The Five-Step Sequential Evaluation Process: A Primer

Workshop Description

Participants journey through the five-step sequential evaluation process using the simulated case of Lisa Jensen. Participants interact with the instructors at each step of the process to assist Ms. Jensen with her disability claim. This two-hour workshop blends lecture and short videos to provide a broad overview of the five-step process.

Target Audience

This workshop is targeted to Social Security Disability representatives, paralegals, case managers, and other staff handling cases. The workshop is for individuals who have little, or no experience, with the five-step process.

Learning Outcomes

  • Know the purpose of Social Security Disability Law
  • Define disability under the Social Security Act
  • Apply the five-step sequential evaluation process

CLE Information

We are not seeking CLE credits for this workshop. We, however, cannot guarantee at this time that this workshop will qualify for CLE credits.

Technical Information

We use Adobe Connect for our workshop, and you will have to download this application to attend.

You can download the application for Windows and for Mac. You can download the application for mobile devices, but we would not recommend it. We think that the workshop is best viewed on a desktop or laptop computer. Mac users have reported no problems using the Adobe Connect application.

After downloading the application, you should perform a diagnostic test to ensure that there are no computer or network issues.

We do not anticipate that you will have any problems downloading the application or performing the diagnostic test. But please contact us if you do experience problems.

Accessibility Issues

Adobe Connect has accessibility features for individuals with visual, auditory, and mobility issues. You can learn more about these features here.

We can also provide closed captioning services. We will not provide closed captioning services unless requested.

Please contact us to assist you with these accessibility features.

Craig Ormson


With more than 14 years of experience at the Social Security Administration, Craig knows first-hand the intense, careful craft of serving as a successful Social Security Disability law attorney. He served as the lead agency counsel on several high-profile Federal regulations, Federal class actions, and Agency initiatives, and has argued before several Federal Courts of Appeals and District Courts. Craig has a Juris Doctorate from the University of Wisconsin Law School, where he was the Editor-in-Chief of the Wisconsin International Law Journal. He is a licensed attorney in the State of Wisconsin.

Honorable David G. Hatfield (retired)


Judge Hatfield worked in the Social Security Administration from 1976 until his retirement in 2012, serving in such key positions as the Acting Chief Judge, Assistant Regional Chief Judge, Hearing Office Chief Judge for the Seven Fields Hearing Office, Hearing Office Chief Judge for the Pittsburgh Hearing Office, Administrative Appeals Judge with the Appeals Council, and Director of the Office of Civil Actions. Judge Hatfield has written and taught extensively in his field. He was a faculty member for new Administrative Law Judge training since 1990, and was in charge of Supplemental Training for all new Administrative Law Judges. He has testified before Congress regarding the Social Security disability program, and has been a frequent speaker on Social Security matters. He received his B.A with high distinction (Phi Beta Kappa) from Indiana University and his J.D. from George Mason University School of Law.

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