Year 2004 1998 2000 1994 1996 1990 0 1992 <HDU Thousands of Workers Total Employment - Sporting & Athletic Goods 80.0 70.0 60.0 50.0 40.0 30.0 20.0 Annual 2 01 0 2 0 08 2 0 04 2 0 06 20 00 20 02 19 9 8 19 9 6 19 9 4 1 99 0 0.0 1 99 2 10.0 Total Employment - Fabrication, NEC 800.0 700.0 600.0 500.0 400.0 S1 2010 2008 2006 2004 2002 2000 1998 1996 1992 1994 200.0 100.0 0.0 1990 300.0 140 Berg, Truthan, Robinson, Lessne Total Employment - Hat & Cap (All Other Apparel Mfg S1 2010 2008 2006 2002 2004 1998 2000 1994 1996 1992 1990 160.0 140.0 120.0 100.0 80.0 60.0 40.0 20.0 0.0 Total Employment - Pen, Pencil, Button, Notion 250.0 200.0 150.0 100.0 2010 2008 2006 2004 2002 1998 2000 1994 1996 1992 0.0 1990 50.0 S1 Totatl Employment - Textile Mfg. 140.0 120.0 100.0 80.0 60.0 40.0 S1 2010 2008 2004 2006 2002 1998 2000 1996 1994 1992 0.0 1990 20.0 141 Berg, Truthan, Robinson, Lessne S1 2010 2006 2008 2004 2000 2002 1998 1994 1996 1990 45.0 40.0 35.0 30.0 25.0 20.0 15.0 10.0 5.0 0.0 1992 Total Employment - Tobacco Mfg. Total Employment - Knitting 160.0 140.0 120.0 100.0 80.0 60.0 2008 S1 2010 2006 2004 2000 2002 1996 1998 1994 1990 20.0 0.0 1992 40.0 Sedentary – Unskilled Occupations • There are 137 sedentary unskilled DOT occs • These occupations are distributed across 38 different OES groups. This is 4.7% of the 801 OES groups • 113,000 of the estimated employment numbers (Industry Context method) cluster in 6 DOT occupations • The remaining 73,937 estimated employed were spread across 131 DOT titles • These DOT occupations cover 45 DOT industries • Influence of rehabbers/occupational health • See the handout spreadsheet for the details – By Industry Group and by Frequency 142 Berg, Truthan, Robinson, Lessne Sedentary Unskilled DOT Occs Estimates by Frequency Sedentary – Unskilled DOT Occs Simple Math vs. Industry Context • SkillTRAN Industry Context method estimates less than 200,000 employed • Simple Math estimates about 700,000 • Simple Math overestimates the employment of Sedentary Unskilled Occupations by about 350% 'HWHUPLQLQJ([LVWHQFH RI2FFXSDWLRQV 1. Review available LMI for specific occupations. This may include some industry suggestions. 2. Determine which industries might hire for the occupation(s) in question. 3. Identify businesses in those industries within the client’s personal Labor Market Area. 4. Do Labor Market Sampling. 143 Berg, Truthan, Robinson, Lessne /DERU0DUNHW6DPSOLQJ • Establishes existence / frequency of jobs • Clarifies complex disability/cultural issues • Can validate hiring history / future hiring / turnover rate for that occupation • Can establish starting / average wages • Adequate random sampling can be extrapolated to reasonably estimate industry employment in a given labor market area • Builds a more reliable, defensible foundation upon which to develop an opinion or plan L.F. PARTICIPATION RATE (%) 80 78 % 70 60 50 40 W DIS WO DIS 36 % 30 20 10 0 Slide Courtesy of Brian McMachon OFFICIAL UNEMPLOYMENT x AGE (%) 35 30 25 20 NDIS 15 DIS 10 5 0 1619 20- 25- 3024 29 34 35- 45- 5544 54 64 Slide Courtesy of Brian McMachon 144 Berg, Truthan, Robinson, Lessne Reasons for Non-participation 3 ;3 3 Note: what’s not the problem? ;3 3 3 ;3 ;3 ;3 ; 3 3 ;3 ;3 3 ;3 3 ; 3 ;3 ;3 ;3 ;3 3 <"&$*6 '"6(("+ <=&=(+ $(+(*((" *(&>&'%(6 ' ?+"+((((+ 9(%&$(+(( %""&> 5(( @%&> $(+(( 5+"(" 9(%"&$(+(( Slide Courtesy of Brian McMachon Total Employment (Thousands) Historical Employment 140000 Year Employment 1990 109487 1991 108375 1992 108726 1993 110844 1994 114291 1995 117298 1996 119708 1997 122776 1998 125930 1999 128993 2000 131785 2001 131826 2002 130341 2003 129999 2004 131435 2005 133703 2006 136086 2007 137598 2008 136790 2009 130807 2010 129819 120000 100000 80000 60000 40000 20000 2008 2010 2006 2002 2004 1998 2000 1994 1996 1990 1992 0 Population Growth vs. Labor Force (Thousands) 350000 Population vs. Employment 300000 250000 200000 “Pain” Ratio 150000 Worker Burden N Employed Population 100000 50000 2010 N Employed 2008 2004 2006 2000 2002 1998 1994 1996 1990 1992 0 145 Berg, Truthan, Robinson, Lessne Labor Force Reserve Ratio 3 ;3 3 3 3 3 ; 3 3 3 3 3 9(%&$(+(( 9(%"&$(+(( Slide Courtesy of Brian McMachon The Future • Creation of new jobs will occur slowly and cautiously (“Just-In-time Hiring”) • Temp jobs are the new way “in” to many employers (Conversion from temp to permanent – depends on the industry) • Multiple skill sets will be required (Greater worker versatility) • As the size of the non-disabled labor force decreases due to aging and retirement, more opportunities should emerge for PWD 7KDQNV WR%ULDQ0F0DKRQ3K' IRUVKDULQJVRPHVOLGHV Jeff Truthan [email protected] www.skilltran.com (800) 827-2182 146 Berg, Truthan, Robinson, Lessne 147 Berg, Truthan, Robinson, Lessne OOH CGI CPS OES NCS I-O Matrix LTEP OPTD JOLTS CES CBP BDS X X X X X X SOC/OES NAICS X X X X X X X Median X SOC/OES NAICS X US 750+ 2 yrs OPTD www.projectionscentral.com X X X X X X X X SOC/OES NAICS X US 700+ 2 yrs LTEP Statewide Occupational Projections X X X X X X By Occ Level SOC/OES SOC/OES NAICS X X X US 0 2 yrs US Metro Non-Metro 800 Varies US, State Regional 801 1 yr X I-O Matrix NCS OES Web URL: www.bls.gov/oco/home.htm www.bls.gov/oco/cg www.bls.gov/cps www.bls.gov/oes www.bls.gov/NCS www.bls.gov/emp/empind3.htm www.bls.gov/emp/home.htm www.bls.gov/emp/optd/home.htm www.bls.gov/jlt www.bls.gov/ces www.census.gov/econ/cbp/index.html www.ces.census.gov/index.php/bds/bds_overview X X X X X X X X X X X X X SOC / OES O*NET NAICS X X US 503 10 yr / 1 yr CPS X X US 75% 2 yrs CGI Resource Occupational Outlook Handbook Career Guide to Industries Current Population Survey Occupational Employment Survey National Compensation Survey Input-Output Matrix Long Term Employment Projections Occupational Projections and Training Data Job Openings and Labor Turnover Survey Current Employment Statistics County Business Patterns Business Dynamics Statistics X X X X X By Occupations Employment Numbers Wages Long Term Outlook By Industry Employment Numbers Wages Long Term Outlook Long Term History Education Requirements Age Distribution Full-Time / Part-Time / Self-Employment Hours Worked Gender Union Affiliation Employee Absence Benefits Job Openings Job Creation / Destruction Business Estimates (N establishments) by N employees in size ranges by Firm Age (N years in business) X O*NET X X US 400 2 yrs Related Sites Cross References Orientation Client Professional Coverage N Occupations Update Frequency OOH Courtesy of SkillTRAN LLC - 2011 Labor Market Information - Resources Guide X X Payroll NAICS X X Payroll NAICS X US, State County ZIP 0 1 yr US, State County, MSA 0 12x/yr X CBP CES X X X X X X NAICS X BDS Some reporting delays (older data) Comments: Narrative Format - Also see OOQ Covers 44 Major Industry Groups Self-Reported Data by large occupational groups Employer-Reported Comprehensive Data Occupational Levels - Employer Cost & Trends Bureau of Economic Analysis 10 Year Occupation/Industry Projections Excellent info re: Education Attainment ? Reliability vs. CES No occupational detail - workforce size 2 year reporting lag - Universe not sample Up to 5 year reporting delay - new universe data set X X NAICS X US Regional 0 1 yr JOLTS 148 Berg, Truthan, Robinson, Lessne 108375 108726 110844 114291 117298 119708 122776 125930 128993 131785 131826 130341 129999 131435 133703 136086 137598 136790 130807 129819 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Source: Bureau of Labor Statistics 109487 1990 308745 307006 304374 301593 298753 295753 293045 290326 287803 285081 281422 277840 274632 271394 268108 264927 261713 258445 254929 2.38 2.35 2.23 2.19 2.20 2.21 2.23 2.23 2.21 2.16 2.14 2.15 2.18 2.21 2.24 2.26 2.29 2.33 2.34 0 50000 100000 150000 200000 250000 300000 350000 Population Growth vs. Labor Force (Thousands) 1998 1996 1994 2.32 2000 2.26 2002 251090 2004 247982 2006 CEU0000000001 Series Id: Not Seasonally Adjusted Super Sector: Total nonfarm Industry: Total nonfarm NAICS Code: Data Type: ALL EMPLOYEES, THOUSANDS 1990 to 2010 Years: "Pain" Year N Employed Population Ratio N Employed Population Generated on: February 9, 2011 (05:23:36 AM) 2008 Employment, Hours, and Earnings from the Current Original Data Value Bureau of Labor Statistics 2010 N Employed 1992 1990 149 Berg, Truthan, Robinson, Lessne DOT 219587010 349665010 782687046 690686046 690686066 788687022 788687114 788687158 788687166 237367014 249587014 249587018 673685042 690685194 692685130 692685206 692685266 734684010 734687010 734687018 734687034 734687058 734687074 734687086 734687090 734687094 740687010 521687010 521687086 205367014 209587010 239687014 615685014 715684010 715684026 715684082 715684138 715684146 715684178 715685038 715685050 715687010 715687018 715687022 715687026 715687078 715687082 Title PARIMUTUEL-TICKET CHECKER (amusement/recreation) SCOREBOARD OPERATOR (amusement/recreation) SACK REPAIRER (any industry) PLASTIC-DESIGN APPLIER (boot & shoe) TOGGLE-PRESS FOLDER-AND-FEEDER (boot & shoe) BUCKLER AND LACER (boot & shoe) SHANK TAPER (boot & shoe) VAMP-STRAP IRONER (boot & shoe) WHITE-SHOE RAGGER (boot & shoe) CALL-OUT OPERATOR (business services) CUTTER-AND-PASTER, PRESS CLIPPINGS (business services) DOCUMENT PREPARER, MICROFILMING (business services) CONVEX-GRINDER OPERATOR (button & notion) GRINDING-MACHINE OPERATOR, AUTOMATIC (button & notion) PINKING-MACHINE OPERATOR (button & notion) STOP ATTACHER (button & notion) ZIPPER TRIMMER, MACHINE (button & notion) FEATHER SHAPER (button & notion) ACETONE-BUTTON PASTER (button & notion) ASSEMBLER (button & notion) BUCKLE-WIRE INSERTER (button & notion) HOT-STONE SETTER (button & notion) SLIDE-FASTENER-CHAIN ASSEMBLER (button & notion) SPLITTER, HAND (button & notion) STICKER (button & notion) ZIPPER TRIMMER, HAND (button & notion) BUTTON SPINDLER (button & notion) ALMOND BLANCHER, HAND (canning & preserving) NUT SORTER (canning & preserving) CHARGE-ACCOUNT CLERK (clerical) ADDRESSER (clerical) TUBE OPERATOR (clerical) CLEARANCE CUTTER (clock & watch) ADJUSTER, ALARM MECHANISM (clock & watch) BENCH HAND (clock & watch) DIAL-SCREW ASSEMBLER (clock & watch) LACQUERER (clock & watch) OILER (clock & watch) SET-STAFF FITTER (clock & watch) MAINSPRING WINDER AND OILER (clock & watch) PRESS OPERATOR, PIERCE AND SHAVE (clock & watch) BAND ATTACHER (clock & watch) CRYSTAL ATTACHER (clock & watch) DIAL BRUSHER (clock & watch) DIPPER, CLOCK AND WATCH HANDS (clock & watch) MAINSPRING FORMER, ARBOR END (clock & watch) MAINSPRING FORMER, BRACE END (clock & watch) Strength S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S SVP 2 2 2 1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 2 2 2 1 2 2 1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 RML 333 323 211 111 111 111 111 111 111 323 211 312 211 212 212 212 211 212 111 111 111 111 211 111 111 222 111 111 111 323 212 212 211 212 111 212 111 211 211 211 211 111 111 111 111 212 211 ESTIMATED EMPLOYMENT NUMBERS USING SKILLTRAN METHODOLOGY Grouped by OES & Industry BASIS: OES - May, 2008 Data & Long Term Industry Projections (2008-2018), Adjusted for 2010 O*NET 43-3031.00 27-2023.00 51-6031.02 53-7063.00 53-7063.00 51-9198.01 51-9198.01 51-9199.99 51-9123.00 43-4041.02 43-9061.00 43-9061.00 51-9021.00 51-9021.00 51-9032.04 51-9199.99 51-9032.04 51-9199.99 51-9199.99 51-9199.99 51-9199.99 51-9199.99 51-9199.99 51-9031.00 51-9199.99 51-9061.05 51-9123.00 51-9198.01 51-9061.05 43-4111.00 43-9022.00 43-5021.00 51-4031.02 51-9199.99 51-9199.99 51-9199.99 51-9123.00 51-9199.99 51-9199.99 51-9199.99 51-4031.03 51-9199.99 51-9199.99 51-9199.99 51-9123.00 51-9199.99 51-9199.99 DOT Industry amusement/recreation amusement/recreation any industry boot & shoe boot & shoe boot & shoe boot & shoe boot & shoe boot & shoe business services business services business services button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion button & notion canning & preserving canning & preserving clerical clerical clerical clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch ESTIMATED EMPLOYMENT US State Region 1,670 1,747 1,077 n/a 1,135 5 5 27 30 11,999 5,917 23,195 189 189 174 50 99 6 n/a n/a n/a n/a 577 33 326 1,627 993 292 2,526 16,773 5,653 197 32 32 32 10 46 46 46 262 32 32 32 10 46 46 150 Berg, Truthan, Robinson, Lessne 715687086 715687090 715687094 715687098 715687114 770687026 779684034 729684018 17684010 726684050 726684110 726685066 726687030 726687046 706684030 731687014 739684094 739684162 739685046 739685050 739685054 739687182 754684018 237367046 692685254 739687086 779687018 779687038 782687030 205367030 379367010 784684030 784687026 209567014 723687010 652685038 700687026 700687062 735687018 735687022 735687034 739687066 585665010 685687014 685687026 734687042 690685258 725684018 725687022 654687014 979687026 MASKER (clock & watch) MOTOR POLARIZER (clock & watch) MOUNTER, CLOCK AND WATCH HANDS (clock & watch) PAINTER, CLOCK AND WATCH HANDS (clock & watch) ROTOR ASSEMBLER (clock & watch) JEWEL STRINGER (clock & watch) LEVEL-VIAL SEALER (cutlery-hardware) DIAL MARKER (electrical equipment) TAPER, PRINTED CIRCUIT LAYOUT (electronic component) FILM TOUCH-UP INSPECTOR (electronic component) TOUCH-UP SCREENER, PRINTED CIRCUIT BOARD ASSEMBLY (electronic component) BONDER, SEMICONDUCTOR (electronic component) LOADER, SEMICONDUCTOR DIES (electronic component) WAFER BREAKER, SEMICONDUCTORS (electronic component) ATOMIZER ASSEMBLER (fabrication, nec) FINISHER (fabrication, nec) LAMP-SHADE ASSEMBLER (fabrication, nec) UMBRELLA TIPPER, HAND (fabrication, nec) TAPPER, BIT (fabrication, nec) TAPPER, SHANK (fabrication, nec) UMBRELLA TIPPER, MACHINE (fabrication, nec) TABLE WORKER (fabrication, nec) BIT SHAVER (fabrication, nec) TELEPHONE QUOTATION CLERK (financial) WINDOW-SHADE-RING SEWER (furniture) EYE-DROPPER ASSEMBLER (glass products) GLASS-BULB SILVERER (glass products) WAXER (glass products) PULLER-THROUGH (glove & mitten) ELECTION CLERK (government services) SURVEILLANCE-SYSTEM MONITOR (government services) FOUNDATION MAKER (hat & cap) ENDBAND CUTTER, HAND (hat & cap) ORDER CLERK, FOOD AND BEVERAGE (hotel & restaurant) PATCHER (household appliances) INK PRINTER (jewelry-silverware) CHARGER II (jewelry-silverware) PREPARER (jewelry-silverware) PAINTER (jewelry-silverware) PIN-OR-CLIP FASTENER (jewelry-silverware) STONE SETTER (jewelry-silverware) COMPACT ASSEMBLER (jewelry-silverware) NAPPER TENDER (knitting) CUFF FOLDER (knitting) TOPPER (knitting) BUTTON RECLAIMER (knitting) LAMINATOR I (leather products) STEM MOUNTER (light fixtures) GETTERER (light fixtures) PAGER (machinery mfg.) TYPE-COPY EXAMINER (machinery mfg.) S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 111 111 111 111 212 211 211 222 222 211 212 212 212 212 211 211 211 211 211 211 111 111 211 323 211 211 111 111 111 322 313 212 211 312 211 212 211 211 212 211 111 211 211 111 111 111 211 211 111 211 212 51-9123.00 51-9198.01 51-9199.99 51-9123.00 51-9199.99 51-9198.01 51-9199.99 51-9123.00 51-9199.99 51-9061.05 51-9061.05 51-4199.99 51-9141.00 51-9141.00 51-9199.99 51-9199.99 51-9199.99 51-6051.00 51-4199.99 51-9199.99 51-9199.99 51-9061.05 51-9022.00 43-4171.00 51-6031.02 51-9199.99 51-9123.00 51-9198.01 51-9198.01 43-9061.00 33-9099.99 51-9199.99 51-9031.00 43-4151.00 51-9199.99 51-5023.09 51-9199.99 51-9199.99 51-9123.00 51-9199.99 51-9199.99 51-9199.99 51-9199.99 51-9198.01 51-9199.99 51-9061.05 51-9041.02 51-2022.00 51-9199.99 51-9199.99 51-9061.05 clock & watch clock & watch clock & watch clock & watch clock & watch clock & watch cutlery-hardware electrical equipment electronic component electronic component electronic component electronic component electronic component electronic component fabrication, nec fabrication, nec fabrication, nec fabrication, nec fabrication, nec fabrication, nec fabrication, nec fabrication, nec fabrication, nec financial furniture glass products glass products glass products glove & mitten government services government services hat & cap hat & cap hotel & restaurant household appliances jewelry-silverware jewelry-silverware jewelry-silverware jewelry-silverware jewelry-silverware jewelry-silverware jewelry-silverware knitting knitting knitting knitting leather products light fixtures light fixtures machinery mfg. machinery mfg. 10 155 46 10 148 148 n/a n/a 414 1,492 1,836 19 1,010 1,010 113 365 24 97 863 n/a n/a 2,932 820 6,059 390 55 78 2,170 12 22,779 11,785 191 21 1,627 64 13 9 9 18 9 9 9 191 45 393 401 1,797 1,662 355 36 466 151 Berg, Truthan, Robinson, Lessne 700687018 579684022 919663022 585685062 683687018 574685010 774687014 713684038 713687018 713687026 713687034 716687030 694686010 737587010 737687026 737687126 539485010 733685026 559687014 559687034 976684018 775687022 712687018 712687034 529665014 214587010 221587042 681685030 689585018 789687022 789687174 529666014 529685058 529687138 920687030 731685014 732587010 732684062 669687014 The 137 Sedentary Unskilled DOT occupations are found in 38 different OES groups. In May 2008 - the US National total using May 2007 data adjusted for 2008 was 200,150 In Feb 2009 - the US National total using May 2007adjusted for 2009 was 197,357 In Sept 2009 - the US National total using May 2008 adjusted for 2009 was 193,497 In March 2010 - the US National total using May 2008 adjusted for 2010 was 186,936 BRIMER (metal products, othe) MICA-PLATE LAYER, HAND (mine & quarry) ESCORT-VEHICLE DRIVER (motor transportation) LABEL PINKER (narrow fabrics) HANDER-IN (narrow fabrics) COATER, BRAKE LININGS (nonmetallic mineral) LACER (nonmetallic mineral) POLISHER, EYEGLASS FRAMES (optical goods) FINAL ASSEMBLER (optical goods) LENS INSERTER (optical goods) POLISHER, IMPLANT (optical goods) LENS-BLOCK GAUGER (optical goods) CLIP-LOADING-MACHINE FEEDER (ordnance) BANDOLEER STRAIGHTENER-STAMPER (ordnance) CHECK WEIGHER (ordnance) SHADOWGRAPH-SCALE OPERATOR (ordnance) WEIGHT TESTER (paper & pulp) SMOOTHER (pen & pencil) AMPOULE SEALER (pharmaceuticals) EGG PROCESSOR (pharmaceuticals) MOUNTER, HAND (photofinishing) GOLD BURNISHER (pottery & porcelain) GAUGER (protective devices) SUTURE WINDER, HAND (protective devices) WASHROOM OPERATOR (sugar & confection) TELEGRAPH-SERVICE RATER (telephone/telegraph) WEAVE-DEFECT-CHARTING CLERK (textile) CARDING-MACHINE OPERATOR (textiles, other) STRINGING-MACHINE TENDER (textiles, other) BUFFING TURNER-AND-COUNTER (textiles, other) THREAD SEPARATOR (textiles, other) CIGARETTE-MAKING-MACHINE CATCHER (tobacco) CIGAR-HEAD PIERCER (tobacco) LEAF TIER (tobacco) BANDER, HAND (tobacco) STUFFER (toy-sport equipment) GOLF-BALL TRIMMER (toy-sport equipment) FISHING-REEL ASSEMBLER (toy-sport equipment) DOWEL INSPECTOR (woodworking) NOTES: S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 2 2 2 2 2 111 211 212 211 211 212 211 211 111 111 211 212 111 111 111 212 333 211 211 211 211 211 212 211 211 222 212 111 212 111 111 212 211 111 211 211 211 211 111 51-9199.99 51-9199.99 53-3033.00 51-6062.00 51-9198.01 51-9121.02 51-9199.99 51-4033.02 51-9199.99 51-9199.99 51-9022.00 51-9061.05 53-7063.00 51-9198.01 51-9061.05 51-9061.05 51-9061.05 51-4033.02 53-7064.00 51-9199.99 51-9031.00 51-9022.00 51-9061.05 51-9198.01 51-9192.00 43-3021.02 43-5061.00 51-6064.00 51-9199.99 51-9199.99 51-9198.01 51-9061.05 51-9199.99 53-7062.03 53-7064.00 51-9111.00 51-9199.99 51-9199.99 51-9061.05 TOTAL metal products, othe mine & quarry motor transportation narrow fabrics narrow fabrics nonmetallic mineral nonmetallic mineral optical goods optical goods optical goods optical goods optical goods ordnance ordnance ordnance ordnance paper & pulp pen & pencil pharmaceuticals pharmaceuticals photofinishing pottery & porcelain protective devices protective devices sugar & confection telephone/telegraph textile textiles, other textiles, other textiles, other textiles, other tobacco tobacco tobacco tobacco toy-sport equipment toy-sport equipment toy-sport equipment woodworking 186,936 651 125 26,469 2,695 216 3,116 30 2,213 n/a n/a 1,172 666 138 394 176 176 109 968 1,579 152 n/a 166 666 665 n/a 209 122 174 13 13 50 12 529 105 13 3,661 n/a n/a 113 - 152 Multicultural Medical & Vocational Case Management ~Ethical & Legal Considerations~ Barbara Berndt,, M. Ed,, CRC, CDMS, CCM, ABVE Bilingual Counselor March 27, 2011 People are People z z Introduction: CRC D.5 (h) Personal Public Statement Counselor Competencies – CRC Standards & requirements q for cultural competencies p and/or diversity – CDMS Human relations relating to culture z z – A 2 (a), (b); A 3 (c); B 1 (a); D 1 (a); D 2 (a), (b) RPC 1.13 (a) CCM Underlying Values z z Autonomy, beneficience, nonmalficence, justice Selected definitions: advocacy, beneficience, client, justice, monitoring, nonmaleficence, planning. Client Population/Background z z z z z Refugees & War-related Populations Political Violence SocioEconomic Upheaval Changing Demographics Other 153 Berndt Multicultural Values & Beliefs z Cultural Sensitivity - Autonomy Ethics z Cultural Implications p – – – – z Language, religious/spiritual beliefs Ways of thinking Patterns of social relations Cultural Orientation – – – z Attitudes and beliefs Collective Matriarchal or patriarchal Individualistic Multicultural Perspectives (examples) Cultural Care Theory z z z z z Words & Language Allopathic, Naturopathic, Shaman P h l i l P Psychological, Psychiatric, hi t i Eld Elder Beliefs & Values Integration of all factors relevant to the people to be served. Adaptive Counseling Techniques z Understanding Multicultural Issues - Beneficence – – – – z CRC A.1.(a): avoid values imposition and (b): awareness of own values, attitude, belief, & behaviors CDMS PRC 1.09: 1 09: objectivity CDMS RPC 1.13 (2) adaptive interventions that are not (3) discriminatory CCM: Underlying Values / Sel. Definitions: Veracity Disclosure – – – CRC A.3. (a): Client Rights & Disclosure and (b) Informed Consent CMDS RPC 1.04 Description of Services and 2.03 Confidentiality CCM IV Ethical Issues and Section 3 S 10 Description of Services & S 15 Disclosure 154 Berndt LAWS & LEGAL ISSUES z Medical Questions z Vocational Questions – Non-Malfeasance z Disability System vs State/National Laws – – – – – Ability to receive treatment/services Barriers to employment Seek & Find Answers ~~ Changing Requirements CDMS RPC 1.21 (e) Ethical Practice CRC Advisory Opinion Understanding Your Client z Understanding of Cultural Identity – – – Person Extended family Neighborhood / Community z Integration z Immigration Knowledge/Stages – – – – How person makes decisions about health, illness & healing Pre-migration Transitions Re-settlement Case Management Interview z z z Introduction & Involvement of Other(s) Observation Obtaining Information/Adaptive Techniques – – – Strengths Coping Strategies Resiliencies z Determining Adjustment to Disability Issues z Discussion of Disability Issues z Setting Foundation for Assessment/Services – – What I think What S/he/they think 155 Berndt Medical & Vocational Case Management z Work within Ethical Guidelines – – z Unconditional Positive Regard – – z Transcultural Ethical Theory Diversity of Cultural, Beliefs & Values Defining Boundaries – – – z Personal – Professional Boundaries: transference/countertranference Secondary Traumatization CRC B 1 Respecting Client Rights (c) For Confidentiality, (d) Limits, and B.2. (a) Legal Requirements and (d) Minimal Disclosure CDMS RPC 1.05 Legal Compliance CCM 4 S14 Legal Compliance Empowering the Client’s Perception- Justice Case Management Review z z z z Define roles, expectations & goals Engage in defining mutual expectations Encourage participation When In Doubt: challenge or change the system – CRC Advisory Opinion #88 Professional Resources z Changing Your Own Knowledge Base – – – z CRC D.1. Professional Competence (b) new speciality, (c) qualifed, and (e) continuing education CMDS RPC 1.21 (b) Professional Growth & Development CCM S. Representation of Practice, S3 Competence Advisory Opinions: – CRC #’s 25, 28, 34, 65, 86, 88, 89, 92, 102 156 Berndt Conclusion of Services z z z Fair & Balanced Provision of Services - Fidelity Reinforce Plan of Action Termination of Services – Acknowledgement, Gifts, Invitations Case Specifics in My Practice z Professional Competencies: z Testing – – – Interpreters/Translators (CRC A.3.(c) & B3.d) (CRC G.7. Test Scoring/Interpretation) Neuropsychological ESL z “Client” Responsibility (CRC B.5. (b) Parent) z Perfect Solutions are Impossible Resources z z z z z Continuing Education Websites Community Agencies Networking with Professionals Build Relationships with Stakeholders in Ethnic Minority Communities 157 Berndt Questions & Answers Thank you! Gracias! Merci! Grazie! Barbara Berndt, M.Ed, CRC, CDMS, CCM, ABVE [email protected] www.expertvocational.com 158 Berndt Notes