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Practice and Polemic:Practice and Polemic:Practice and Polemic: The Art and Science of Forensic ExpertiseThe Art and Science of Forensic ExpertiseThe Art and Science of Forensic Expertise
AREA Annual ConferenceAREA Annual Conference June 4-7, 2015 Silver Legacy Resort Casino 407 North Virginia Street | Reno, NV 89501
American Rehabilitation Economics Association
PO Box 19941, San Diego, CA 92159-9941 • 800.317.2732 / 619.440.2650 • [email protected] • www.a-r-e-a.org
2 AREA Annual Conference 2015
2015 CONFERENCE FUNDAMENTALS
After a successful 2014 conference, AREA returns to Reno for a repeat performance of Silver Legacy-style hospitality during its 2015 Annual Conference, ‘Practice and Polemic: the Art and
Science of Forensic Expertise.’
Practice being the exercise or pursuit of a profession and Polemic being a controversial argument, as one against some opinion or doctrine, this conference will focus on both the technical skills and professional polish required of the successful expert.
Doug Field will guide us through the deposition traps laid by wily attorneys for unsuspecting experts. As Field has remarked, ‘Attorneys rarely
can challenge experts on the technical aspects of their opinion – but they can try to make them look bad, and sometimes succeed in doing so.’
As for the science of our work, along with our popular intermediate and advanced boot camps, we will offer a host of presentations addressing technical aspects of forensic vocational and economic work, including recidivism of former offenders, measures of work-life expectancy, and assessments of earning and functional capacity.
And, encapsulating our theme, we will have a presentation that directly addresses the question posed by many: Is Economics an Art or a Science?
About “AREA”
American Rehabilitation Economics Association
Established in 1989, AREA has pursued two missions: bringing recognition to the combined use of vocational rehabilitation and economic loss assessment as a distinct discipline, and providing a peer-exchange forum for vocational, economic and rehabilitation experts who practice within this growing field. Our role is to determine the nature and extent of any loss, from a vocational and/or economic perspective. This, in turn, helps the Court in its assessment of damages. AREA supports professional growth by offering opportunities for continuing education at its Annual Conference. AREA also participates in conference sessions held with other vocational, economic and rehabilitation organizations to encourage the sharing of knowledge among related forensic professionals.
3 AREA Annual Conference 2015
BOOT CAMP—INTERMEDIATE
Thursday - Check-in 7:30-9:00 am* Friday - Administration table open 7:30-9:00 am* Classic breakfast buffet served. Classic breakfast buffet served.
Administration table manned 12:00-1:30 pm* * Admin. “on call” at 619.302.3257.
INTERMEDIATE BOOT CAMP
Estimating Lost Earning Capacity: Estimating Lost Earning Capacity: Estimating Lost Earning Capacity:
Fitting Facts, Statistics & Models TogetherFitting Facts, Statistics & Models TogetherFitting Facts, Statistics & Models Together
This boot camp begins with a review of the three most
commonly used methods for assessing lost earning capacity
or lost economic support; case by case, below market
discount, total offset. We will then begin with a blank
spreadsheet and explore applying these models to a specific
set of facts to estimate the lost earning capacity for an
injured worker. Emphasis will be placed on assessing the
facts of the case and applying commonly used data sources.
As the analysis continues, new facts will be introduced.
These facts will affect method for calculating the injured
worker’s loss. The discussion will include determining the
injured worker’s earnings and fringe benefits at the time of
injury, interest rates, wage growth rates, inflation rates,
mitigating income and past and future losses. We will also
discuss worklife expectancy, years to final separation from
the workforce. At the end of the Boot Camp, the completed
calculations will show the lost earning capacity based upon
the facts of the case. Attendees will need to bring a laptop
computer with Microsoft Excel software and the ability to
assess wi-fi for internet research.
PRESENTER: Allyn Needham PhD CEA
Shipp, Needham & Durham LLC
THURSDAY, JUNE 4th (6.0 CEUs)
STARTS PROMPTLY AT 9:00 AM UNTIL 5:00 PM
9:00-10:30 am .................. IN SESSION 10:3010:3010:30---10:45 am10:45 am10:45 am ................................................ REFRESHMENT BREAKREFRESHMENT BREAKREFRESHMENT BREAK 10:45 am-12:00 pm .......... IN SESSION 12:0012:0012:00---1:30 pm1:30 pm1:30 pm ...................................................... LUNCH ON YOUR OWNLUNCH ON YOUR OWNLUNCH ON YOUR OWN 1:30-3:15 pm .................... IN SESSION 3:153:153:15---3:30 pm3:30 pm3:30 pm ............................................................ REFRESHMENT BREAKREFRESHMENT BREAKREFRESHMENT BREAK 3:30-5:00 pm .................... IN SESSION
FRIDAY, JUNE 5th (2.75 CEUs)
STARTS PROMPTLY AT 9:00 AM UNTIL 12:00 PM
9:00-10:30 am .................. IN SESSION 10:3010:3010:30---10:45 am10:45 am10:45 am ................................................ REFRESHMENT BREAKREFRESHMENT BREAKREFRESHMENT BREAK 10:45 am-12:00 pm .......... IN SESSION 12:0012:0012:00---1:00 pm1:00 pm1:00 pm ...................................................... LUNCH ON YOUR OWNLUNCH ON YOUR OWNLUNCH ON YOUR OWN
4 AREA Annual Conference 2015
THURSDAY, JUNE 4th (6.0 CEUs)
STARTS PROMPTLY AT 9:00 AM UNTIL 5:00 PM
9:00-10:30 am .................. IN SESSION
10:3010:3010:30---10:45 am10:45 am10:45 am ................................................ REFRESHMENT BREAKREFRESHMENT BREAKREFRESHMENT BREAK
10:45 am-12:00 pm .......... IN SESSION
12:0012:0012:00---1:30 pm1:30 pm1:30 pm ...................................................... LUNCH ON YOUR OWNLUNCH ON YOUR OWNLUNCH ON YOUR OWN
1:30-3:15 pm .................... IN SESSION
3:153:153:15---3:30 pm3:30 pm3:30 pm ............................................................ REFRESHMENT BREAKREFRESHMENT BREAKREFRESHMENT BREAK
3:30-5:00 pm .................... IN SESSION
FRIDAY, JUNE 5th (2.75 CEUs)
STARTS PROMPTLY AT 9:00 AM UNTIL 12:00 PM
9:00-10:30 am .................. IN SESSION
10:3010:3010:30---10:45 am10:45 am10:45 am ................................................ REFRESHMENT BREAKREFRESHMENT BREAKREFRESHMENT BREAK
10:45 am-12:00 pm .......... IN SESSION
12:0012:0012:00---1:00 pm1:00 pm1:00 pm ...................................................... LUNCH ON YOUR OWNLUNCH ON YOUR OWNLUNCH ON YOUR OWN
BOOT CAMP—ADVANCED Thursday - Check-in 7:30-9:00 am* Friday - Administration table open 7:30-9:00 am*
Classic breakfast buffet served. Classic breakfast buffet served.
Administration table manned 12:00-1:30 pm* * Admin. “on call” at 619.302.3257.
ADVANCED BOOT CAMP
Dissecting Clinical Judgment: Dissecting Clinical Judgment: Dissecting Clinical Judgment:
The Analysis & Exploration of Vocational, The Analysis & Exploration of Vocational, The Analysis & Exploration of Vocational,
Life Care Planning and Economic Life Care Planning and Economic Life Care Planning and Economic
Assumptions Related to Evaluation ofAssumptions Related to Evaluation ofAssumptions Related to Evaluation of
(1) Employed Persons; (2) Self(1) Employed Persons; (2) Self(1) Employed Persons; (2) Self---Employed Employed Employed
Persons; and (3) Deceased PersonsPersons; and (3) Deceased PersonsPersons; and (3) Deceased Persons
This advanced boot camp will include a morning session
involving the discussion of the variety of evaluations
frequently encountered by professionals in our industry,
special considerations for each one, and the differing - but
acceptable - methods by which the analysis is performed.
Subsequent sessions will segue from this baseline
information to application of (1) Demonstrated Earnings
versus Earning Capacity; (2) Self-employment Earnings
versus Earning Capacity in the open and competitive labor
market; and Application of Consumption Factors to
decedent’s lost earnings (Demonstrated versus Capacity).
Attendees are asked to submit a prior work product (email to
[email protected]) within the parameters for the case
descriptors above with identifying information redacted. The
audience will participate interactively, while walking through
each of the processes. The critique of clinical judgment in
electing baseline assumptions, compilation of supporting
evidence for the assumptions and methodology, and
application to present value tables for these assignments
offers an open forum to share peer insight and new methods
to apply in your practice. An open mind and goal toward
remaining teachable will make this a unique opportunity for
meaningful professional development.
PRESENTER: Lisa Clapp MA CRC CEA VocMedEcon (VME)
5 AREA Annual Conference 2015
FRIDAY, JUNE 5FRIDAY, JUNE 5FRIDAY, JUNE 5ththth
1:00 pm - 1:15 pm
Opening Remarks and Welcome
1:15 pm - 3:15 pm
SESSION 1 Core Variables in Earning Capacity Assessment Rick Robinson PhD LMHC CRC CVE CLCP ABVE-D NCC Robinson Work Rehabilitation (2.0 CEUs)
3:15 pm - 3:30 pm
Refreshment Break
3:30 pm - 5:30 pm
SESSION 2 Calculating Economic Damages for Railroad Workers Malcolm S. Cohen PhD Employment Research Corporation (2.0 CEUs)
SATURDAY, JUNE 6SATURDAY, JUNE 6SATURDAY, JUNE 6ththth
8:45 am - 9:00 am
Conference Reconvenes
9:00 am - 12:00 pm
SESSION 3 The Dynamite Deposition Will include a Mock Deposition session.
Douglas L. Field JD DougFieldADR (2.75 CEUs)
10:15 am - 10:30 am
Refreshment Break
12:00 pm - 1:00 pm
Lunch on your own
1:15 pm - 2:15 pm
SESSION 4 Projecting Future Recidivism for Former Offenders Shannon H. Shipp PhD CEA Allyn B. Needham PhD CEA Shipp, Needham & Durham LLC (1.0 CEU)
2:15 pm - 3:15 pm
SESSION 5 Is Economics an Art or a Science? Terrence M. Clauretie PhD Vocational Economics Inc. (1.0 CEU)
3:15 pm - 3:30 pm
Refreshment Break
3:30 pm - 5:30 pm
SESSION 6 Understanding and Using Academic Research in Forensic Testimony Patrick L. Dunn JD PhD CRC The University of Tennessee, Knoxville (2.0 CEUs)
SUNDAY, JUNE 7SUNDAY, JUNE 7SUNDAY, JUNE 7ththth
9:00 am - 10:15 am
SESSION 7 Finding a Topic and Writing and Publishing an Article Chrisann Schiro-Geist PhD (1.25 CEUs)
10:15 am - 10:45 am
Break for Hotel Checkout
10:45 am - 12:00 pm
SESSION 8 Case-Specific Ethics Neil R. Bennett MEd FVE CRC CDMS Judith P. Parker MEd FVE CDMS ABVE-D CLCP OSC Vocational Systems Inc. (1.25 Ethics CEUs)
ALL ARE INVITED TO ATTEND ...ALL ARE INVITED TO ATTEND ...ALL ARE INVITED TO ATTEND ...
12:30 pm - 1:30 pm
ANNUAL BUSINESS MEETANNUAL BUSINESS MEETING | ING |
2016 PLANNING SESSION2016 PLANNING SESSION
Schedule at a Glance Schedule at a Glance Schedule at a Glance --- MAIN CONFERENCEMAIN CONFERENCEMAIN CONFERENCE
Friday - Check-in 12:00-1:00 pm.*
Saturday - Administration table manned 7:30-9:00 am.*
Classic breakfast buffet served.
Sunday - Administration table manned 7:30 am until conclusion of Conference.
Continental breakfast served. * Admin. “on call” at 619.302.3257.
PRESIDENT’S RECEPTIOPRESIDENT’S RECEPTIOPRESIDENT’S RECEPTIONNN
5:30 pm - 7:30 pm
Rum Bullions Island Bar Silver Legacy
6 AREA Annual Conference 2015
Friday, June 5Friday, June 5Friday, June 5ththth --- MAIN CONFERENCEMAIN CONFERENCEMAIN CONFERENCE
Check-in 12:00-12:45 pm* * Admin. “on call” at 619.302.3257.
WELCOME … 1:00 PM - 1:15 PM
Opening Remarks and WelcomeOpening Remarks and WelcomeOpening Remarks and Welcome
Judith Parker, President
SESSION 1 … 1:15 PM - 3:15 PM
Core Variables in Earning Core Variables in Earning Core Variables in Earning Capacity AssessmentCapacity AssessmentCapacity Assessment
Vocational evaluation is a complex process requiring assessment not only of the individual, but also of the labor market. Within the interaction between the person and the labor market rests the unique vocational potential that each individual possesses. In forensic vocational evaluation, conclusions regarding this interaction must have an adequate foundation that can be testified to within a “reasonable degree of vocational certainty.” This program will link forensic vocational evaluation methodology with essential elements for building a solid foundation to support forensic conclusions. The presentation will provide a brief summary of the evaluation models that have been published for this purpose. The issue of variability in vocational assessment and research conducted to identify key variables for assessment will be discussed. The lecture will round out with a discussion of the Vocational and Rehabilitation Assessment Model (VRAM) which is an empirically derived structural model of vocational assess-ment. Attendees will be provided multiple handouts to include the VRAM model, research bibliography, and research abstract of findings.
PRESENTER: Rick Robinson PhD LMHC CRC CVE CLCP ABVE-D NCC
Robinson Work Rehabilitation (2.0 CEUs)
3:15 pm 3:15 pm 3:15 pm --- 3:30 pm … 3:30 pm … 3:30 pm … RRREFRESHMENTEFRESHMENTEFRESHMENT BBBREAKREAKREAK
SPONSORED BY:
SESSION 2 … 3:30 PM - 5:30 PM
Calculating Economic Damages Calculating Economic Damages Calculating Economic Damages for Railroad Workers for Railroad Workers for Railroad Workers
In this session, Dr. Cohen will talk about general issues that arise in FELA cases, such as the selection of a proper discount rate, possible differences in methodology by jurisdiction, the computa-tion of net wages, tax issues, projecting future earnings capacity, the relevance of worklife to a loss calculation, the role of an economist is assessing the impact of a railroad disability on earnings capacity, and the treatment of collateral sources, such as disability pensions. Dr. Cohen will then illustrate the application of these issues with a fictitious case.
PRESENTER: Malcolm S. Cohen PhD Employment Research Corporation (2.0 CEUs)
7 AREA Annual Conference 2015
Saturday, June 6Saturday, June 6Saturday, June 6ththth --- MAIN CONFERENCEMAIN CONFERENCEMAIN CONFERENCE
Administration table open 7:30-9:00 am* Classic breakfast buffet served. * Admin. “on call” at 619.302.3257.
8:45 AM - 9:00 AM
Conference ReconvenesConference ReconvenesConference Reconvenes
Nora Ostrofe, Conference Chair
SESSION 3 … 9:00 AM - 12:00 PM
The Dynamite DepositionThe Dynamite DepositionThe Dynamite Deposition
One of the best comments that can be made about any
expert witness (and so one of an expert’s best marketing
tools) is that they give a great deposition. This session will
consider:
The deposition process
Differences between science and the law
10 basic rules of engagement
How attorneys prepare for expert depositions
10 Tips for giving a top-drawer deposition
Typical attorney attack lines
Attorney intimidation techniques
A summary illustration: “10 Attorney Traps
for the Unwary Expert”
The goal of the session will be to radically improve your skill
and ability in giving depositions.
PRESENTER: Douglas L. Field, JD DougFieldADR
Author of The Expert Expert – The Pathway to Prominence and Prosperity as an Expert Witness
(2.75 CEUs)
10:15 10:15 10:15 AMAMAM --- 10:30 10:30 10:30 AMAMAM … R… R… REFRESHMENTEFRESHMENTEFRESHMENT BBBREAKREAKREAK
12:00 12:00 12:00 PMPMPM --- 1:00 1:00 1:00 PMPMPM … L… L… LUNCHUNCHUNCH ONONON YYYOUROUROUR OOOWNWNWN
SESSION 4 … 1:15 PM - 2:15 PM
Projecting Future Recidivism Projecting Future Recidivism Projecting Future Recidivism for Former Offendersfor Former Offendersfor Former Offenders
An injured individual with a history of correctional supervision
creates a dilemma for the economist. If the individual is working at
the time of the injury, how should his or her history of correctional
supervision be incorporated into an analysis of lost earnings, lost
economic support, or lost household services, if at all? For a worker
with a history of correctional supervision, the possibility of possible
future arrest and incarceration is greater than that of the general
population under certain circumstances. Failure to consider the
likelihood of future arrest and incarceration may overestimate lost
earnings, lost economic support, or lost household services for that
worker. However, using a blanket national or state measure of
recidivism may unnecessarily penalize the individual by failing to
consider factors that may mitigate the likelihood of returning to
prison. The questions facing the economist are:
1) What is the likelihood that the individual with a history of
correctional supervision will commit either a technical violation
of parole or probation or a new crime for which he or she is
returned to prison?, and
2) How should the economist incorporate that likelihood into an
analysis of lost earnings, lost economic support, or lost
household services?
The purpose of this presentation is to provide the audience with
some of the latest research, tools, and techniques to answer the two
questions posed above. It will also go over some of the recent
changes in post-release community supervision that may change
the relationships between certain predictors and recidivism behavior
in the future.
PRESENTERS: Shannon H. Shipp PhD CEA Allyn B. Needham PhD CEA Shipp, Needham & Durham LLC
(1.0 CEU)
8 AREA Annual Conference 2015
Saturday, June 6Saturday, June 6Saturday, June 6ththth --- MAIN CONFERENCE MAIN CONFERENCE MAIN CONFERENCE (cont’d) * Admin. “on call” at 619.302.3257.
SESSION 5 … 2:15 PM - 3:15 PM
Is Economics an Art or a Science?Is Economics an Art or a Science?Is Economics an Art or a Science?
1. The Evolving Definition of “Science”
2. Properties of a science
3. Economics as a science
4. Limitations of economics as a science
5. Types of science: positive and normative
6. Example of economics as a positive and a normative
science
7. Shortcomings of economic forecasting
8. The art of economics
9. Three examples of the science and art of economics in
defining earning capacity
A. The restaurant manager
B. The truck driver
C. The traveling salesperson
PRESENTER: Terrence M. Clauretie PhD Vocational Economics, Inc.
(1.0 CEU)
3:15 3:15 3:15 PMPMPM --- 3:30 3:30 3:30 PMPMPM … R… R… REFRESHMENTEFRESHMENTEFRESHMENT BBBREAKREAKREAK
SESSION 6 … 3:30 PM - 5:30 PM
Understanding and Using Academic Understanding and Using Academic Understanding and Using Academic Research in Forensic TestimonyResearch in Forensic TestimonyResearch in Forensic Testimony
This presentation will examine the proper procedures for
locating, understanding, evaluating and integrating
academic research in forensic reports, depositions, and
testimony. Topics to be covered will include: 1) searching
for relevant research that relates to specifics of a given
case; 2) understanding the purpose of the research; 3)
understanding statistical analysis; 4) understanding
qualitative analysis; 5) evaluating the quality of the
research; and 6) the use of proper language when
describing research results in forensic documents and
testimony.
PRESENTER: Patrick L. Dunn JD PhD CRC The University of Tennessee, Knoxville
(2.0 CEUs)
CONFERENCE REGISTRANTS & GUESTS ARE INVITED ...
5:30 PM - 7:30 PM
PRESIDENT’S RECEPTIOPRESIDENT’S RECEPTIOPRESIDENT’S RECEPTIONNN
Back Patio, Rum Bullions Island Bar Silver Legacy Resort Casino
9 AREA Annual Conference 2015
Sunday, June 7Sunday, June 7Sunday, June 7ththth --- MAIN CONFERENCEMAIN CONFERENCEMAIN CONFERENCE
Administration table open 7:30 am until Conference concludes. Continental breakfast served.
SESSION 7 … 9:00 AM - 10:15 AM
Finding a Topic and Writing Finding a Topic and Writing Finding a Topic and Writing and Publishing an Articleand Publishing an Articleand Publishing an Article
Dr. Schiro-Geist will present on the "science and art" of
writing for professional publication. She will talk about how
to create articles on topics of interest for the readership of
professional journals and about how to package articles so
that journal reviewers will find them of interest to the
readership/membership. She will address how to fit articles
into APA style and about quantitative vs. qualitative
approaches to professional writing. She will advise about
selecting topics for articles and about how to deal with
rejection, when reviews come back. She will involve the
audience in interactive work on the topic of professional
writing.
PRESENTER: Chrisann Schiro-Geist PhD University of Memphis (1.25 CEUs)
10:15 10:15 10:15 AMAMAM --- 10:45 10:45 10:45 AMAMAM … B… B… BREAKREAKREAK TOTOTO CCCHECKOUTHECKOUTHECKOUT
SESSION 8 … 10:45 AM - 12:00 PM
CaseCaseCase---Specific EthicsSpecific EthicsSpecific Ethics
An overview of the foundations of Ethical and Professional
Behaviors with review of general principles of Ethical dilemma
identification and resolution, based on the shared foundations of
CRCC, CDMS, ABVE and AREA, including introduction and
explanation of the Complaint Resolution process as designed by
the AREA Ethics Committee. This will include both educational
presentation and interactive small group discussion to resolve
sample ethical dilemmas.
PRESENTERS: Neil Bennett MEd FVE CRC CDMS
Judith Parker MEd FVE CDMS ABVE-D CLCP OSC Vocational Systems, Inc.
(1.25 Ethics CEUs)
CONFERENCE CONCLUDES … PLEASE STAY FORCONFERENCE CONCLUDES … PLEASE STAY FORCONFERENCE CONCLUDES … PLEASE STAY FOR
THE ANNUAL BUSINESS MEETING WHICH FOLLOWSTHE ANNUAL BUSINESS MEETING WHICH FOLLOWSTHE ANNUAL BUSINESS MEETING WHICH FOLLOWS
12:30 PM - 1:30 PM … ANNUAL ANNUAL ANNUAL BUSINESS BUSINESS BUSINESS MEETING | 2016 PLANNING SESSIOMEETING | 2016 PLANNING SESSIOMEETING | 2016 PLANNING SESSIONNN
~ ASK IT BASKET ~ 2015 CONFERENCE CRITIQUE ~ 2016 CONFERENCE BRAINSTORM ~
NOTES:
10 AREA Annual Conference 2015
SPEAKERS AT A GLANCESPEAKERS AT A GLANCESPEAKERS AT A GLANCE
NEIL R. BENNETT M.Ed., FVE, CRC, CDMS
OSC Vocational Systems, Inc. • Bothell, WA
LISA A. CLAPP MA, CRC, CEA
VocMedEcon • Phoenix, AZ
TERRENCE M. CLAURETIE Ph.D.
Vocational Economics, Inc. • Henderson, NV
MALCOLM S. COHEN Ph.D.
Employment Research Corporation • Ann Arbor, MI
PATRICK L. DUNN J.D., Ph.D., CRC
The University of Tennessee • Knoxville, TN
DOUGLAS L. FIELD JD
DougFieldADR • Woodbridge, CA
ALLYN B. NEEDHAM Ph.D., CEA
Shipp, Needham & Durham, LLC • Fort Worth, TX
JUDITH P. PARKER M.Ed., FVE, CDMS, ABVE-D, CLCP
OSC Vocational Systems, Inc. • Bothell, WA
RICK ROBINSON Ph.D., LMHC, CRC, CVE, CLCP, ABVE-D, NCC
Robinson Work Rehabilitation • Jacksonville, FL
CHRISANN SCHIRO-GEIST Ph.D.
University of Memphis • Memphis, TN
SHANNON H. SHIPP Ph.D., CEA
Shipp, Needham & Durham, LLC • Fort Worth, TX
11 AREA Annual Conference 2015
SPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIES
Neil R. BennettNeil R. BennettNeil R. Bennett
MEd, FVE, CRC, CDMS
MAIN CONFERENCE SESSION 8 (SUNDAY 10:45 AM - 12:00 PM)
Neil Bennett has over 30 years’ experience assessing and
evaluating persons involved in the receipt of disability
management benefits. He is a graduate of The Evergreen State
College and Western Washington University with a Masters’ of
Education in Counseling; he is a Certified Rehabilitation
Counselor, Certified Disability Management Specialist and
Forensic Vocational Expert. He has served as Director and
President of IARP, Commissioner of CDMSC and is currently an
active direct service professional at OSC Vocational Systems,
performing vocational assessments in the Longshore and
Harborworker, State of Washington Worker’s Compensation and
civil litigation jurisdictions, as well as for the Social Security
Administration and Veterans Administration. Neil is the current
AREA President Elect.
Lisa A. ClappLisa A. ClappLisa A. Clapp
MA, CRC, CEA
BOOT CAMP - ADVANCED SESSION (THURSDAY 9:00 AM - 5:00 PM; FRIDAY 9:00 AM - 12:00 PM)
Ms. Clapp has worked in the vocational rehabilitation industry
since 1990. She holds an MA in Professional Clinical
Counseling with a Certificate of Advanced Graduate Studies in
Professional Counseling from Ottawa University-Phoenix,
Arizona, and a BS in Communications from Northern Arizona
University with a minor in Economics. She is responsible for the
supervision of other rehabilitation professionals including one
Bilingual Employment Specialist and one Employment
Specialist/Labor Market Consultant in Phoenix, Arizona. She
has been a vocational consultant, labor market consultant and
expert witness with her corporation since April 1999,
specializing in counseling, assessment, evaluation, and job
placement services of individuals with diminished capacity to
compete in the labor market as a result of accident, illness or
environmental conditions, and maintains an ongoing caseload of
clients. She provides the above-cited services to employers,
insurance carriers, attorneys, physicians, governmental
agencies, and private individuals. She also participates in the
evaluation of economic consequences of disability related to a
variety of situations, being dually certified to perform both the
vocational and economic components of earning capacity
analysis. Ms. Clapp has been qualified as a vocational expert
before Federal and Superior Court and Industrial Commissions
of Arizona and California from 1991 to present.
Outside of the profession, Ms. Clapp is an avid equestrian and
enjoys horseback riding and outdoor activities in the desert hills
and mountains of north Phoenix and Carefree, Arizona.
Terrence M. ClauretieTerrence M. ClauretieTerrence M. Clauretie
PhD
MAIN CONFERENCE SESSION 5 (SATURDAY 2:15 PM - 3:15 PM)
Terrence M. Clauretie received his Ph.D. in economics from
Washington State University. He is a retired CPA and has also
authored or co-authored over 90 articles in academic and
professional journals and is currently ranked 36 of all real estate
authors world-wide. Dr. Clauretie has taught economics and
finance at the university level for over forty years and is currently
a professor emeritus at the University of Nevada, Las Vegas.
He is a founding member and past president of the American
Real Estate Society. He has received numerous awards
including: Citizen of the Year (1995) from the Greater Las Vegas
Association of Realtors, the Homer Hoyt Institute and, recently,
the Legacy Award from the American Real Estate Society for the
best paper in real estate journals (2012). He currently resides in
Las Vegas, Nevada.
12 AREA Annual Conference 2015
SPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIES (continued)
Malcolm S. CohenMalcolm S. CohenMalcolm S. Cohen
PhD
MAIN CONFERENCE SESSION 2 (FRIDAY 3:30 PM - 5:30 PM)
Dr. Malcolm S. Cohen, President of Employment Research Corporation, received his Ph.D. in Economics from the Massachu-setts Institute of Technology in 1967.
Dr. Cohen has directed numerous labor market research and forecasting studies for the U.S. Department of Labor. Dr. Cohen testifies as an expert witness in various court proceedings on economic loss, discrimination and other employment issues. He has prepared reports in more than 100 FELA cases, and testified in more than 25 FELA cases.
Dr. Cohen joined the Institute of Labor Industrial Relations at the University of Michigan, Ann Arbor in 1972, became the Director in 1980, and retired from the university in 1994. He worked for the Bureau of Labor Statistics (1967-68) and was Assistant to the Vice President of State Relations and Planning at the University of Michigan (1968-70). His teaching assignments since 1969 have been primarily in labor economics. He has also taught Human Resource Management and Statistics at the University of Minnesota.
Research interests include labor market information, labor turnover, employment forecasting and labor shortages. He has directed several major studies to identify national shortage occupations and measure labor turnover using administrative records. His book, Labor Shortages as America Approaches the Twenty-first Century., was published by the University of Michigan Press. His most recent book, Global Skill Shortages written with Professor Mahmood A. Zaidi, is published by Edward Elgar Publishing. He has had articles published in a large number of journals, including: The Earnings Analyst, Journal of Human Resources, Monthly Labor Review, Journal of Political Economy, Review of Economic Statistics, Journal of Economic Theory, and The American Economic Review.
Patrick L. DunnPatrick L. DunnPatrick L. Dunn
JD, PhD, CRC
MAIN CONFERENCE SESSION 6 (SATURDAY 3:30 PM - 5:30 PM)
Dr. Patrick Dunn currently serves as Associate Professor in the Department of Educational Psychology and Counseling at the University of Tennessee, Knoxville, Tennessee, and is co-coordinator of the Rehabilitation Counseling program. He has previously taught at Syracuse University and the University of Alabama. In addition to his academic work, Dr. Dunn is also a licensed attorney in the state of Tennessee.
Douglas L. FieldDouglas L. FieldDouglas L. Field
JD
MAIN CONFERENCE SESSION 3 (SATURDAY 9:00 AM - 12:00 PM)
Douglas L. Field attended the Universities of Madrid (Spain) and California (Berkeley), graduating from the latter in 1970. He then completed law school at King Hall (U. C. Davis) in 1973 and immediately entered the practice of civil litigation in Oakland, California.
After working as an associate and later partner at a large Oakland civil defense law firm, in 1980 he formed Taylor & Field, which engaged in all aspects of civil practice for both plaintiffs and defendants, including acting as panel counsel for several large insurance companies.
In 1997, Farmers Insurance Exchange recruited him, where he practiced civil defense litigation, including personal injury defense and construction defect. In 2003, he opened Farmers’ staff counsel office in Stockton, California, and in 2006, he became the managing attorney of the Sacramento Branch Legal Office. There he oversaw 15 to 17 attorneys, averaging nearly 1,150 cases throughout each year. He retired from Farmers at the end of 2011.
During the entirety of his active practice, he has worked closely with expert witnesses in several fields including medicine, architecture, accounting, engineering, biomechanics, and accident reconstruction.
He has tried numerous jury cases to verdict.
After retiring from Farmers, he has dedicated his energies to the presentation of seminars and workshops for expert witnesses, on various topics. He regularly sits as judge pro tempore in the Alameda County Superior Court and is a member of the Consuelo M. Callahan Inn of Court in Stockton, California.
He is the author of the recently released book The Expert Expert – The Path to Prosperity and Prominence as an Expert Witness.
His hobbies include the building and displaying of model ships and maintenance of his Spanish language skills.
Field and his wife, Sandra, have two grown children and four grandchildren. He divides his time between Danville and Woodbridge, California.
13 AREA Annual Conference 2015
SPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIES (continued)
Allyn B. NeedhamAllyn B. NeedhamAllyn B. Needham PhD, CEA
INTERMEDIATE BOOT CAMP
(THURSDAY 9:00 AM - 5:00 PM; FRIDAY 9:00 AM - 12:00 PM)
MAIN CONFERENCE SESSION 4
(SATURDAY 1:15 PM - 2:15 PM)
Allyn Needham, Ph.D., CEA, is a principal at Shipp, Needham & Durham, LLC (Fort Worth, Texas). For the past 17 years, he has worked in the area of litigation support. Prior to that, he worked more than 20 years in the area of banking, finance and risk management. Dr. Needham has also been an Adjunct Professor of Economics at Texas Christian University and Weatherford College. As an expert, he has testified on various matters relating to commercial damages, personal damages, business bankruptcy and business valuation. He has been retained by attorneys representing plaintiffs and defendants, debtors and creditors. He has given expert testimony in state and federal courts. Dr. Needham is active in several national economic associations. He has served as President of the American Economic Rehabilitation Association and the Southwestern Society of Economics. He has published articles in the area of financial economics and forensic economics and provided continuing education presentations at professional economic, vocational rehabilitation and bar association meetings He has provided webinars for the National Association of Certified Valuators and Analysts and the International Association of Rehabilitation Professionals – Forensic division. He is a Certified Earnings Analyst. Judith P. ParkerJudith P. ParkerJudith P. Parker M.Ed., FVE, CDMS, ABVE-D, CLCP
MAIN CONFERENCE SESSION 8
(SUNDAY 10:45 AM - 12:00 PM)
Judith Parker is a Vocational Rehabilitation Counselor and Case Manager with OSC Vocational Systems, Inc. in Bothell, Washington. She has been practicing in the private sector since 1987 providing vocational assessments in a variety of venues. Ms. Parker has provided consultation, opinion and vocational expert testimony in personal injury, dissolution, Social Security, workers compensation in Washington State and Alaska, employment law and the Veteran's Administration. Her specialties include life care planning, vocational assessment, wage earning capacity evaluation, and economic damage calculations. She holds national certifications from the Commission of Disability Management (CDMS), is a Diplomate
with the American Board of Vocational Experts (ABVE-D), a Certified Life Care Planner (CLCP) and a Forensic Vocational Expert (FVE). She is currently serving as President of the American Rehabilitation Economics Association (AREA) and served for five years as a Commissioner with CDMS. Rick RobinsonRick RobinsonRick Robinson PhD, LMHC, CRC, CVE, CLCP, ABVE-D, NCC
MAIN CONFERENCE SESSION 1
(FRIDAY 1:15 PM - 3:15 PM)
Dr. Rick Robinson has nearly 20 years of experience in vocational, and disability consultation in both litigated and non-litigated settings. He has testified several hundred times as a vocational and life care planning expert in both civil and administrative settings. Dr. Robinson is nationally certified in rehabilitation counseling, vocational evaluation, and life care planning. He is board certified by the National Board for Certified Counselors and as a Diplomate by the American Board of Vocational Experts. He is licensed in Florida as a Mental Health Counselor. He holds a doctoral degree in Rehabilitation Science from the University of Florida, and a masters degree in Business Administration from Regis University. His research interests are focused on forensic rehabilitation analysis, methodologies, and models. He has published over a dozen peer reviewed articles related to forensic vocational rehabilitation services. He is also the editor of the 2014 textbook Foundations of Forensic Vocational Rehabilitation. His leadership roles cross many areas as he is the president elect of the International Association of Rehabilitation Professionals; the president of Robinson Work Rehabilitation Services Co., a private vocational and rehabilitation consulting firm in Jacksonville, FL; and is the lead faculty lecturer for the University of Florida’s postgraduate certificate program in forensic vocational rehabilitation.
14 AREA Annual Conference 2015
SPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIES (continued)
Chrisann SchiroChrisann SchiroChrisann Schiro---GeistGeistGeist
PhD
MAIN CONFERENCE SESSION 7 (SUNDAY 9:00 AM - 10:15 AM)
Dr. Schiro-Geist will present on the "science and art" of writing
for professional publication. She will talk about how to create
articles on topics of interest for the readership of professional
journals and about how to package articles so that journal
reviewers will find them of interest to the readership/
membership. She will address how to fit articles into APA style
and about quantitative vs. qualitative approaches to professional
writing. She will advise about selecting topics for articles and
about how to deal with rejection, when reviews come back. She
will involve the audience in interactive work on the topic of
professional writing.
Shannon H. ShippShannon H. ShippShannon H. Shipp
PhD, CEA MAIN CONFERENCE SESSION 4 (SATURDAY 1:15 PM - 2:15 PM)
Dr. Shipp is a partner at Shipp, Needham & Durham, LLC. He is
also Associate Professor of Marketing at the M.J. Neeley School
of Business at Texas Christian University. Dr. Shipp has been a
consultant and expert witness for over 20 years. During that
time, Dr. Shipp has testified on such subjects as business
valuation, liability, and economic damages including lost profits,
lost earnings, and lost benefits. He has also testified in cases
involving wrongful death, wrongful termination, personal injury,
medical malpractice, divorce, commercial litigation, antitrust,
wrongful termination of distribution agreements, and failure to
exercise best efforts in promoting a new product. Dr. Shipp has
been retained by attorneys for plaintiffs and defendants in both
state and federal courts.
Dr. Shipp actively participates in regional and national
associations that consider matters relating to the calculation of
economic damages. He has also completed continuing
education in business valuation. Dr. Shipp co-authored a
chapter on the calculation of economic damages in Practitioners
Publishing Company's Guide to Litigation Support Services. He
also led a team that developed software sold through
Practitioners Publishing Company that is used to calculate
economic damages arising from personal injury, wrongful death,
and wrongful termination cases.
17 AREA Annual Conference 2015
Hotel InformationHotel InformationHotel Information Transportation InformationTransportation InformationTransportation Information
The Silver Legacy Resort Casino is located at:
407 N. Virginia Street, Reno, NV 89501 Phone: 800-687-7733; 775-329-4777
HOTEL PRICING
A block of rooms has been reserved for AREA Conference attendees at a rate of $79/weekday night* and $109/weekend night* for a single/double room (additional $10/person up to a max of 4 per room), subject to availability at the time the reservation is made.
Reservations received after May 4, 2015 will only be accepted on a space and rate availability basis and are available for the dates June 3-8 (one day before and after the official dates of our conference, June 4-7). Check-in time is 3:00 pm; check-out time is 11:00 am.
All rates are subject to a non-commissionable $12 per room per night resort fee and a City of Reno mandated facility fee of $2 per room, per night. (The resort fee provides guests with round-trip airport shuttle service 19 hours/day, both covered valet and covered self parking, unlimited local and toll free 800 phone calls, in-guest room and meeting space wireless internet, in-room guest coffeemaker, admission to the health spa and boarding pass printing at the Bell Desk or Concierge Desk.) All rates and resort fee are subject to a Washoe County room tax, currently at 13.5%. All taxes and government fees are subject to change.
HOTEL RESERVATIONS
Click here to be directed to AREA's private reservation page on the hotel’s website (www.silverlegacy.com). AREA’s group code is RHAB615.
You can also make your reservations by calling the Silver Legacy Group Reservations Department directly at 800-687-8733. Once again, our Group code is RHAB615. Reservations received after May 4, 2015 will only be accepted on a space and rate availability basis.
PACKAGE HANDLING & RECEIVING: All boxes, packages,
overnight mail & faxes (775-325-7474) are received & stored
at the Silver Legacy Exec. Business Center. A nominal charge
is levied for these services. The Business Center can also
arrange for the shipping of individual boxes & material after the
Conference. A detailed price list can be requested at any time.
RENO-TAHOE INTERNATIONAL AIRPORT is conveniently located in downtown Reno at 2001 E. Plumb Lane, Reno, NV 89502. Click here for a list of scheduled service airlines.
Taxicabs and Limousines: The Airport is within a 10-minute cab or limo ride of all the major hotels in the area. Taxi and limousine services are provided by these companies and are available to customers on-site. The passenger waiting area for taxis and limousines is located outside of the D Doors located North of Baggage Claim.
Airport Shuttle: Paid Shuttle Service is provided by these companies. The Airport Mini Bus counter can be found inside the A and B Doors located West of Baggage Claim. North Lake Tahoe Express is near Door C and South Tahoe Express is located adjacent to Door D in Baggage Claim. Complimentary Hotel Shuttles run every 15 minutes to the Silver Legacy and stop along the curb, outside the D Doors located North of Baggage Claim, to pick up passengers. When you see your shuttle, please approach the vehicle and board. Be advised the shuttle may not stop in front of you.
City Bus: Service is provided by RTC Ride between the airport and downtown Reno. The city bus pick-up and drop-off location is at the north end of the center curb, outside of Baggage Claim. Please follow the directional signs posted. Bus Route 19, which includes a stop at the Reno-Tahoe International Airport, operates Monday through Friday. The bus schedule to and from the airport, is posted at the bus stop, as well as in baggage claim, adjacent to the Regional Information Booth. Airport guests interested in specific route information can contact RTC Customer Service for assistance at (775) 348-RIDE (7 days a week from 7:00 am to 7:00 pm) or visit their website at www.rtcwashoe.com.
Automobile Rental: There are 9 rental agencies with offices on the lower level of the airport. Check with each company for rates. Click here to view rental car company contact information.
Also see “Public Transportation” on page 18.
22 AREA Annual Conference 2015
Continuing Education CreditContinuing Education CreditContinuing Education Credit AREA Membership InformationAREA Membership InformationAREA Membership Information
A pplication will be made for up to 13.25 contact hours
(including 1.25 ethics credit) for the main conference
and up to 8.75 for the boot camp for the following
credentials:
ABVE
CCM
CDMS
AREA will also be applying for 1.25 ethics credit from
CRCC and CDMSC for Session 8 of the main conference.
IMPORTANT REMINDER: Those holding a CEA and/or
CRE must attend at least one (1) AREA conference every
three (3) years in order to recertify. Upon written request,
CEAs and CREs may ask for a one-time one-year
extension of this requirement for a fee of $100.
AREA’s History and Purpose
Established in 1989, AREA has pursued two missions: bringing
recognition to the combined use of vocational rehabilitation and
economic loss assessment as a distinct discipline, and providing
a peer-exchange forum for vocational, economic and
rehabilitation experts who practice within this growing field.
Currently, AREA is the only international certifying body that has
the unique blend of professions in loss assessment. Additionally,
it is the first to establish a Registry of both Forensic Vocational
and Forensic Economic Experts.
As forensic experts, AREA members offer opinion and testimony
in a wide variety of cases. Often they involve some type of injury,
which has resulted in an alleged loss of earnings or loss of
earning capacity.
Our role is to determine the nature and extent of any loss, from a
vocational and/or economic perspective. This, in turn, helps the
Court in its assessment of damages.
Economic and vocational experts identify what the person could
have earned prior to the incident, compared to what they are
likely to earn following the incident. Economic experts calculate
the value of those earnings over time, so the difference, if any,
between the two income streams is clearly understood. Those
who act as vocational/economic experts blend the two disciplines,
and offer testimony in both arenas.
Personal injury, medical malpractice, product liability, wrongful
death, wrongful termination, and discrimination in employment
form the bulk of the cases evaluated for vocational and economic
loss by AREA members. Life care planning, marital dissolution,
Social Security disability, maritime, railroad, ADA, and workers
compensation casework are additional member specialties. www.a-r-e-a.org
A REA members generally hold at least a Masters
degree in a vocational, economic or related field
(not required for Associate membership or Student
membership). The majority of members have several
national certifications and/or state licenses in their
specialization. Most are active in other forensic
organizations, and many have published or taught in
vocational/economic fields.
Categories of membership:
Professional Members
- Certified Members
- Registered Members
Associate Members
Student Members
AREA invites all qualified candidates to submit an application for membership. Just follow these simple steps:
Download our Application Procedures
Download the Membership Application
1. Complete and return the application with the requested documents.
2. Enclose the appropriate fee for the membership category you choose.
Download our Confidential Documents Preference
form
Download our Code of Standards & Ethics
Thank you for your interest in A-R-E-A, the American Rehabilitation Economics Association.
CEUs are also
available for AREA's
CEA/CRE credentials.
CLCP
CRC
CVE
2015 Conference Registration Form (ONE FORM PER REGISTRANT PLEASE)
Practice and Polemic: The Art and Science of Forensic ExpertisePractice and Polemic: The Art and Science of Forensic ExpertisePractice and Polemic: The Art and Science of Forensic Expertise
SILVER LEGACY RESORT CASINO - RENO, NEVADA • JUNE 4-7, 2015
INFORMATION FOR BADGE & CONFERENCE PACKET REGISTRANT LIST. (Please print or type.)
FIRST NAME MIDDLE INITIAL LAST NAME HIGHEST DEGREE & CREDENTIALS
PROFESSIONAL TITLE COMPANY NAME
ADDRESS CITY
STATE/PROVINCE ZIP/POSTAL CODE COUNTRY (if not U.S.)
| | OFFICE # CELL # CHECK IF YOU DON’T WANT # PUBLISHED. FAX # CHECK IF YOU DON’T WANT # PUBLISHED.
E-MAIL FIRST NAME FOR BADGE
Conference materials will only be provided to attendees on a THUMB DRIVE. Attendees are encouraged to bring laptops.
SPECIAL NEEDS? Let us know and we will do our best to accommodate you:
Check all boxes for which CEU’s are requested: ABVE CCM CDMS CEA/CRE CLCP CRC CVE
CONFERENCE REGISTRATION *To qualify for the AREA member registration fees, you must be a member of AREA when you register for and attend the
Conference, or include a completed membership application & make full payment herewith. *Subject to membership approval.
No later than 04/30/15 After 04/30/15 AREA Member* ......................................... $275 ............................. $325 Non-Member ............................................. $350 ............................. $400 Special Guest ª .......................................... $175 ............................. $200
BOOT CAMP REGISTRATION The Boot Camp is NOT included in the Main Conference registration fee.
Please indicate which BOOT CAMP you wish to attend: INTERMEDIATE—Estimating Lost Earning Capacity: Fitting Facts, Statistics & Models Together
ADVANCED—Dissecting Clinical Judgment: The Analysis & Exploration of Vocational, Life Care Planning and Economic Assumptions
No later than 04/30/15 After 04/30/15 AREA Members and Non-Members .......... $450 ............................. $500
DISCOUNTS AVAILABLE! Members registering for both Main Conference AND Boot Camp: Deduct $150 from total registration fee.
Non-members registering for both Main Conference AND Boot Camp: Deduct $50 from total registration fee.
PAYMENT INFORMATION Make checks payable to “AREA.” CLICK HERE to pay by credit card through PayPal. Refund Policy: Cancellations must be made in writing and emailed or mailed to the AREA office for receipt according to the following schedule. There are no refunds for no-shows. Any requests for refunds of room reservations must be made directly with the hotel at which you are staying.
On or before May 15, 2015 ● Between May 15 and May 25, 2015 ● After May 25, 2015 FULL REFUND REFUND LESS $75 NO REFUND
Step 1: EMAIL OR FAX COMPLETED REGISTRATION FORM TO: [email protected] ● FAX 619.839.3817
Step 2: MAIL YOUR CHECK OR MONEY ORDER TO: “AREA,” PO BOX 19941, SAN DIEGO, CA 92159 or PAY ONLINE THROUGH PAYPAL
QUESTIONS? 800.317.2732 • 619.440.2650 • [email protected]
Click here for complete AREA membership information.
CLICK HERE to pay your conference
registration fees through PayPal.
Early Bird Registration
Early Bird Registration
ª “Special Guest” is defined as a professional spouse/companion. This registration category includes admission to social functions and
participation in conference sessions with a spouse or companion, but excludes Continuing Education Units. All member-eligible spouses/companions are limited to three conferences at this rate before full
non-member registration is expected.