Tidbits from the POMS & HALLEX to Assist at Every Step of the Sequential Process for Hearings – NOSSCR 2026 Fall National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)
Meredith is an attorney with over sixteen years of experience in disability law.
1 hour CLE
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Program Summary
The HALLEX Is Folding Into the POMS. Your Citations Need to Keep Up
The reference landscape is moving. The HALLEX is being folded into the POMS, and the fold comes with some critical changes. Citations that were right yesterday need rechecking — and the representatives who know where the internal guidance now lives hold the advantage.
The value runs at every step of the sequential process for hearings. The right citation puts agency guidance behind your position. The critical internal information tells you what the agency's own materials require of it. Together they assist with wins administratively — and when the administrative result goes the other way, the same citations preserve these issues for appeal, if needed.
You walk out with the tidbits in hand: the right POMS and HALLEX citations, the critical internal information behind them, and their use at every step of the sequential process — for the administrative win first, the preserved appeal second.
Eligible for up to 1 CLE Credit Hour
This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Fall National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.
Recorded Tuesday, October 13, 2026.
Key topics to be discussed:
- The HALLEX–POMS Fold
What it means that the HALLEX is being folded into the POMS and the critical changes that come with it. - The Right Citations
Having the correct citations as the internal guidance moves. - Critical Internal Information
The agency's internal materials that assist a representative's position. - Every Sequential Step
Deploying POMS and HALLEX tidbits at every step of the sequential process for hearings. - Winning Administratively
Using the citations and internal information to assist with wins at the administrative level. - Preserving Issues for Appeal
Building the administrative record so these issues are preserved for appeal, if needed.
This course is co-sponsored with myLawCLE.
Date / Time: October 13, 2026
- 3:45 pm – 4:45 pm Eastern
- 2:45 pm – 3:45 pm Central
- 1:45 pm – 2:45 pm Mountain
- 12:45 pm – 1:45 pm Pacific
Closed-captioning available
Speakers
Meredith Marcus, Partner | Osterhout Berger Daley
Meredith is an attorney with over sixteen years of experience in disability law.
- Education & Credentials
She earned her J.D., cum laude, in 2010 and holds a B.A. from Connecticut College (2004). She is admitted in Illinois (2010) and Michigan (2020) and before the U.S. Supreme Court (2018), among other federal courts.
- Recognition & Leadership
Marcus is also the present editor of the textbook, Social Security Disability Practice by James Publishing.
- Professional Involvement
She is the prior Director at Large for the National Association of Disability Representatives (NADR), the past chair for the Social Security Chicago Bar Association and has participated in multiple speaking engagements on Social Security for the Chicago Bar Association, Michigan Bar Association, American Bar Association, National Business Institute, NOSSCR and NADR.
- Experience
She has represented claimants at their administrative and remand hearings and has represented well over 400 claimants in the federal courts. She has also litigated cases, in both the U.S. District and the Sixth and Seventh Circuit U.S. Courts of Appeals, including Biestek v. Berryhill, 880 F. 3d 778 (2018) in the Sixth Circuit and consultied for the Supreme Court on Biestek v. Berryhill, 139 S. Ct. 1148, 1153, 203 L. Ed. 2d 504 (2019).
Agenda
SESSION 1 – Tidbits from the POMS & HALLEX to Assist at Every Step of the Sequential Process for Hearings | 3:45pm – 4:45pm
With the fact that the HALLEX is being folded into the POMS with some critical changes, it could be helpful to have the right citations but also the critical internal information to assist with wins administratively to preserve these issues for appeal, if needed.
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