Informing Social Security's Process for Financial Capability Determination (2016)
Chapter: Appendix A: Public Session Agendas
Appendix A
Public Session Agendas
MEETING 1: PUBLIC SESSION
Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries
February 3, 2014
Keck Center of the National Academies, Room 101
500 Fifth Street, NW
Washington, DC 20001
Agenda
| 10:30 a.m. | Welcome and Introductions |
| Paul Appelbaum, M.D., Committee Chair | |
| 10:45 a.m. |
Social Security Administration (SSA) Presentations Relevant to the Committee’s Task |
|
Opening Remarks and Overview of the SSA Capability Determination Process |
|
| Shirleeta Stanton, Associate Commissioner, Office of Income Security Programs |
|
Description of the Capability Determination Process and the Field Office Role in the Process |
|
| Ann-Maria Beard, Deputy Director, Office of Prisoner, Claimant, and Representative Payee Policy | |
|
Description of the Disability Determination Services’ Role in the Capability Determination Process |
|
| Dina Payne, Policy Analyst, Office of Vocational, Evaluation, and Process Policy | |
|
11:30 a.m. |
Discussion of Statement of Task |
| Committee Members and SSA Staff | |
|
12:30 p.m. |
Break for Lunch |
|
1:30 p.m. |
Stakeholder Presentations and Discussion with Committee |
|
National Alliance on Mental Illness |
|
| Andrew Sperling, J.D., Director of Federal Legislative Advocacy | |
|
Judge David L. Bazelon Center for Mental Health Law |
|
| Ira A. Burnim, Esq., Legal Director | |
|
Alzheimer’s Association |
|
| Joan Quinn, Interim Executive Director of the Connecticut (CT) Chapter and Interim Executive Director for the National Capital Area Chapter | |
|
3:25 p.m. |
Summary and Closing Remarks |
| Paul Appelbaum, M.D., Committee Chair | |
|
3:30 p.m. |
Adjourn |
TELECONFERENCE WITH REPRESENTATIVES FROM THE NATIONAL ASSOCIATION OF DISABILITY EXAMINERS (NADE)
Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries
March 25, 2015
Keck Center of the National Academies, Room 400
500 Fifth Street, NW
Washington, DC 20001
Agenda
|
1:00 p.m. |
Opening Remarks |
| Paul Appelbaum, M.D., Committee Chair | |
|
Discussion with NADE representatives |
|
| Jeff Price, NADE President | |
| Sharon Summers, NADE President-elect | |
| Jennifer Nottingham, NADE Past President | |
|
2:00 p.m. |
Adjourn |
MEETING 2: FINANCIAL CAPABILITY DETERMINATION PROCESSES
Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries
April 21, 2015
Keck Center of the National Academies, Room 208
500 Fifth Street, NW
Washington, DC 20001
Agenda
|
8:30 a.m. |
Opening Remarks |
| Paul Appelbaum, M.D., Committee Chair |
|
8:40 a.m. |
Assessing Financial Capacity: A Brief Overview |
| Daniel C. Marson, J.D., Ph.D., Professor of Neurology; | |
| Director, Division of Neuropsychology; Director, | |
| Alzheimer’s Disease Center, University of Alabama, Birmingham | |
|
9:55 a.m. |
Break |
|
10:10 a.m. |
Measuring Everyday Decision-Making Capacity |
| Jason Karlawish, M.D., Professor of Medicine, Medical Ethics & Health Policy, University of Pennsylvania | |
|
11:05 a.m. |
Data-Driven Approaches to Assessing Which SSI/SSDI Recipients Are Capable of Managing Their Benefits |
| Marc I. Rosen, Ph.D., Associate Professor of Psychiatry, Yale, New Haven, Connecticut; Staff Psychiatrist, Veterans Affairs Connecticut | |
|
12:00 p.m. |
Break for Lunch |
|
1:00 p.m. |
Presentation and Discussion of the U.S. Department of Veterans Affairs Process for Capability Determination |
| Brad Flohr, Senior Advisor for Compensation Service, U.S. Department of Veterans Affairs | |
| Cynthia Lewis, Chief, Pension and Fiduciary Service, U.S. Department of Veterans Affairs | |
|
2:55 p.m. |
Closing Remarks |
| Paul Appelbaum, M.D., Committee Chair | |
|
3:00 p.m. |
Adjourn |
MEETING 3: FINANCIAL CAPABILITY DETERMINATION PROCESSES
Hosted by the Committee to Evaluate the Social Security Administration’s
Capability Determination Process for Adult Beneficiaries
June 24, 2015
Keck Center of the National Academies, Room 201
500 Fifth Street, NW
Washington, DC 20001
Agenda
|
9:00 a.m. |
Opening Remarks |
| Paul Appelbaum, M.D., Committee Chair | |
|
9:15 a.m. |
The Representative Payee System, Process, and Impacts on the Beneficiary |
| Moderator—Julie Birkenmaier, Ph.D., M.S.W., LCSW, Committee Member | |
|
Eric Elbogen, Ph.D., Associate Professor, Forensic Psychiatry Program and Clinic, University of North Carolina at Chapel Hill |
|
|
Wendy Guyton, LICSW, Social Services Supervisor, Bread for the City, Washington, DC |
|
|
David Freeman, Psy.D., Associate Director for Assertive Community Treatment (ACT), Community Connections, Washington, DC |
|
|
11:15 a.m. |
Break |
|
11:30 a.m. |
Representative Payee Process |
| Quinta Spear, Ph.D., Deputy Assistant Director, DC, Retirement Operations, U.S. Office of Personnel Management | |
|
12:15 p.m. |
Break for Lunch |
|
1:15 p.m. |
Abilities Required to Manage or Direct the Management of Benefits: Conceptual and Applied |
| Moderator—Laura B. Dunn, M.D., Committee Member | |
|
Stacey Wood, Ph.D., Clinical Psychologist and Associate Professor of Psychology, Scripps College, Claremont, California |
|
|
Peter Lichtenberg, Ph.D., Director, Institute of Gerontology; |
|
| Director, Merrill Palmer Skillman Institute; Professor of Psychology, Wayne State University, Detroit, Michigan | |
|
2:45 p.m. |
Break |
|
3:00 p.m. |
Effects of Everyday Surroundings and Pressures on Capability |
| Eldar Shafir, Ph.D., William Stewart Tod Professor of Psychology and Public Affairs, Princeton University, New Jersey | |
|
4:00 p.m. |
Closing Remarks |
| Paul Appelbaum, M.D., Committee Chair |
TELECONFERENCE WITH REPRESENTATIVES FROM SERVICE CANADA
Hosted by the Committee to Evaluate the Social Security Administration’
Capability Determination Process for Adult Beneficiaries
October 9, 2015
National Academy of Sciences Building, Board Room
2101 Constitution Avenue, NW
Washington, DC 20418
Agenda
|
10:30 a.m. |
Opening Remarks |
| Paul Appelbaum, M.D., Committee Chair | |
|
Discussion with Representatives from Service Canada |
|
| Michael A. Kidd, Executive Director, Canada Pension Plan and Old Age Security Business Operations | |
|
11:00 a.m. |
Adjourn |
